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Independent & Informed Family Office Advisory

Talent Network

At Parere, we view talent as a cornerstone of a high-performing family office. Our Talent Network is designed to connect thoughtful, experienced professionals with the families we support, aligning skills, judgment, and values with the evolving needs of complex family enterprises.

Below are select roles where we are actively partnering with families to identify exceptional talent. Each role reflects a specific need within a family office and is part of a broader effort to build enduring, high-performing teams. We update this list regularly as new opportunities arise. If you’re interested in applying for one of the following roles, please feel free to apply directly on LinkedIn or submit your information to our talent network below. 

Assistant Controller

Single Family Office • Bethesda, MD

  • Full-Time
  • In-Person
  • $125,000-$150,000
  • Accounting

Chief of Staff

Private Family Office • New York City

  • Full-Time
  • In-Person
  • $225,000-$275,000
  • Operations & Estate

Controller

Private Family Office • New York City

  • Full-Time
  • Hybrid
  • $175,000-$225,000
  • Accounting & Finance

Operations Associate

Single Family Office • Midtown Atlanta, GA

  • Full-Time
  • In-Person
  • $75,000-$100,000
  • Operations

Submit your information to be considered for current and future opportunities within the family office space. This form helps us better understand your background, experience, and areas of interest as we build a curated network of professionals aligned with the families we support. We review each submission thoughtfully and will reach out as relevant opportunities arise.

Join the Talent Network →

Accounting & Finance • North Bethesda, MD

Assistant Controller

Single Family Office • Real Estate • Multi-Generational

Apply for This Role →

ABOUT THE ROLE

The Family Office is a financial and asset management team supporting generations 2–4 of a North Bethesda, MD-based family whose principal asset is a real estate development firm. The family actively leads the company which was founded by the first generation in 1947 and has an extensive history of entrepreneurial success in commercial and residential real estate development across the DMV (Washington DC–Maryland–Virginia) and Delaware regions. The family and their related enterprises are growth-oriented, long-term focused, and care deeply about their impact on the people and families across their ecosystem.

The current generations continue to build on the family’s legacy of substantial commitment to philanthropy, not only financially but also with their time and leadership. The Family Office consists of a small and collaborative team supporting all financial and administrative aspects of the family and their related non-corporate entities and trusts, including underlying investments. Individuals on the team wear multiple hats across accounting, finance, and administrative functions and are passionate about contributing to the overall vision of the family.

This role represents an exceptional opportunity for an intellectually curious accounting professional who is eager to grow within a family office environment and develop a long-term career supporting a multi-generational family enterprise.

POSITION SUMMARY

The family is seeking an Assistant Controller to support the Director of the Family Office in managing the day-to-day accounting, financial reporting, and investment reconciliation activities of the family office. This individual will play a key role in maintaining accurate financial records across multiple entities, including family trusts, LLCs, and investment accounts, while supporting reporting, reconciliation, and operational finance functions across the office. The role requires strong attention to detail, sound judgment, and the ability to think critically about financial information across a variety of asset types.

The Assistant Controller will work closely with the Director of the Family Office, external accountants, investment managers, and advisors, and will help ensure the accuracy and integrity of the office’s financial records and reporting processes.

This position is well suited for a motivated accounting professional who is eager to take ownership of core accounting functions while gaining exposure to the broader financial operations of a sophisticated family office.

