Director, Family Services
Lead the delivery of bespoke services for ultra-high-net-worth clients. High trust, client relationship excellence, and broad wealth management experience required. Competitive, full-time position.
Director, Family Services — Position Overview
The Director, Family Services role is a full-time opportunity tailored for candidates experienced in managing and advising ultra-high-net-worth (UHNW) families. Salary details remain undisclosed, but expectations are for a competitive package with benefits suited to high-caliber professionals. This position is positioned in a demanding yet rewarding environment, calling for keen attention to client needs and a strong commitment to discretion.
Ideal applicants possess a robust wealth management background, proven excellence in building trusted client relationships, and a steady track record in overseeing multi-faceted family services. On offer is the chance to engage at the highest level with financial, estate planning, and lifestyle management.
This leadership appointment goes beyond everyday tasks—candidates are expected to serve as key advisors, overseeing multiple service lines while ensuring confidentiality and exceptional standards are always maintained.
The work atmosphere is collaborative, fostering growth and personal development for top-performing candidates. The full-time status ensures sustained collaboration and long-term value creation for the clients served.
Responsibilities and Role Details
The Director is responsible for managing a comprehensive suite of services for UHNW clients, centering on financial and estate planning, philanthropic initiatives, and personal lifestyle management. Daily, you will act as a trusted advisor, addressing client requests, facilitating strategic family meetings, and orchestrating bespoke solutions across a range of requirements.
Expect to interact directly with clients, analyze their needs, and supervise both internal and external teams—ensuring all matters are processed ethically and efficiently. Discretion and service excellence underscored by a proactive approach are paramount.
You will also maintain meticulous records, contribute to ongoing improvement initiatives, and solve complex problems related to every facet of client wealth and well-being. Success is measured by the satisfaction and security of the client families you serve.
Collaboration with tax, legal, and investment professionals further defines the working day, demanding clear communication and long-term strategic thinking. The role promises dynamic and meaningful work surrounded by equally driven colleagues.
Key Advantages of the Position
One clear benefit is the high-impact nature of the work—providing trusted advice to UHNW families and influencing significant generational outcomes. The position brings the unique gratification of supporting philanthropy and well-being on a deeply personal level.
The culture is supportive and the leadership provides substantial resources for professional development, ensuring your skillset continues to grow year over year. You will consistently collaborate with best-in-class service providers, learning from the best in the industry.
This is not just a job—it is a launch pad for strategic thinkers and relationship-builders motivated by long-term achievement and personal satisfaction. For those looking to deepen their expertise in UHNW client service, few roles offer similar reach and responsibility.
Potential Downsides
The demands on your time and attention can be considerable, given the 24/7 nature of some client needs and the complexity of managing multiple priorities at once. The role calls for high levels of resilience and constant professionalism.
Additionally, the confidentiality required can curtail some professional networking opportunities outside of direct client service. This focus may not appeal to those seeking a more traditional or transactional wealth management environment.
Final Verdict
For experienced wealth management professionals who thrive on relationship management, discretion, and leadership, the Director, Family Services opening stands out as a coveted, high-responsibility career move. Despite its intensity, the opportunity to build lasting, positive change and shape family legacies is unmatched. The role rewards top performers with a rare combination of professional enrichment and meaningful client impact.
