Family Office Director - Wealth & Trust Strategy

Barnard Inc; Bozeman (MT); On-site; USD 120,000 - 200,000; Full time

Job summary

Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.

The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.

Qualifications

• Bachelor’s degree in Accounting, Business, Finance required; MBA/CPA/CFP/CFA preferred.
• 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, or corporate finance.
• Experience working with high-net-worth individuals or family offices; strong tax and estate knowledge preferred.

Responsibilities

• Oversee financial, legal, tax and administrative affairs for a high-net-worth family and trusts.
• Coordinate with attorneys, CPAs, bankers, investment advisors, and insurers.
• Maintain estate plans, trusts, and family legacy structures; ensure tax efficiency and regulatory compliance.
• Provide accounting, tax services, and wealth planning support for personal, business, and trust matters.

Skills

Strong business acumen

Investment sense

Discretion

Communication

Analytical thinking

Financial modeling

Strategic planning

Education

Bachelor’s degree in Accounting, Business, Finance

MBA, CPA, CFP, CFA preferred

Job description

Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.

The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.