About the Role:This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes.
You'll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships-helping families translate goals into action, manage sophisticated deal flow, and execute planning with precision. This is a senior seat with room for meaningful influence.
What You'll LeadTax & Financial Strategy - Develop and oversee tax-optimized wealth and income strategies.
- Lead advanced cash flow modeling to inform near-term planning and long-term capital allocation.
- Ensure all recommendations are coordinated across investment, legal, and estate perspectives.
Investment & Deal Advisory - Guide due diligence for private equity, venture capital, and direct investments.
- Evaluate structures, risks, and alignment with the family's overarching financial architecture.
- Support pre- and post-liquidity event planning for founders and business owners.
Business & Operational Consulting - Advise business-owning families on performance, structure, and exit readiness.
- Drive strategic planning for operating companies, special projects, and family enterprises.
- Coordinate with other advisors to ensure execution across all verticals.
Leadership & Execution - Manage a team of strategic consultants and analysts-delivering clear, consistent client value.
- Maintain accountability across workflows, deliverables, and relationship health.
- Promote a culture of rigor, responsiveness, and strategic ownership.
What You Bring Depth of Experience - 10+ years in UHNW tax planning, financial consulting, or advisory roles.
- Exposure to deal structuring, due diligence, or business strategy is critical.
- Track record of managing complex deliverables across multiple stakeholders.
Educational Foundation - Bachelor's in Finance, Accounting, or a related field required; advanced degree preferred.
- CPA, CFA, JD, or MBA credentials are a strong plus.
- Series 65 license or ability to obtain one within 60 days
Client and Team Leadership - You know how to lead conversations in the boardroom and the family office.
- You're comfortable managing others and setting a standard of excellence.
- You operate with sound judgment, forward-thinking, and discretion.
Why This Role? - Intellectually Rigorous Work - Dive into complex financial systems and strategic planning that matter.
- Elite Clients & Challenges - Collaborate with founders, operators, and global families making consequential decisions.
- Leadership Opportunity - Guide a talented team, contribute to firm strategy, and shape client outcomes.
- Aligned Incentives - Be recognized and rewarded for real value delivered-not activity for activity's sake.
We have excellent benefits that include - Performance-based bonuses as part of your overall compensation
- Health, dental, vision, pet, life, and disability insurance
- 401(k) retirement plan
- Leadership and skills training opportunities
- Support for a positive work/life balance
- Paid holidays and Paid Time Off (PTO)
- PTO accrual increases with years of service
- Extra perks like holiday savings programs, company events, and the chance to contribute to the future success of a growing company
If you want to work at the intersection of strategy, execution, and generational wealth-and you have the horsepower to match-this is your opportunity to lead from the front.
