Director of Family Office
Director of Family Office
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Salary Not Disclosed
1 Vacancy
Job Description
Auro Hotels is in search of a Director of Family Office to work out of their Greenville South Carolina location that serves a three-generation family.
Overview:
The Director will work with the Family governing body to determine the strategic goals and priorities for the family office to ensure premium service delivery and a hands-on relationship management for each client. The Director will be responsible for overseeing the implementation and delivery process of all services being provided which involve management of all daily operations of the family office and its staff. This role offers a unique opportunity to contribute to investment strategies and portfolio management oversight to meet the Family objectives.
Key Responsibilities:
- Develop individual financial plans for each family member related to tax estate investments and philanthropic goals and exposure to risk. Coordinate the implementation process.
- Educate family members on the concepts underlying wealth creation asset protection and wealth transfer strategies.
- Develop and maintain relationships with current and future external advisors coordinate strategies and monitor fees commitments and advisor performance.
- Understand manage and monitor the organizations assets devise strategies for growth and recognize opportunities and risks in our various holdings.
- Monitor the performance of existing and potential investments in the hospitality portfolio. Coordinate with Auro Hotels CFO to prepare regular performance reports and updates for Family Office clients.
- Monitor the performance of the various investment portfolios and report clearly and timely to the Family. Work as a liaison between external Investment Managers and the Family to ensure they are acting on opportunities and meeting the Family goals.
Manage the daily operations of the family office including directing and monitoring the staff and coordinating day-to-day project management. Responsible for clear timely accurate reporting to the Family clients the office supports. - Ensure accurate accounting and tax reporting compliance for the various Trusts and Foundation created by family members. Develop a full understanding of how these entities contribute to the overall tax planning and wealth transfer.
- Improve and oversee personal financial statements and cash flow management for Family clients. Work closely with the CFO to ensure clear complete reporting to banks and to fully incorporate all business interests.
Requirements:
- Bachelor degree in Accounting Finance Economics or related field.
- Master of Business administration or Chartered Financial Analyst (CFA) designation is a plus.
- Strong work experience in the wealth management industry with broad exposure and
understanding of tax legal estate and/or financial planning. - Strong analytical skills with proficiency in financial modeling valuation techniques and statistical analysis.
- Excellent written and verbal communication skills; ability to present complex information clearly and effectively.
- Detail-oriented with strong organizational skills; capable of managing multiple tasks and priorities.
- Ability to exercise strong discretion in the case of personal family matters.
Attributes:
- Proactive and self-motivated with a strong work ethic.
- Ability to thrive in a collaborative team environment.
- Adaptability and willingness to learn in a fast-paced and dynamic work environment.
- Commitment to professionalism integrity and confidentiality.
Auro Hotels is an Equal Employment Opportunity and E-Verify Employer. All applicants are subject to background and substance abuse screening prior to any offer of employment.
Required Experience:
Director
Employment Type
Full-Time
