Director of Strategic Advisory Services

Job Description Job Description About the Role: This is a role for the advisor who thrives in complexity and brings structure to chaos. As Director of Strategic Advisory Services, you'll work closely with ultra-high-net-worth families to provide integrated, high-impact solutions across tax, financial, operational, and investment landscapes. You’ll lead a sharp, multidisciplinary team that functions as the strategic backbone to our client relationships—helping families translate goals into actio…

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