Family Office Operations Manager

Synergy Private is a multidisciplinary family office platform serving high-net-worth and ultra-high-net-worth individuals, families, founders, and executives. We coordinate sophisticated financial matters across tax, investments, risk management, estate planning, and business affairs.

Our practice operates through three complementary service offerings:

•  Advisory: Comprehensive planning and strategic advice across tax, investments, risk, and estate planning.

•  Management: Ongoing coordination, project management, and oversight of the implementation of clients' personal financial strategies.

•  Family Office Services (FOS): Execution of specialized services such as accounting, tax preparation, investment management, document drafting, and related services.

We are hiring two Family Office Operations Managers who will work as peers, supporting each other in managing the affairs of our family office clients and serving as central relationship and implementation managers for our clients.

Both positions share the responsibilities and qualifications below. Ideally, one will bring deep private banking and wealth management experience and the other deep tax and estate planning experience, so that the two complement each other.

This is not a traditional client service or administrative position. We need a multidisciplinary professional who understands how complex financial, tax, legal, and business matters intersect—and possesses the judgment, organizational ability, and professional fluency to coordinate their execution.

The ideal candidate has substantial experience serving affluent families, executives, entrepreneurs, or closely held businesses, preferably within a family office, private bank, wealth management firm, tax advisory practice, or private-client law firm.

Expertise or licensure in every financial planning discipline is not expected. Sufficient technical knowledge to identify needs, engage the right specialists, understand dependencies, and ensure completion is essential. This role will be supported by extensive AI tools and internal resources; comfort with AI and an exceptional ability to learn quickly are highly valued.