Family Office Manager

We’re looking for a well-rounded professional who can seamlessly manage both administrative operations and financial responsibilities—this role is truly a 50/50 blend of both.

Family Office Operations

• Build a strong understanding of the family’s preferences and serve as a trusted point of contact

• Handle bill pay, budgeting, and cash reconciliations, including potentially implementing new systems

• Coordinate with accountants, attorneys, trustees, and other external partners

• Oversee property management and support the coordination of household staff

• Partner with a personal assistant to manage errands and logistical needs

Financial Management & Reporting

• Consolidate and monitor investment activity across multiple asset classes

• Prepare financial statements, performance updates, and liquidity reporting

• Work with external advisors on tax planning and compliance

Investment Support

• Track capital calls, distributions, and valuations

• Assist with cash-flow planning and scenario analysis

• Participate in due diligence for potential investments

Philanthropy & Special Initiatives

• Support charitable giving strategies

• Assist with operations for a family venture

• Help coordinate travel, events, and other personal or family projects

This is a hands-on, relationship-driven position where cultural fit matters just as much as technical expertise. We’re seeking someone proactive, service-oriented, and equally comfortable with strategic planning and daily execution.