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Job description
Confidential Jobs is seeking a senior, client-facing Director of Family Office Planning to own the strategy and execution of the firm’s family office deliverables for UHNW families. You will lead a team, set standards for planning quality, and coordinate with external counsel, CPAs, and institutional trustees to deliver superior client experiences across multiple entities and generations.
The role requires a JD, with CPA and an LLM in Taxation preferred, and a track record of 10+ years in estate
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Worksite address
cockeysville, MD, 21030, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.