Director, Family Office Services
Selby Jennings — Baltimore, MD
Posted: 2026-10-06
Job Description
• Lead relationship management and customized service planning for ultra-high-net-worth families in a family office environment.
• Provide strategic guidance on wealth preservation, tax and estate planning, cash flow management, family governance, trusts, and wealth transfer.
• Coordinate attorneys, CPAs, investment advisors, trustees, and other professional stakeholders while overseeing complex financial structures and reporting.
• Lead client projects involving business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
• Requires a Bachelor's degree in Accounting, Finance, Business, or a related field and 10+ years of relevant experience.
• CPA, CFP, CFA, JD, or equivalent professional credential is strongly preferred; position is full-time in Baltimore, MD.