Silvercrest Asset Management · 1 month ago
Director of Family Office Services
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $250K/yr
10+ years expSilvercrest Asset Management Group LLC is a leading independent investment advisor specializing in bespoke asset management and family office services. The Director of Family Office Services will oversee the delivery of comprehensive wealth management services to ultra-high-net-worth families, coordinating across various financial disciplines to meet client needs.
Asset ManagementFinancial ServicesRisk ManagementWealth Management
Responsibilities
Act as a trusted advisor to client families, overseeing and integrating all aspects of their financial and personal affairs
Manage and lead a multidisciplinary team including investment professionals, tax and legal advisors, and client service staff
Serve as a key point of contact for clients, ensuring proactive communication, customized service, and long-term relationship building
Develop and implement tailored wealth management strategies, including investment oversight, estate planning, risk management, and generational wealth transfer
Oversee operations related to accounting, reporting, and compliance to ensure accuracy and timeliness
Coordinate with external advisors (e.g., attorneys, CPAs, investment managers) to ensure all aspects of a client’s financial plan are aligned
Identify and implement process improvements to enhance efficiency, scalability, and client satisfaction
Drive business development efforts through referrals, networking, and maintaining an excellent reputation within the UHNW space
Qualification
Required
Bachelor's degree required
10+ years of experience in wealth management, private banking, or a multi-family office environment
Demonstrated ability to manage complex client relationships and multi-generational planning
Strong leadership, project management, and interpersonal skills
Deep understanding of investment strategies, estate planning, tax structuring, and family governance
High level of discretion, integrity, and a client-first mindset
Preferred
CPA Preferred
advanced degree (JD, MBA, CPA, or CFP) preferred
Benefits
Robust benefits
Incentive-based compensation
Company
Silvercrest Asset Management
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$0.27M2018-06-07Post Ipo Equity· $0.1M
2017-11-11Post Ipo Equity· $0.17M
2013-06-27IPO
Leadership Team
N
Nitish Sharma
Managing Director, Head of International Consultant Relations
Recent News
2025-10-31
Silvercrest Asset Management Group Inc.
2025-10-31
Silvercrest Asset Management Group Inc.
2025-10-29
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