RESPONSIBILITIES

Accounting & Financial Operations

• Maintain the general ledger and supporting accounting records across multiple family entities, trusts, and investment vehicles

• Prepare and record journal entries, manage accounts payable and receivable processes, and support daily accounting operations

• Perform monthly bank, brokerage, and credit card reconciliations

• Maintain accurate financial records for mortgages, loans, intra-family transactions, and business expense reimbursements

• Assist with payroll allocations and expense tracking for family entities

Investment Accounting & Reconciliation

• Perform regular reconciliation of investment accounts across custodians and internal reporting systems

• Maintain accurate investment cost basis and transaction records across multiple portfolios

• Assist with reconciliation of capital calls, distributions, and performance tracking for private investments

• Support the preparation of investment reporting and maintain investment documentation and schedules

Financial Reporting

• Assist in the preparation of financial statements including balance sheets, income statements, and supporting schedules

• Prepare internal reporting packages and financial summaries for review by the Director of the Family Office

• Support the preparation of quarterly reporting for family members, trustees, and advisors

• Assist with developing and tracking budgets and actual expenditures across family entities and properties

Tax & External Advisor Coordination

• Work closely with the Director of the Family Office and outside public accounting firm to prepare materials for annual tax filings

• Maintain supporting documentation and reconciliations required for tax preparation

• Assist with gathering documentation for K-1 reporting and other investment-related tax materials

• Support coordination with external advisors including accountants, attorneys, and investment managers

Financial Administration & Documentation

• Maintain organized financial records and supporting documentation across entities and investments

• Assist with maintaining schedules for trusts, investments, and other family assets

• Support improvements to accounting processes, recordkeeping, and internal financial

QUALIFICAIONS

The ideal candidate will have a strong accounting foundation, excellent analytical skills, and the intellectual curiosity to understand complex financial structures typical within a family office environment.

• Bachelor’s degree in Accounting, Finance, or related field

• 5–10 years of accounting experience, preferably within a family office, wealth management firm, public accounting firm, or investment environment

• Strong understanding of accounting principles and financial reporting standards

• Self-motivated with a desire to grow and build a long-term career within a family office environment

• Strong verbal and written communication skills, with the ability to clearly and concisely communicate complex financial information

• Strong interpersonal skills, with the ability to work effectively with multi-generational family members, colleagues, and external advisors

• CPA highly preferred

• Strategic and critical thinker who anticipates issues and proactively develops solutions

• Ability to manage multiple priorities and projects simultaneously

• Strong problem-solving abilities and sound professional judgment

• Highly organized with a strong sense of accountability and attention to detail

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Experience using QuickBooks or another general ledger system

• Experience with Addepar or other portfolio reporting platforms a plus

• Experience with investment reconciliation and cost basis tracking a plus

PHYSICAL REQUIREMENTS

• Sitting while working at a computer throughout the day

• Repetitive movement on a computer keyboard throughout the workday

• Lifting and moving files, boxes, up to 30 pounds

• Vehicle and ability to drive to various locations for meetings

JOB TYPE

• Full-Time

• In-Person

• Office located in North Bethesda, MD

COMPENSATION

• Annual salary range of $125,000 – $150,000

• Based on experience and qualifications

• Comprehensive benefits

Operations & Estate • New York City & the Hamptons

Chief of Staff

Private Family Office • Full-Time • In-Person • $225,000-$275,000

Apply for This Role →

ABOUT THE ROLE

A private family office based in New York is seeking a Chief of Staff to support the Principal and serve as a central integrator across the office and its related activities.

The office is responsible for managing both the day-to-day operations and longer-term initiatives across the family’s activities, including project-level coordination, vendor relationships, and cross-functional execution. The Chief of Staff will play a key role in ensuring alignment, visibility, and disciplined execution across this complex and interconnected environment.

The family office represents a Principal who is actively involved in real estate construction and operations and who splits time between New York City and the Hamptons. The office operates as a lean, highly collaborative team, requiring an individual who can operate with both strategic perspective and hands-on execution while maintaining a high level of discretion and responsiveness.

POSITION OVERVIEW

The Chief of Staff will serve as a trusted partner to the Principal and a central point of coordination across the family office, spanning estate operations, lifestyle management, and strategic initiatives. This individual will drive execution across key priorities, manage cross-functional workflows, and ensure alignment between long-term objectives and day-to-day activities.

