Director of Family Office Operations

4 weeks ago

Burnaby, Canada Robert Half Full time

Our client, a private investment office is seeking a highly organized and discreet Director of Family Office Operations to oversee personal financial management, administration, and legacy planning for its principals. This role requires exceptional financial acumen, integrity, and the ability to manage complex affairs with professionalism and care.

Key Responsibilities:

- Oversee personal financial strategy, including budgeting, cash flow, and investment performance reporting.
- Coordinate with tax, legal, and accounting advisors to ensure compliance and optimize outcomes.
- Manage personal administration, contracts, and confidential records.
- Support estate, trust, and philanthropic planning initiatives.
- Evaluate and report on investment opportunities and performance.
- Serve as the trusted liaison among principals and external advisors.

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