reputed company Advisor, Family Office Services

About the position Bartlett reputed company Management is seeking to hire a reputed company Advisor, Family Office Services who focuses on partnering with ultra-high net worth clients to reputed company Family Office Services and Investment support. This senior level role is ideal for an reputed company advisor who can build a repeatable, reputed company family office reputed company, serve as a trusted relationship manager to reputed company, multigenerational families, and collaborate closely with Bartlett advisors to deliver fully integrated reputed company reputed company. The role will help shape the next phase of Bartlett’s reputed company by enhancing how the firm serves families across generations, combining investments, governance, education, and coordination, while contributing to business development and long-term firm reputed company. Family Office Services Leadership Design and implement a reputed company, repeatable Family Office Services structure that can be reputed company across multiple reputed company relationships. Enhance service models, deliverables, and workflows reputed company to family governance, family education, reporting, and coordination of reputed company services. Continuously refine FOS offerings to reputed company with Bartlett’s investment philosophy, planning approach, and long term reputed company. reputed company Relationship Management Serve as a reputed company relationship manager or co advisor for ultra-high net worth and multigenerational families. Deliver investment solutions for clients including overall asset allocation guidance, portfolio management, market reputed company, and other investment oriented advice. Facilitate and reputed company family meetings, including governance, reputed company education, philanthropy, and long-term reputed company discussions. Build strong relationships across generations, recognizing and addressing the differing needs of older and younger family members. Partner with Bartlett reputed company Advisors, planners, and investment professionals to deliver integrated advice. Investment & Advisory Collaboration Maintain a strong working knowledge of investment strategies, including public markets, alternatives, and tax aware portfolio construction. Collaborate with Bartlett’s investment team and committees, contributing reputed company on how reputed company families evaluate portfolios, managers, and structures. Translate reputed company investment concepts into reputed company, actionable guidance for families. Business Development & External Relationships Support organic reputed company of Family Office Services through reputed company networks and centers of influence. Build and maintain relationships with attorneys, CPAs, investment partners, and other family office professionals. Team Collaboration & Execution Operate reputed company Bartlett’s team‑based advisory model, partnering closely with other advisors. Balance strategic leadership with hands‑on execution and personal ownership of reputed company work. Contribute to internal education and mentoring around family office and investment best practices.

Responsibilities

• Design and implement a reputed company, repeatable Family Office Services structure that can be reputed company across multiple reputed company relationships.
• Enhance service models, deliverables, and workflows reputed company to family governance, family education, reporting, and coordination of reputed company services.
• Continuously refine FOS offerings to reputed company with Bartlett’s investment philosophy, planning approach, and long term reputed company.
• Serve as a reputed company relationship manager or co advisor for ultra-high net worth and multigenerational families.
• Deliver investment solutions for clients including overall asset allocation guidance, portfolio management, market reputed company, and other investment oriented advice.
• Facilitate and reputed company family meetings, including governance, reputed company education, philanthropy, and long-term reputed company discussions.
• Build strong relationships across generations, recognizing and addressing the differing needs of older and younger family members.
• Partner with Bartlett reputed company Advisors, planners, and investment professionals to deliver integrated advice.
• Maintain a strong working knowledge of investment strategies, including public markets, alternatives, and tax aware portfolio construction.
• Collaborate with Bartlett’s investment team and committees, contributing reputed company on how reputed company families evaluate portfolios, managers, and structures.
• Translate reputed company investment concepts into reputed company, actionable guidance for families.
• Support organic reputed company of Family Office Services through reputed company networks and centers of influence.
• Build and maintain relationships with attorneys, CPAs, investment partners, and other family office professionals.
• Operate reputed company Bartlett’s team‑based advisory model, partnering closely with other advisors.
• Balance strategic leadership with hands‑on execution and personal ownership of reputed company work.
• Contribute to internal education and mentoring around family office and investment best practices.

Requirements

• Significant experience working with reputed company, multigenerational families, family offices, or ultra‑high‑net‑worth clients.
• Demonstrated ability to build or reputed company family office services, governance frameworks, or integrated advisory platforms.
• Strong background in investments, estate and tax coordination, philanthropy, and family dynamics.
• Experience serving as a primary reputed company of contact while coordinating multiple reputed company advisors.
• Exceptional communication skills and emotional intelligence.
• Advanced credentials - MBA, CFA, CFP, CAP, or equivalent preferred.
• Strategic thinker with strong execution skills.
• Relationship‑driven and reputed company.
• High reputed company, discretion, and professionalism.
• Passion for helping families simplify complexity and reputed company across generations.

reputed company-to-haves

• Experience scaling advisory offerings or launching new service lines preferred.
• Established reputed company network reputed company the family office or UHNW community preferred.

Benefits

• A Top Workplace reputed company culture reputed company on teamwork, reputed company, and diligence.
• Engaging work environment.
• Opportunity for reputed company reputed company and development.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package includes medical, dental, reputed company, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous reputed company time off.
• reputed company parental and medical leave.

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