The role will be based between New York City and the Hamptons, with time allocated across both locations in alignment with the Principal’s schedule and needs. The Chief of Staff will operate as an “air traffic controller” across the office, maintaining visibility into major initiatives, ensuring clear ownership and deliverables, and supporting consistent, accountable execution.

The ideal candidate brings a combination of strategic perspective, operational rigor, and hands-on execution, along with a collaborative, coaching-oriented leadership style that elevates team performance while maintaining structure and momentum.

KEY RESPONSIBILITIES

Strategic Coordination & Execution

• Serve as a central integrator across the family office, ensuring alignment between the Principal’s priorities and all active initiatives

• Maintain a comprehensive view of all projects, timelines, and stakeholders, proactively identifying risks, dependencies, and gaps

• Translate high-level objectives into actionable plans with clear ownership, deliverables, and timelines

• Support decision-making by synthesizing information, structuring key issues, and preparing materials for the Principal

• Drive execution across cross-functional initiatives, ensuring accountability and timely progress

Principal Support & Communication

• Act as a primary point of contact for the Principal, ensuring consistent communication, alignment on priorities, and visibility into ongoing activities

• Oversee and coordinate the Principal’s calendar, meetings, and follow-ups to ensure efficient use of time and continuity across commitments

• Provide regular updates to the Principal on estate operations, projects, and key initiatives, while proactively planning for upcoming needs

• Ensure the Principal is well-prepared for engagements, with clear insights into priorities, decisions, and required actions

Personal Management & Team Leadership

• Serve as the central coordinator across all individuals supporting the Principal, including administrative, household, and project-based staff

• Operate as the “air traffic controller” for people and priorities, maintaining clarity around roles, responsibilities, and deliverables

• Establish and manage processes that support effective collaboration, communication, and execution across the team

• Act as a trusted coach and resource to team members, providing guidance, structure, and ongoing feedback

• Oversee elements of people management, including onboarding, goal setting, performance check-ins, and coordination across internal staff and external partners

• Ensure all team members are set up for success with clearly defined expectations, timelines, and accountability

• Conduct regular check-ins with staff to assess performance, service quality, and operational consistency across properties and functions

• Plan for evolving team needs over time, including resource allocation and organizational design as projects and priorities shift

Estate Operations & Property Oversight

• Oversee the day-to-day operations, maintenance, and overall performance of multiple residences, ensuring seamless execution and alignment with the Principal’s expectations

• Ensure properties are maintained to the highest standards, including oversight of repairs, infrastructure, and compliance with applicable safety and building codes

• Develop and oversee annual operating budgets for each residence, including utilities, maintenance, service contracts, and other recurring expenses

• Ensure all estate-related invoices and expenses are accurately tracked and processed in coordination with the family office’s financial team

• Monitor spending and identify opportunities to enhance efficiency and cost-effectiveness across estate operations

• Oversee the implementation of comprehensive maintenance schedules across properties (e.g., HVAC systems, windows, kitchen equipment, pools, and seasonal requirements)

• Partner with facilities and household staff to ensure timely execution of preventative maintenance and service activities

• Provide oversight and coordination on construction, renovation, and capital improvement projects, including vendor selection, contract negotiation, and project execution

• Maintain strong working knowledge of construction processes and actively participate in vendor negotiations as needed

• Ensure a consistent standard of operations, service, and presentation across all residences

Vendor & Relationship Management

• Oversee relationships with key vendors and service providers across estate operations, including facilities, maintenance, and lifestyle services

• Negotiate and manage contracts, ensuring services are delivered at the highest quality and aligned with budget expectations

• Coordinate vendor activities across properties, ensuring consistency, accountability, and effective communication

• Continuously evaluate vendor performance and identify opportunities for improvement or optimization

Lifestyle & Event Coordination

• Plan and coordinate events, gatherings, and dinners across residences, ensuring seamless execution and a high standard of service

• Partner with household staff to deliver a white glove experience that reflects the Principal’s preferences and expectations

• Ensure a consistent and elevated experience across all properties and engagements

