Director of Family Office Operations

A well-established single-family office is seeking a Director of Family Office Operations to oversee the day-to-day operations, governance, and administration of a sophisticated family enterprise with investments spanning commercial real estate, private businesses, and investment portfolios. This is a highly visible role partnering closely with senior leadership to build scalable processes, coordinate trusted advisors, and ensure seamless execution across the family office.

Responsibilities:

• Lead governance activities including board meetings, resolutions, entity compliance, and annual maintenance
• Coordinate monthly and quarterly reporting across accounting, investments, and real estate operations
• Support trust administration alongside legal and tax advisors
• Manage relationships with outside attorneys, accountants, custodians, insurance providers, and other advisors
• Coordinate cross-border projects and compliance with domestic and international service providers
• Maintain entity records, governance documentation, and centralized document management
• Drive operational improvements, technology initiatives, and implementation of new processes
• Supervise administrative staff and serve as a primary operational contact for family members

Qualifications:

• 8-15+ years of experience in a single-family office, multi-family office, private client, trust, or family office advisory environment
• Experience with governance, entity administration, trust coordination, and complex family office operations
• Strong project management and organizational skills
• Financial systems experience (Yardi, QuickBooks, Addepar, Archway, or similar) with advanced Excel proficiency
• Experience managing external advisors across multiple jurisdictions
• CPA, CTFA, or similar credentials are a plus
• Spanish or Portuguese language skills are a plus
• Strong communication skills, both verbal and written
• Ability to exercise discretion and professionalism working with ultra-high-net-worth families
• Proven ability to manage multiple priorities and complex stakeholder relationships