Chief of Staff – Family Office

About This Role

This Chief of Staff will serve as a strategic partner to family office principals, acting as an advisor, integrator, and execution leader across investments, operating companies, and philanthropic commitments. The role requires bringing structure, alignment, and operational discipline to a complex, multi-entity ecosystem.

Responsibilities

• Serve as a trusted advisor and thought partner to family office principals
• Translate high-level priorities into actionable plans, timelines, and accountability frameworks
• Facilitate executive alignment across investment, operating-company, and philanthropic priorities
• Build, refine, and oversee operating rhythms (weekly leadership syncs, portfolio reviews, quarterly planning)
• Support direct investment activities including deal evaluation, diligence coordination, and investment committee preparation
• Serve as the organizational “hub,” connecting investment activity, operating companies, philanthropic initiatives, and outside partners
• Lead high-priority, cross-functional initiatives from concept through execution
• Anticipate needs before they arise and help principals stay ahead of emerging issues

Requirements

• Experience in a family office, private equity, investment management, or multi-entity operating environment
• Demonstrated ability to drive alignment, manage complexity, and execute across varied stakeholders
• Strong financial acumen with comfort around investment diligence, portfolio performance, and KPI interpretation
• Exceptional communication skills and an ability to influence, synthesize, and manage up

Qualifications

• Experience in a family office, private equity, investment management, or multi-entity operating environment.