• Support travel and logistics coordination as needed, in alignment with the Principal’s schedule and preferences

Operations & Process Management

• Design and implement systems and processes to improve organization, transparency, and execution across the family office

• Track progress against key initiatives, ensuring alignment with broader strategic priorities

• Coordinate across internal team members and external advisors to ensure efficient information flow and execution

• Identify opportunities to streamline workflows, enhance coordination, and improve overall effectiveness

QUALIFICATIONS & PROFILE

• Bachelor’s degree required

• 8+ years of experience in a Chief of Staff, estate management, operations, or similar role within a family office, private household, or comparable environment

• Prior experience working in luxury homes or similarly high-touch environments

• Demonstrated ability to apply luxury hospitality standards to create a high level of service, discretion, and operational excellence across the estate environment

• Prior experience managing complex calendars, providing high-level executive assistant support, and coordinating across senior stakeholders

• Demonstrated experience managing complex residential properties, estate operations, and construction or renovation projects

• Strong financial acumen, including experience with budgeting, expense tracking, and vendor contract management

• Proven ability to manage multiple priorities and stakeholders with exceptional organization and attention to detail

• Experience overseeing staff and vendors, with a track record of driving accountability and high performance

• Strong interpersonal and communication skills, with the ability to engage effectively across a wide range of personalities

• High emotional intelligence, sound judgment, and absolute discretion

• Ability to operate at both a strategic and highly detailed level

• Collaborative leadership style with a natural inclination to coach and develop others

• Proactive, resourceful, and solutions-oriented mindset

• Familiarity with estate and property management systems and tools preferred

• Demonstrated ability to operate with absolute discretion and a strong commitment to confidentiality

• Flexibility to work outside of standard business hours, including evenings, weekends, and travel as needed

• Valid driver’s license and passport required

JOB TYPE

• Full-Time, In-person

• Physical offices located in New York City and the Hamptons

COMPENSATION

• Annual salary range of $225,000-$275,000, based on experience and qualifications, with comprehensive benefits

Accounting & Finance • New York City & the Hamptons

Controller

Private Family Office • Full-Time • Hybrid • $175,000-$225,000

Apply for This Role →

ABOUT THE ROLE

A private family office based in New York is seeking an experienced Controller to oversee the accounting and financial operations of the office and its related entities. The Controller will be responsible for managing the day-to-day accounting operations while also providing financial oversight across a portfolio that includes real estate investments, construction projects, operating entities, and personal and trust entities. The role will also oversee project-level financial tracking, vendor payment processes, and employee expense management, ensuring disciplined controls and financial transparency across all entities.

This position is suited for a hands-on accounting leader who can both manage the operational details of accounting and bill pay while also providing strategic oversight of financial systems, reporting, and treasury management. The family office represents a Principal who is actively involved in real estate construction and operations, and who splits time between New York City and the Hamptons. The role will be remote, with the expectation that the Controller will be available to come onsite to the Principal’s New York City and Hamptons properties from time to time, as needed.

RESPONSIBILITIES

Financial Leadership & Oversight

• Oversee all financial, accounting, and internal control activities across the family office and related entities

• Maintain accurate financial records and reporting across multiple legal entities, including real estate holdings, operating entities, and personal family structures

• Develop and maintain financial reporting frameworks to support decision-making by principals and leadership

• Assist in preparing financial summaries and reporting packages for family meetings, governance discussions, and strategic planning

Accounting Operations

• Oversee the full general ledger and accounting cycle across all entities, maintained within Intuit Enterprise Suite

• Maintain and manage the chart of accounts and entity structures within the accounting system

• Ensure timely completion of month-end and year-end closing process

• Oversee expense categorization and class/department coding to support accurate financial reporting

• Prepare month-end journal entries, including accruals, prepaid amortization, depreciation, and other adjustments

• Maintain financial documentation in an organized manner

Budgeting & Financial Oversight

• Assist with annual budgeting processes, including gathering inputs and maintaining budget models

