About this opportunity
Intellectus Partners, LLC lists this Vice President of Family Office Services opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Reports to: Jeff Saccacio, Head of Family Office Services (FOS)
Travel: Required for high-touch client engagement
Position Overview
The Vice President, Family Office Services will be a core member of Intellectus’s Family Office Services team. Working directly with Jeff Saccacio , one of the country’s most respected tax and estate planning leaders, you will help deliver deeply sophisticated planning for some of the most complex founder and entrepreneurial families in the ecosystem.
This role is ideal for someone with a tax (CPA), legal (JD/LLM), or advanced wealth planning background who wants to operate in a modern, fast-paced environment and eventually step into expanded leadership responsibilities over 3–5 years .
In addition to technical planning, this VP will play an important role in Intellectus Connexus —the firm’s value-creation network—by identifying collaboration opportunities among clients, cultivating strategic partners, and expanding a best-in-class service provider ecosystem.
Key Responsibilities
1. Advanced Family Office & Wealth Strategy
Support and help lead complex trust & estate planning engagements
Analyze legal structures, tax positioning, and entity architecture for entrepreneurial clients
Coordinate with external attorneys, accountants, and tax/legal specialists
Assist with multigenerational strategy, gifting, succession planning, and business transition design
Build and enhance Client relationships through planning
2. Financial Planning & Technical Modeling
Build comprehensive financial plans, projections, liquidity strategies, and advanced cash-flow models
Support planning related to equity comp, liquidity events, concentrated positions, and exit scenarios
Maintain deep fluency in tax laws, estate strategies, regulatory dynamics
3. Client Engagement & Advisory Support
Attend client meetings with founders, executives, and multigenerational families
Translate complex tax/legal/planning concepts into clear, actionable advice
Work closely with Jeff and senior advisors on high-stakes client planning
Travel as needed for relationship building and high-impact in-person sessions
4. Business Development, Expansion & Client Retention
Participate in new client presentations and prospect engagement
Help identify planning-driven opportunities to expand relationships
Improve client retention through high-touch planning and proactive insights
Develop planning materials, proposals, frameworks, and intellectual capital that positions Intellectus as an elite advisory partner
5. Strategic Networking & Value Creation
A core differentiator of Intellectus is our ability not just to advise—
The VP will help unlock value across the Intellectus ecosystem by:
Identifying opportunities for client collaboration or strategic alignment
Facilitating introductions between founders, operators, investors, and innovators
Cultivating and curating a “Partner & Service Provider Ecosystem” including attorneys, accountants, fiduciaries, private bankers, trust companies, PE/VC partners, consultants, and specialty experts
Helping create structured frameworks to amplify Intellectus’s network as a strategic asset
Bringing forward new opportunities and insights that benefit clients, partners, or the broader ecosystem
6. Operational Excellence & Scalability
Maintain rigorous organization and planning discipline
Manage multiple planning projects in a fast-paced environment
Help build FOS infrastructure, processes, and workflows as the team scales
Contribute to thought leadership and the evolution of Family Office Services
Ideal Candidate Profile
Experience
3–8 years at a Big 4 accounting firm, trust/estate law firm, private bank, or UHNW wealth platform
Strong background in tax, trust & estate, legal, entity structuring, or advanced planning
Experience with entrepreneurial clients, business owners, or multi-entity complexity
CPA , JD , LLM , CFP , CTEP , or similar advanced designation
Attributes
Highly organized, structured, logical thinker
Capable of thriving in a fast-paced, high-intensity environment
Exceptional communicator with the ability to simplify complexity
Comfortable interacting with sophisticated clients
Strong relationship instincts and interest in building a strategic network
Ambitious, curious, and eager to learn from one of the industry’s best (Jeff)
Leadership aspirations within a 3–5 year horizon
What Success Looks Like12–18 Months
Master Intellectus planning frameworks
Deliver high-quality advanced planning work
Begin playing a meaningful role in Connexus and partner ecosystem development
Support both planning and business development initiatives
3–5 Years
Operate as a senior leader in Family Office Services
Potentially assume expanded leadership responsibilities as Jeff transitions
Become a primary architect of Intellectus’s network, ecosystem, and planning platform
Why Intellectus
Work directly with Jeff Saccacio , David J La Placa & Jay Casey one of the most respected Family Office leadership teams in the industry
Serve a uniquely dynamic client base of founders, innovators, and entrepreneurial families
Operate at the intersection of planning, strategy, network intelligence, and execution
Real leadership runway—not theoretical
Help build the next evolution of a modern Family Office platform
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.