We are looking for an experienced and strategic Head of Family Office to lead and oversee financial, investment, and estate planning activities for a prominent family. Based in Dallas, Texas, this role requires a results-driven individual who can manage complex financial operations, ensure compliance, and foster a high-performing team. The ideal candidate will bring exceptional leadership skills and a deep understanding of family office management.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial strategies that align with the family’s long-term goals and objectives.<br>• Prepare, analyze, and present financial statements, budgets, and forecasts to family members and key stakeholders.<br>• Oversee liquidity management for multiple investments, collaborating with operating company management to achieve strategic financial objectives.<br>• Coordinate with external accounting firms to propose and execute tax-efficient strategies that minimize liabilities.<br>• Lead estate planning efforts, including the administration of trusts, foundations, and other vehicles, while working closely with legal counsel and estate planning attorneys.<br>• Establish and maintain robust risk management practices to safeguard the family’s assets and ensure compliance with legal and regulatory requirements.<br>• Supervise internal controls and financial reporting processes to uphold the integrity and accuracy of financial operations.<br>• Mentor and guide the family office staff, fostering a culture of excellence, integrity, and continuous improvement.<br>• Build and nurture strong relationships with family members, external partners, and other key stakeholders.

<p>• Bachelor’s degree in finance, accounting, or a related field; advanced degree or certifications (e.g., CPA, CFA) preferred.</p><p>• Extensive experience in family office management, financial strategy, and estate planning.</p><p>• Strong knowledge of investment management, including liquidity planning and compliance.</p><p>• Expertise in tax planning and familiarity with multi-generational estate planning strategies.</p><p>• Proven ability to oversee risk management and ensure compliance with legal and regulatory standards.</p><p>• Demonstrated leadership skills with a track record of building and managing high-performing teams.</p><p>• Advanced proficiency in financial reporting and analysis.</p><p>• Excellent interpersonal and communication skills for interacting with family members and external stakeholders.</p>

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