Overview As Family Office Director, you will centralize financial, legal, tax, and administrative affairs for a high net worth family and their trusts. You'll coordinate with attorneys, CPAs, bankers, and advisors to optimize wealth planning, tax strategy, and estate administration, while safeguarding privacy and governance. You'll drive strategic investment evaluation and long term wealth preservation across personal and family entities. This role offers meaningful impact in shaping legacy and intergenerational wealth strategies from Bozeman, MT.
Responsibilities- oversee accounting, financial reporting, and tax services for personal, business, and trusts
- coordinate with legal and tax advisors to formulate tax strategies and estate plans
- review and support long term wealth planning, wealth preservation, and governance initiatives
- manage administrative services and coordination across family trusts and entity types
- collaborate with senior accountant and external professionals to maximize financial performance and mitigate risk
Key requirements- 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, or corporate finance
- strong business acumen and investment sense; strategic thinker
- exceptional discretion and ability to handle highly confidential information
- experience with accounting, income taxes, estate and trust matters; administrative support for trusts
- ability to work in a fast-paced, confidential environment with high-net-worth individuals
- discretion
- trustworthiness
- excellent communication
- financial modeling
- investment analysis
- wealth management
