Callan Family Office · 13 hours ago
Director of Philanthropic Consulting and Wealth
United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCallan Family Office is seeking a Director of Philanthropic Consulting & Wealth, a senior, client-facing role responsible for supporting business development and delivering sophisticated philanthropic consulting. This role involves advising ultra-high-net-worth families and foundations on complex philanthropic and wealth strategies while collaborating closely with relationship teams and the Family Governance and Education team.
Financial ServicesRetirementWealth Management
Responsibilities
Drive and support new business development efforts across wealth planning, philanthropy, and family office services
Serve as a senior member of the sales and consulting team, participating in prospect strategy, opportunity vetting, proposal development, and closing activities
Provide fiduciary oversight and advisory leadership for philanthropic compliance and tax reporting, coordinating with third-party foundation and donor-advised fund administrators to ensure regulatory alignment and best practices
Consult with families, foundations, and endowments on charitable giving strategies and governance
Prepare and deliver presentations to prospects and clients
Maintain external visibility through networking and industry involvement
Deliver customized philanthropic, wealth, and legacy planning advice
Integrate philanthropic education and governance into broader wealth planning
Facilitate and lead meetings with family members, boards, and advisors
Play a key leadership role in the development and implementation of marketing strategies relating to philanthropic consulting services
Serve as a subject matter expert across estate, tax, and legacy planning
Provide oversight for and complete complex wealth planning analyses and deliverables
Establish and promote best practices for end-to-end wealth planning
Partner with FOS & Consulting team members to educate relationship teams, clients, and prospects on planning strategies and regulatory developments
Participate in family meetings and educational sessions
Contribute to the firm’s value proposition and intellectual capital
Develop educational materials for clients and prospects
Present at conferences and internal training sessions
Mentor and support advisors and planners across the firm
Qualification
Required
Undergraduate degree (required) – Finance, Business, Non-profit Management, etc
Advanced professional degree (required) – JD, CPA, CFP®
Deep expertise in wealth, estate, tax, and philanthropic planning
Professional presence and exceptional verbal and written communication skills
Experience engaging with multigenerational families on wealth and philanthropy topics
Knowledge of philanthropic sectors, giving structures, and emerging trends, and the ability to translate that knowledge into practical guidance for clients
Knowledge of laws and regulations governing private foundations, donor-advised funds, and charitable entities
Demonstrated ability to collaborate effectively across internal teams and external partners to deliver integrated client solutions
Leadership, mentoring, and client relation skills
Effective listening skills
Ability to synthesize complex information
Ability to influence clients, prospects, and colleagues through thoughtful communication, sound judgment, and a consultative approach
Self-starter, intellectual curiosity, creative thinking, and strong desire and capacity for building/supporting diversity, equity, and inclusion
Ability to manage and prioritize work
Demonstrated public speaking skills
Willingness to travel for business
Exceptional organizational skills and attention to detail
Ability to develop, cultivate, and maintain professional relationships within the philanthropic sector to enhance firm visibility and opportunity development
Preferred
Advanced degree or designation in philanthropy (preferred) - CAP
8+ years advising ultra-high-net-worth families
Experience with foundations, endowments, and philanthropic governance
Company
Callan Family Office
Callan Family Office is a financial services company that offers wealth planning and investment management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jack Ginter
Chief Executive Officer & Founding Partner
Recent News
Callan Family Office
2025-09-12
2025-04-29
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