Director, Family Office Services, Philadelphia
Company: International Search Consultants
Location: Philadelphia
Posted on: January 21, 2026
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Job Description:
Job Description Job Description Director, Family Office Services
Philadelphia, PA ISC’s team of Financial Services Recruiters has
been retained by a prominent and growing global investment firm.
The firm acts as a Family Office to UHNW clients including
individuals, families, trusts, foundations, and endowments. Due to
growth, the firm is looking for a Director, Family Offices Services
to join the Philly area office. The Family Office Services team
provides a unique and high touch service offering to select
Ultra-High Net Worth individuals and families looking for
personalized Family Office support. This role will be highly
visible within the Firm with opportunities to collaborate with
other departments and interface with premier clients.
Responsibilities: Provide strategic oversight for extended services
for select portfolio of clients. Serve as a key contributor in
partnership with Client accounting firms in the creation of annual
budget and reporting. Review all new trusts and perform annual
trust audits to ensure regulatory requirements are met in addition
to maintaining and updating all estate planning documents. Manage
and administer philanthropic giving for client. Oversee management
of all properties domestic and abroad with regard to communication
and property manager coordination including new construction
ventures. Provide strategic review of all money movements such as
bill pay, payroll, and distributions for UHNW clients. Monitor and
audit internal processes to ensure efficiency and compliance with
required regulations. Serve as main point of contact for auditing
agencies. Advocate for the Family Office Services team as the face
of the department, interface with key Executive Leadership and
Client Advisors on benefits of these services to provide occasional
support in perspective client meetings. Manage and lead ad hoc
projects as needed by clients. Requirements: Bachelor’s Degree in
Accounting or Finance. 10 years’ experience providing UHNW client
support with a financial institution, law firm, or family office.
CTFA or CPA preferred. JD welcomed, but not required. Experience
with Partnerships and LLC’s. Exposure to Trusts/Estates and Tax
prep required. Experience in multiple property management and
employee oversight a plus. Excellent communication skills, written
and verbal, with internal and external stakeholders are essential
to this role. Rewards: Opportunities to work with large, complex
portfolios and direct client interaction with UHNW
individuals/families/endowments. Tremendous long-term career
opportunity with continued growth and professional development.
Keywords: International Search Consultants, Passaic , Director, Family Office Services, Philadelphia, Accounting, Auditing , Philadelphia, New Jersey
