Senior Family Office Director & Wealth Strategy

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

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.