• Monitor actual expenses versus budget and provide variance analysis

• Support cash flow planning and anticipated expenditures, particularly for construction projects and large vendor payments

Accounts Payable & Bill Pay

• Manage the full accounts payable cycle, including invoice receipt, coding, approval routing, and payment execution

• Execute bill payments through Ramp, including vendor setup, payment scheduling, and reconciliation of transactions

• Maintain vendor records, including W-9 documentation and compliance tracking

• Prepare and coordinate 1099 reporting and filings in partnership with external tax advisors

• Monitor and review accounts payable aging and provide reporting to leadership as needed

• Maintain strong vendor relationships and ensure timely payment of invoices

• Prepare monthly and quarterly financial reporting packages

Real Estate & Construction Accounting

• Maintain accounting records for multiple real estate entities, including tracking operating expenses, capital expenditures, and project costs

• Support construction project accounting, including vendor payments, draw tracking, and budget monitoring

• Work with project managers, contractors, and vendors to ensure accurate tracking of construction costs and capital improvements

• Assist in maintaining entity-level financials for real estate holding companies and related investments

Expense Management & Credit Card Oversight

• Administer and monitor employee corporate cards and expense management through Ramp

• Review employee transactions and ensure proper documentation and coding of expenses

• Establish and maintain expense management policies and internal controls

• Track recurring expenses, subscriptions, and service contracts across entities

Tax Coordination and Complicance

• Coordinate with external tax advisors on annual tax filings across individuals, trusts, and entities

• Maintain schedules supporting tax payments and estimated taxes

• Track and ensure timely payment of property taxes, estimated taxes, and other required filings

• Maintain organized documentation for tax compliance and reporting

System & Process Management

• Maintain and optimize accounting systems, including Intuit Enterprise Suite and Ram

• Identify opportunities to improve financial processes, reporting, and internal control

• Evaluate and implement financial tools or systems that enhance efficiency, transparency, and scalability

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)

• 10+ years of accounting or finance experience, ideally within a family office, real estate investment firm, private investment office, or closely held businesses

• Strong understanding of accounting principles, tax regulations, and financial reporting standards

• Familiarity with real estate accounting and construction project accounting strongly preferred

• Experience overseeing accounts payable, general ledger, financial reporting, and treasury operations

• Experience working with external tax advisors and financial institutions

• Familiarity with Ramp, QuickBooks, or Intuit Enterprise Suite preferred

• Strong organizational and analytical skills with the ability to manage multiple entities and priorities simultaneously

• Excellent communication, interpersonal, and leadership skills with the ability to collaborate effectively with family members and external advisors

• Analytical mindset with the ability to synthesize complex financial data into actionable insights

• Strategic mindset with a proactive approach to identifying opportunities and mitigating risks

• Exceptional integrity, discretion, and judgment

• High emotional intelligence and a strong sense of teamwork

• Comfortable navigating ambiguity and operating as a self-starter

• Proactive, polished, and professional demeanor

JOB TYPE

• Full-Time, Hybrid

• Physical offices located in New York City and the Hamptons

COMPENSATION

• Annual salary range of $175,000-$225,000, based on experience and qualifications, with comprehensive benefits

Operations • Midtown Atlanta, GA

Operations Associate

Investment-Focused Family Office • Full-Time • In-Person • $75,000-$100,000

Apply for This Role →

ABOUT THE ROLE

The Family Office is an investment-focused organization responsible for aligning the family’s investment strategy and asset allocation with long-term objectives, while ensuring that all operational, administrative, and lifestyle-related needs are executed seamlessly. The office operates as a small, high-performing team that values integrity, precision, and a deeply service-oriented mindset.

The Family Office is seeking an Operations Associate to support and enhance the day-to-day functioning of the office’s non-investment activities. This individual will work closely with Family Office leadership and serve as a central coordinator across vendors, advisors, household staff, and internal processes. The role requires strong organizational capabilities, sound judgment, and the ability to operate with discretion across a wide range of responsibilities.

