Family Office Director - Wealth & Trust Strategy
barnardBozeman, MT
Family Office Director - Wealth & Trust Strategy
barnardBozeman, MTManager L7
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency Accounts
APPLY NOWBarnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.
The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.
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Level
Manager L7
Location
Bozeman, MT
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday