Confidential
Overview
A confidential UHNW Principal/Chairman is seeking an experienced Chief of Staff to serve as the strategic right hand and oversee all aspects of family office operations. This role supports the seamless execution of personal, financial, and philanthropic initiatives while ensuring the highest level of discretion, operational excellence, and strategic alignment. Key Responsibilities
Strategic Leadership & Coordination
Serve as the primary liaison between the Principal/Chairman and internal/external stakeholders. Translate the Principal/Chairman’s vision into actionable plans with timely execution. Oversee strategic projects, including investment initiatives, philanthropic programs, and business ventures.
Operational Oversight
Manage daily operations of the family office, including staff oversight and vendor management. Ensure compliance with legal, tax, and regulatory requirements in coordination with external advisors. Maintain systems for reporting, budgeting, and performance tracking. Coordinate travel, events, and personal logistics for the Principal/Chairman and family members. Oversee property management, household staff, and luxury asset maintenance. Uphold strict confidentiality and security protocols. Partner with financial advisors, accountants, and legal teams to monitor investments and estate planning activities. Prepare executive summaries and dashboards highlighting financial performance and strategic opportunities.
Philanthropy & Legacy Planning
Support charitable initiatives, foundation operations, and broader impact-driven projects. Ensure alignment with the Principal/Chairman’s long-term values and legacy objectives.
Qualifications
10+ years of experience in executive leadership, private wealth management, or family office operations. Bachelor’s degree required; MBA or advanced degree preferred. Exceptional organizational and project management skills. Strong financial literacy with ability to interpret complex reports. High emotional intelligence and skilled handling of sensitive matters. Excellent communication and negotiation abilities. Demonstrated integrity, confidentiality, and adaptability in dynamic environments. Service-oriented mindset with a commitment to excellence. Competitive base salary with performance-based incentives. Discretionary bonus and potential equity participation in select ventures. Seniority level
Executive Employment type
Full-time Job function
Strategy/Planning, Management, and Project Management Industries
Individual and Family Services, Investment Management, and Financial Services
#J-18808-Ljbffr
A confidential UHNW Principal/Chairman is seeking an experienced Chief of Staff to serve as the strategic right hand and oversee all aspects of family office operations. This role supports the seamless execution of personal, financial, and philanthropic initiatives while ensuring the highest level of discretion, operational excellence, and strategic alignment. Key Responsibilities
Strategic Leadership & Coordination
Serve as the primary liaison between the Principal/Chairman and internal/external stakeholders. Translate the Principal/Chairman’s vision into actionable plans with timely execution. Oversee strategic projects, including investment initiatives, philanthropic programs, and business ventures.
Operational Oversight
Manage daily operations of the family office, including staff oversight and vendor management. Ensure compliance with legal, tax, and regulatory requirements in coordination with external advisors. Maintain systems for reporting, budgeting, and performance tracking. Coordinate travel, events, and personal logistics for the Principal/Chairman and family members. Oversee property management, household staff, and luxury asset maintenance. Uphold strict confidentiality and security protocols. Partner with financial advisors, accountants, and legal teams to monitor investments and estate planning activities. Prepare executive summaries and dashboards highlighting financial performance and strategic opportunities.
Philanthropy & Legacy Planning
Support charitable initiatives, foundation operations, and broader impact-driven projects. Ensure alignment with the Principal/Chairman’s long-term values and legacy objectives.
Qualifications
10+ years of experience in executive leadership, private wealth management, or family office operations. Bachelor’s degree required; MBA or advanced degree preferred. Exceptional organizational and project management skills. Strong financial literacy with ability to interpret complex reports. High emotional intelligence and skilled handling of sensitive matters. Excellent communication and negotiation abilities. Demonstrated integrity, confidentiality, and adaptability in dynamic environments. Service-oriented mindset with a commitment to excellence. Competitive base salary with performance-based incentives. Discretionary bonus and potential equity participation in select ventures. Seniority level
Executive Employment type
Full-time Job function
Strategy/Planning, Management, and Project Management Industries
Individual and Family Services, Investment Management, and Financial Services
#J-18808-Ljbffr