This is an in-office role based in Midtown Atlanta, reporting to the CEO, with periodic travel to New York City as needed. The role offers meaningful growth potential for high performers, with increasing scope and responsibility as the family office continues to build and scale.

RESPONSIBILITIES

Vendor & Advisor Coordination

• Serve as a primary point of contact for third-party service providers, including insurance brokers, legal counsel, tax advisors, property managers, and charitable administrators

• Coordinate onboarding, ongoing management, and periodic review of vendors and external partners

• Oversee personal insurance coverage across assets (e.g., real estate, vehicles, valuable property), including tracking policies, renewals, and working with brokers to ensure appropriate and up-to-date coverage

• Track contracts, key deliverables, and renewal timelines to ensure proactive management of relationships

Entity & Document Management

• Assist with administration of legal entities, including maintaining organizational documents, tracking compliance requirements, and supporting external legal and tax advisors

• Coordinate execution, storage, and retrieval of important documents (e.g., contracts, estate planning materials, insurance policies)

• Support diligence and information gathering for legal, tax, and operational matters

Financial & Administrative Support

• Partner with external accounting and finance teams to support reporting, bill pay coordination, and tracking of non-investment assets and expenses

• Assist with opening and maintaining bank and brokerage accounts, including coordinating documentation, onboarding processes, and ongoing account administration

• Support coordination of inputs for periodic reporting and assist in preparing summaries or materials for leadership and family members

• Support budgeting, expense tracking, and cash flow coordination for operating entities and households

Reporting & Information Coordination

• Coordinate and consolidate information across advisors to support accurate and timely reporting

• Assist in preparing materials for internal meetings, family discussions, and external advisor updates

• Track key data points across entities, properties, and accounts to support visibility and decision-making

Operations & Infrastructure

• Support the day-to-day operations of the family office, ensuring consistency, reliability, and attention to detail across all non-investment functions

• Assist in developing, documenting, and refining internal processes, workflows, and systems to improve efficiency and scalability

• Maintain and organize centralized records, including digital and physical filing systems, ensuring accuracy, accessibility, and confidentiality

• Support business continuity planning and operational best practices across the office

Technology & Systems

• Help manage and optimize internal systems, including document management platforms, shared drives, and data organization

• Support implementation and onboarding of new tools (e.g., expense management, reporting, secure communication platforms)

• Coordinate with external IT vendors on system maintenance, access management, and basic cybersecurity best practices

• Maintain data integrity and consistency across systems

HR / People Operations

• Collaborate with Household Managers and external service providers to support administration of household staff and operations

• Support onboarding and offboarding processes for household and office staff

• Assist with coordination of payroll, benefits, and related administrative processes with external providers

• Maintain organized employee records and documentation

• Support ad hoc people-related needs across the family office ecosystem

Philanthropy & Special Projects

• Support administration of charitable activities, including coordination with custodians, tracking donations, and maintaining records

• Lead or support special projects, including research, vendor sourcing, and implementation of new initiatives

• Provide flexible, hands-on support across the family office as priorities evolve

QUALIFICATIONS

• Bachelor’s degree required

• 1–5 years of experience in financial services, wealth management, operations, paralegal, or a related field

• Exceptional attention to detail with the ability to manage multiple priorities and follow through consistently

• Demonstrates a high degree of professionalism, confidentiality, and sound decision-making

• Clear, polished communicator with the ability to interact effectively with a wide range of stakeholders

• Proactive, resourceful, and comfortable operating independently in a dynamic environment

• Strong commitment to supporting others with a high-touch, solutions-oriented approach

• Comfortable navigating evolving priorities within a small, fast-paced team

JOB TYPE

• Full-Time, In-Person

• Physical office located in Midtown Atlanta, GA

COMPENSATION

• Annual salary range of $75,000-$100,000, based on experience and qualifications, with comprehensive benefits