Family Office Consultant

Bank of America

Family Office Consultant advising ultra-high-net-worth families on governance and family office structures. Focused on tailored solutions and multi-generational enterprise success with Bank of America.

Posted 7/28/2026full-timeNew York City • California, New York • 🇺🇸 United StatesSeniorLead💰 $209,000 - $327,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in advising ultra-high-net-worth families on family office structures, governance, and operational models, with a strong focus on relationship management and communication. Proven ability to facilitate family governance discussions and manage sensitive client situations with professionalism.

Highest-signal resume keywords

Family Office FormationGovernance StructuresMulti-Generational Wealth DynamicsProject ManagementRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Family Office Operating ModelsCompensation DesignSuccession PlanningOrganizational DesignRegulatory KnowledgeTax IssuesGovernance Best Practices

Soft Skills

Exceptional CommunicationFacilitation SkillsExecutive PresenceCredibility BuildingCollaboration

Industry Keywords

Ultra-High-Net-Worth FamiliesFamily EnterprisesFamily GovernanceDecision-Making ProtocolsClient EventsFamily Office Forums

About the role

Key responsibilities & impact

Advise families on the creation, evolution, and optimization of single-family office structures
Assess client needs and develop recommendations regarding family office operating models, staffing, compensation design, governance, and service delivery frameworks
Assist families evaluating family office formation following liquidity events, business sales, generational wealth transfers, or other significant life events
Facilitate discussions around family governance, decision-making, communication protocols, and family leadership structures
Serve as a trusted advisor to family principals and family office executives on organizational and governance matters
Represent the Private Bank at industry conferences, client events, and family office forums

Requirements

What you’ll need

10+ years of experience advising ultra-high-net-worth families, family offices, private business owners, or family enterprises
Deep expertise in family office formation, governance structures, family enterprise consulting, and multi-generational wealth dynamics
Experience facilitating family meetings, governance discussions, and succession planning conversations
Strong understanding of family office operating models, organizational design, and governance best practices
Knowledge of key regulatory and tax issues that impact family office design
Exceptional communication, facilitation, and executive presence skills
Proven ability to build credibility with family principals, family executives, and external advisors
Strong consulting, project management, and relationship management capabilities
Ability to influence and collaborate across multiple stakeholders and business lines
Demonstrated ability to manage sensitive client situations with discretion and professionalism.

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Access to paid time off