Director, Family Office Services

Selby Jennings; Baltimore (MD); On-site; USD 180,000 - 250,000; Full time

Job summary

Selby Jennings is seeking a Director of Family Office Services in Baltimore to lead ultra‑high‑net‑worth client relationships and develop bespoke service plans.

You will provide strategic guidance on wealth preservation, tax planning, estate planning, cash flow management, and family governance, coordinating with attorneys, CPAs, investment advisors, trustees and other professionals. Mentorship and cross‑team leadership are key to success.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
• Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
• Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
• Excellent communication and presentation skills.
• CPA, CFP, CFA, JD, or equivalent credential strongly preferred.

Responsibilities

• Lead relationship management for ultra-high-net-worth families.
• Develop and oversee customized family office service plans.
• Provide strategic guidance on wealth preservation, taxes, and governance.
• Coordinate with attorneys, CPAs, investment advisors, and trustees.
• Review complex personal financial statements and family office reports.
• Oversee household finances, family entities, trusts, and investment structures.
• Lead complex client projects including liquidity events and real estate transactions.
• Mentor and develop junior staff.
• Participate in business development and referral networks.
• Establish best practices, operating procedures, and service standards.

Skills

Relationship management

Leadership

Wealth planning

Estate planning

Tax planning

Education

Bachelor's degree

Job description

Director, Family Office Services Responsibilities

• Serve as the lead relationship manager for ultra-high-net-worth families.
• Develop and oversee customized family office service plans.
• Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.
• Coordinate and manage relationships with attorneys, CPAs, investment advisors, trustees, and other external professionals.
• Review complex personal financial statements, net worth reports, and family office reporting packages.
• Oversee household finances, family entities, trusts, and special purpose investment structures.
• Lead complex client projects, including business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
• Identify planning opportunities and proactively address client needs.
• Mentor and develop managers and junior staff members.
• Participate in business development and referral source relationship management.
• Assist in establishing best practices, operating procedures, and service standards across the family office platform.

Director, Family Office Services Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
• Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
• Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
• Strong leadership experience managing teams and client relationships.
• Proven ability to oversee complex financial situations involving multiple entities and stakeholders.
• Excellent communication and presentation skills.
• Advanced financial analysis and reporting capabilities.
• CPA, CFP, CFA, JD, or equivalent professional credential strongly preferred.
• Experience developing and maintaining referral networks and professional advisor relationships preferred.