Director, Family Office

Role Overview

• Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices.
• Lead all internal and external client communications with clarity, professionalism, and strategic insight.
• Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings.
• Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.
• Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management.
• Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service.
• Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions).
• Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team.
• Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements.
• Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements.
• Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations.
• Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools.
• Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression.
• Align staffing across clients to optimize realization, team development, and service quality.
• Promote a culture of collaboration, innovation, and continuous improvement.
• Model Armanino’s values and actively support firmwide initiatives, PVAs, and practice growth priorities.
• Identify new business opportunities within existing client relationships and through external networks.
• Contribute to proposal development, pricing strategies, and onboarding of new clients.
• Develop and maintain a market-facing presence that enhances Armanino’s brand in the private client and family office community.
• Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.
• Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High‑Net‑Worth client service experience.
• Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery.
• Deep understanding of GAAP, financial reporting, general ledger accounting, and multi‑entity structures.
• Proficiency in Sage Intacct (required), Excel, and related financial management technologies.
• Strong executive communication skills and ability to build trust with sophisticated families, executives, and advisor networks.
• Preferred Qualifications CPA, CFP, CMA, or other relevant professional certification.
• Experience with investment reporting, alternative investments, trust/estate accounting, or complex entity structures.
• Strong business development skills and a track record of contributing to practice growth.
• Experience managing relationships with institutional-level advisors (legal, tax, wealth, insurance).

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays