The Director of Executive & Family Office serves as a trusted partner to the CEO, providing leadership and coordination across the Crest Advisory Board (CAB), family office, investments, and other ownership-related priorities.
This role brings structure, visibility, and disciplined follow-through to matters requiring the CEO's attention while protecting his capacity for the highest-value work. The position requires exceptional judgment, discretion, organization, and the ability to manage complex relationships and priorities with a high degree of independence.
Key ResponsibilitiesCrest Advisory Board- Own the CAB annual calendar and operating rhythm.
- Develop agendas and coordinate pre-reads, presentations, and meeting materials.
- Ensure decisions, commitments, and follow-up actions are documented and completed.
- Serve as the primary point of coordination for CAB members and related activities.
Family Office & Investments- Coordinate family office priorities, investments, entities, and key relationships.
- Maintain visibility into investment activity, performance, opportunities, and outstanding decisions.
- Coordinate with financial advisors, attorneys, accountants, investment partners, and other external professionals.
- Organize information and analysis to support sound investment and ownership decisions.
- Ensure important records, commitments, and documentation are maintained.
CEO & Ownership Priorities- Serve as a trusted partner on confidential and ownership-related matters.
- Coordinate special projects and priorities that span Crest, the family office, and other interests.
- Prepare briefing materials and organize information needed for key decisions.
- Anticipate needs, identify gaps, and ensure consistent follow-through.
- Preserve institutional knowledge and continuity across ownership and governance matters.
Success Measures- CAB meetings are strategic, well-prepared, and result in clear decisions and follow-through.
- Family office and investment priorities are organized, visible, and proactively managed.
- The CEO has timely, decision-useful information on investments and ownership matters.
- External advisors and key relationships are effectively coordinated.
- Commitments are tracked and completed without requiring CEO intervention.
- Sensitive matters are handled with exceptional judgment and discretion.
Qualifications- Significant experience working with senior executives, family offices, investments, governance, business operations, or related areas.
- Strong business and financial acumen with the ability to understand investments and complex ownership matters.
- Exceptional organizational, communication, and relationship-management skills.
- High degree of discretion, integrity, and sound judgment.
- Proactive, resourceful, and comfortable operating independently in ambiguous situations.
- Strong follow-through with the ability to manage multiple priorities and stakeholders.
- Low ego, high ownership, and a service-oriented mindset.
