Family Office Director - Nashville

This job involves building a portfolio of high-complexity entrepreneurial family relationships, delivering technical execution, and leading monthly Family Office Rhythm meetings. As a Family Office Director, you will be responsible for coordinating external advisors, driving FOOS implementation, and scaling into leadership to mentor associate Captains and build a team managing 40+ families.

Requirements

• Led financial strategy for others as an advisor, executive, or business owner
• Carried real financial weight and made high-stakes decisions
• Managed multiple clients or teams and thrived under complexity
• Fluent in estate structures (wills, trusts, charitable strategies), income and estate tax optimization, risk management frameworks, investment strategy basics, and overall family governance planning
• Emotional intelligence, humility, maturity

Benefits

• Uncapped revenue share model
• Draw Option: $100K/year recoverable draw available
• No-Draw Option: Higher revenue share (~$60K+ additional upside in the first two years)
• Long-Term Growth: Captains who scale a 40+ family mini-business can exceed $700K+ annually on the high-growth track (typically by Year 5+)