Glocap Search · 4 days ago
Director of Tax Planning - Family Office
NYC Metro Area
Full-time
Onsite
Director/Executive
10+ years expGlocap Search is seeking a Director of a Family Office to play a strategic leadership role in overseeing comprehensive wealth management and family office services. This individual will coordinate across various domains including investment advisory, tax planning, estate planning, and more, acting as a trusted advisor to client families.
Hedge FundsRecruitingWealth Management
Hiring Manager
Agustina Dier
Responsibilities
Act as a trusted advisor to client families, overseeing and integrating all aspects of their financial and personal affairs
Manage and lead a multidisciplinary team including investment professionals, tax and legal advisors, and client service staff
Develop and implement tailored wealth management strategies, including investment oversight, estate planning, risk management, and generational wealth transfer
Oversee operations related to accounting, reporting, and compliance to ensure accuracy and timeliness
Coordinate with external advisors (e.g., attorneys, CPAs, investment managers) to ensure all aspects of a client’s financial plan are aligned
Drive business development efforts through referrals, networking, and maintaining an excellent reputation within the UHNW space
Qualification
Required
Bachelor's degree required
10+ years of experience in wealth management, private banking, or a multi-family office environment
Demonstrated ability to manage complex client relationships and multi-generational planning
Preferred
advanced degree (JD, MBA, CPA, or CFP) preferred
Company
Glocap Search
Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms,
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Zoia
Executive Chairman & Founder
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