Family Office Director - San Antonio, Texas

Job Summary

The Family Office Director is responsible for coordinating all family office functions within Richter Legacy Group. This position provides leadership to the Family Office team, including business, financial, and investment guidance, professional services, and staffing resources. This position will also coordinate philanthropy and other enterprise efforts.

Specific Duties

• Oversee the management and strategic development of the family office services provided to the Richter Legacy Group founders.
• Oversee preparation of financial statements, tax returns, and periodic investment portfolio reports for Richter Legacy Group.
• Oversee and lead all Richter Legacy Group team members, including hiring and staffing.
• Collaborate with the HOLT Group family office and other individual family offices for the benefit of the entire enterprise.
• Liaise with the lawyers, trustees, accountants, real estate brokers, insurance brokers, and other external advisors affecting family-directed strategies and initiatives and charged with family office investment and accounting activities.
• Maintain a financial and operating environment that is focused on the Richter family’s core values and ethical standards.

The incumbent in this position is expected to model the following practices

Essential Functions

Knowledge, Skills, And Abilities

Education And Experience

Supervisory Responsibilities

Travel

Physical Requirements

Disclaimer

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

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