Family Office Manager

Granahan McCourt Capital; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

Granahan McCourt Capital seeks a seasoned Family Office Manager to oversee the daily operations of a high‑touch family office, coordinating personal, financial, and lifestyle needs with advisers, staff, and service providers.

The role requires exceptional organisation, discretion, and the ability to manage multiple priorities in a confidential, fast-paced environment. Strong communication and financial reporting experience are essential.

Qualifications

• Significant experience in family office management, private wealth management, professional services, executive support, finance, or a related environment.
• Excellent organisational and project-management skills.
• Strong numerical and analytical ability.
• High levels of discretion, integrity, and confidentiality.
• Experience coordinating legal, tax, accounting, and investment advisers.

Responsibilities

• Oversee the day-to-day operations and administration of the family office.
• Coordinate the activities of external advisers, including accountants, lawyers, tax advisers, investment managers, insurance brokers, and other professional service providers.
• Maintain accurate and confidential family office records and documentation.
• Monitor important deadlines, commitments, renewals, and compliance requirements.
• Coordinate household and family office budgets, cash flow, expenses, and payments.

Skills

Family office management

Private wealth

Executive support

Financial administration

Discretion

Education

Finance degree

Tools

Microsoft Office

Financial reporting systems

Job description

The Family Office Manager is responsible for the efficient and discreet management of the family office and the coordination of the family’s personal, financial, administrative, and lifestyle requirements. The role acts as a central point of coordination between family members, professional advisers, investment managers, household staff, and external service providers.

The successful candidate will demonstrate exceptional organisational skills, sound judgement, discretion, attention to detail, and the ability to manage multiple priorities in a confidential and fast-paced environment.

Key Responsibilities

Family Office Operations

• Oversee the day-to-day operations and administration of the family office.
• Establish and maintain efficient systems, processes, records, and reporting procedures.
• Coordinate the activities of external advisers, including accountants, lawyers, tax advisers, investment managers, insurance brokers, and other professional service providers.
• Maintain accurate and confidential family office records and documentation.
• Monitor important deadlines, commitments, renewals, and compliance requirements.
• Coordinate household and family office budgets, cash flow, expenses, and payments.
• Review invoices, statements, expenses, and supporting documentation.
• Liaise with accountants and advisers regarding financial reporting, tax matters, and statutory requirements.
• Assist with the preparation of consolidated financial and management reports.
• Maintain oversight of banking relationships and administrative financial matters.
• Ensure appropriate authorisation and approval processes are followed.

Investment & Asset Administration

• Coordinate with investment advisers, asset managers, banks, and custodians.
• Maintain consolidated records of investments, property, trusts, companies, and other family assets.
• Assist with investment reporting and the preparation of portfolio summaries.
• Coordinate documentation and administration relating to acquisitions, disposals, valuations, and other transactions.
• Monitor key investment-related deadlines and reporting requirements.

Property & Lifestyle Management

• Oversee the administration of family residences and other properties.
• Coordinate property maintenance, contractors, insurance, utilities, and household services.
• Manage relationships with household staff and external service providers where required.
• Assist with travel arrangements, events, family occasions, and other lifestyle requirements.
• Coordinate logistics for family members while maintaining a high level of discretion and service.
• Coordinate insurance policies and risk-management matters.
• Maintain registers and documentation relating to family entities, assets, and important legal documents.
• Identify operational risks and recommend practical improvements.

Family & Stakeholder Management

• Develop trusted relationships with family members and their representatives.
• Act as a professional and discreet point of contact for internal and external stakeholders.
• Handle sensitive matters with maturity, diplomacy, and sound judgement.
• Anticipate family requirements and proactively resolve issues.
• Ensure that requests are managed efficiently from initial instruction through to completion.

The ideal candidate will have:

• Significant experience in family office management, private wealth management, professional services, executive support, finance, or a related environment.
• Strong understanding of financial administration and working with professional advisers.
• Excellent organisational and project-management skills.
• Strong numerical and analytical ability.
• Exceptional attention to detail.
• Excellent written and verbal communication skills.
• High levels of discretion, integrity, and confidentiality.
• The ability to prioritise competing demands and work independently.
• Strong interpersonal skills and a service‑oriented approach.
• Excellent IT and systems skills, including Microsoft Office and financial/reporting systems.
• Previous experience within a single-family office or multi-family office.
• Experience working with high-net-worth or ultra-high-net-worth individuals and families.
• Knowledge of investment portfolios, trusts, foundations, family-owned businesses, and/or property portfolios.
• Experience coordinating legal, tax, accounting, and investment advisers.
• Experience managing household staff and luxury service providers.
• Relevant professional qualification in finance, accounting, business, wealth management, or a related discipline.

The successful candidate will be:

• Discreet and trustworthy — understands the importance of confidentiality.
• Proactive — anticipates needs rather than simply responding to requests.
• Highly organised — able to manage complex information and multiple priorities.
• Commercially aware — understands costs, value, risk, and financial implications.
• Calm under pressure — handles sensitive or urgent situations professionally.
• Diplomatic — able to work effectively with family members and diverse advisers.
• Detail-oriented — ensures accuracy without losing sight of the bigger picture.
• Flexible and hands-on — willing to take ownership and get involved where required.

Success in the role will be measured by:

• Efficient and reliable day-to-day operation of the family office.
• Accurate and timely reporting.
• Effective coordination of professional advisers and service providers.
• Strong management of family assets, properties, and administrative requirements.
• Maintenance of confidentiality, compliance, and appropriate governance.
• Proactive identification and resolution of issues.
• High levels of trust and satisfaction among family members.

Location: Philadelphia

Employment Type: Full-time

Travel: As required

Working Hours: As required, with flexibility for family requirements

Please note, no external support is required at this time.