Family Office Director

InforCapital, partnership; Bozeman (MT); On-site; USD 120,000 - 150,000; Full time

Job summary

InforCapital, partnership, is seeking a Family Office Director in Bozeman, Montana. This senior role involves overseeing financial, legal, and administrative affairs for a high-net-worth family.

The Director will provide accounting and tax services, manage investments, coordinate with legal and tax advisors, and ensure compliance. Candidates should have deep expertise in family office operations and wealth management.

Qualifications

• Proven experience in managing family office operations.
• Deep understanding of high-net-worth financial management.
• Expertise in coordinating with legal and tax advisors.

Responsibilities

• Oversee financial, legal, and administrative affairs of family ventures.
• Manage accounting and tax services for the family.
• Coordinate tax strategies and review strategic investments.

Skills

Multi-entity financial oversight

Tax efficiency knowledge

Wealth management expertise

Legal compliance management

Job description

# Family Office DirectorBarnardDirectorFamily OfficeFull-timeLocationBozeman, United StatesDate PostedMay 10, 2026RegionMontanaStay ahead of the marketGet instant notifications when new job openings matching "Family Office / Director jobs in Bozeman, United States" are published.## About This RoleThe Family Office of a high-net-worth family in Bozeman, Montana is seeking a Family Office Director to serve as the central hub for overseeing the financial, legal, tax, and administrative affairs of the family's multiple business ventures and family trusts.The Family Office Director will assist with oversight of financial matters across personal, business, and Trust entities. Key responsibilities include providing accounting and tax services, preparing business and personal financial statements, managing quarterly tax estimates, serving as the primary contact for legal and tax advisors, coordinating tax strategies, reviewing strategic investments, assisting with long-term wealth planning, and maintaining estate plans, Trusts, and family legacy structures.The Director will also coordinate with attorneys for estate planning and Trust management, ensure tax efficiency and regulatory compliance, and administer family office operations. The role serves as a trusted financial partner collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, and preserve intergenerational wealth.This is a senior, comprehensive role requiring deep expertise in family office operations, multi-entity financial oversight, and high-net-worth wealth management.Apply for this Position