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Description We are looking for an experienced and strategic Head of Family Office to lead and oversee financial, investment, and estate planning activities for a prominent family. Based in Dallas, Texas, this role requires a results-driven individual who can manage complex financial operations, ensure compliance, and foster a high-performing team. The ideal candidate will bring exceptional leadership skills and a deep understanding of family office management.

Responsibilities:

• Develop and implement comprehensive financial strategies that align with the family’s long-term goals and objectives.

• Prepare, analyze, and present financial statements, budgets, and forecasts to family members and key stakeholders.

• Oversee liquidity management for multiple investments, collaborating with operating company management to achieve strategic financial objectives.

• Coordinate with external accounting firms to propose and execute tax-efficient strategies that minimize liabilities.

• Lead estate planning efforts, including the administration of trusts, foundations, and other vehicles, while working closely with legal counsel and estate planning attorneys.

• Establish and maintain robust risk management practices to safeguard the family’s assets and ensure compliance with legal and regulatory requirements.

• Supervise internal controls and financial reporting processes to uphold the integrity and accuracy of financial operations.

• Mentor and guide the family office staff, fostering a culture of excellence, integrity, and continuous improvement.

• Build and nurture strong relationships with family members, external partners, and other key stakeholders. Requirements

• Bachelor’s degree in finance, accounting, or a related field; advanced degree or certifications (e.g., CPA, CFA) preferred.

• Extensive experience in family office management, financial strategy, and estate planning.

• Strong knowledge of investment management, including liquidity planning and compliance.

• Expertise in tax planning and familiarity with multi-generational estate planning strategies.

• Proven ability to oversee risk management and ensure compliance with legal and regulatory standards.

• Demonstrated leadership skills with a track record of building and managing high-performing teams.

• Advanced proficiency in financial reporting and analysis.

• Excellent interpersonal and communication skills for interacting with family members and external stakeholders.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .