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Family Office Exchange, Inc. in Ohio seeks a President to serve as the central link between three principal family members and to direct estate and trust matters, accounting, tax, and legal coordination.
The President will partner with the Chief Investment Officer and work with the Principals, Board of Directors, and committees to set and implement strategy aligning with the family’s long-term success. The ideal candidate will be an emotionally intelligent leader, skilled in relationship
A nearly 40-year-old, single-family office based in Ohio, is hiring a President as their incumbent retires. The successful candidate will act as the central point between three principal family members and direct a range of functions including estate and trust matters, accounting, tax, and legal coordination.
He or she will partner with the Chief Investment Officer and work directly with the Principals, Board of Directors, and committees to set and implement strategy that supports the family’s continued success.
The successful candidate will be a highly skilled, emotionally intelligent leader, adept at relationship management and behind-the-scenes execution, with prior family office experience in a leadership role.