Vice President of Family Office Services

Vice President, Family Office PlanningLocation: San Francisco, CAReports to: Jeff Saccacio, Head of Family Office Services (FOS)**Travel: Required for high-touch client engagementAbout IntellectusIntellectus is the advisory firm to entrepreneurs, innovators, investors, and the builders shaping the future. We serve some of the world’s most dynamic and complex clients—founders, venture-backed executives, multigenerational families, and creators of transformative companies.Our Platform combines Family Office Services, Wealth & Investment Management, and Venture Advisory into a single, AI enabled integrated platform. Our approach fuses investment management, trust & estate strategy, comprehensive financial planning, behavioral and decision intelligence, tax-forward structuring, technology development and strategic business advisory. This is amplified by our proprietary Network which fuses relationship and opportunity from an ecosystem that enables clients to access collaboration, capital, partnerships, and transformational value-creation across the innovation economy.We move fast. We think deeply. We operate at a very high bar.If you want to learn from the best and grow into a leadership role in an elite advisory environment, this is that opportunity.Position OverviewThe Vice President, Family Office Services will be a core member of Intellectus’s Family Office Services team. Working directly with Jeff Saccacio, one of the country’s most respected tax and estate planning leaders, you will help deliver deeply sophisticated planning for some of the most complex founder and entrepreneurial families in the ecosystem.This role is ideal for someone with a tax (CPA), legal (JD/LLM), or advanced wealth planning background who wants to operate in a modern, fast-paced environment and eventually step into expanded leadership responsibilities over 3–5 years.In addition to technical planning, this VP will play an important role in Intellectus Connexus—the firm’s value-creation network—by identifying collaboration opportunities among clients, cultivating strategic partners, and expanding a best-in-class service provider ecosystem.Key Responsibilities1. Advanced Family Office & Wealth StrategySupport and help lead complex trust & estate planning engagementsAnalyze legal structures, tax positioning, and entity architecture for entrepreneurial clientsCoordinate with external attorneys, accountants, and tax/legal specialistsAssist with multigenerational strategy, gifting, succession planning, and business transition designBuild and enhance Client relationships through planning2. Financial Planning & Technical ModelingBuild comprehensive financial plans, projections, liquidity strategies, and advanced cash-flow modelsSupport planning related to equity comp, liquidity events, concentrated positions, and exit scenariosMaintain deep fluency in tax laws, estate strategies, regulatory dynamics3. Client Engagement & Advisory SupportAttend client meetings with founders, executives, and multigenerational familiesTranslate complex tax/legal/planning concepts into clear, actionable adviceWork closely with Jeff and senior advisors on high-stakes client planningTravel as needed for relationship building and high-impact in-person sessions4. Business Development, Expansion & Client RetentionParticipate in new client presentations and prospect engagementHelp identify planning-driven opportunities to expand relationshipsImprove client retention through high-touch planning and proactive insightsDevelop planning materials, proposals, frameworks, and intellectual capital that positions Intellectus as an elite advisory partner5. Strategic Networking & Value CreationA core differentiator of Intellectus is our ability not just to advise—but to connect.The VP will help unlock value across the Intellectus ecosystem by:Identifying opportunities for client collaboration or strategic alignmentFacilitating introductions between founders, operators, investors, and innovatorsCultivating and curating a “Partner & Service Provider Ecosystem” including attorneys, accountants, fiduciaries, private bankers, trust companies, PE/VC partners, consultants, and specialty expertsHelping create structured frameworks to amplify Intellectus’s network as a strategic assetBringing forward new opportunities and insights that benefit clients, partners, or the broader ecosystemThis is a hybrid role that blends technical excellence with relationship intelligence.6. Operational Excellence & ScalabilityMaintain rigorous organization and planning disciplineManage multiple planning projects in a fast-paced environmentHelp build FOS infrastructure, processes, and workflows as the team scalesContribute to thought leadership and the evolution of Family Office ServicesIdeal Candidate ProfileExperience3–8 years at a Big 4 accounting firm, trust/estate law firm, private bank, or UHNW wealth platformStrong background in tax, trust & estate, legal, entity structuring, or advanced planningExperience with entrepreneurial clients, business owners, or multi-entity complexityCredentials (preferred)CPA, JD, LLM, CFP, CTEP, or similar advanced designationAttributesHighly organized, structured, logical thinkerCapable of thriving in a fast-paced, high-intensity environmentExceptional communicator with the ability to simplify complexityComfortable interacting with sophisticated clientsStrong relationship instincts and interest in building a strategic networkAmbitious, curious, and eager to learn from one of the industry’s best (Jeff)Leadership aspirations within a 3–5 year horizonWhat Success Looks Like12–18 MonthsMaster Intellectus planning frameworksDeliver high-quality advanced planning workBegin playing a meaningful role in Connexus and partner ecosystem developmentSupport both planning and business development initiatives3–5 YearsOperate as a senior leader in Family Office ServicesPotentially assume expanded leadership responsibilities as Jeff transitionsBecome a primary architect of Intellectus’s network, ecosystem, and planning platformWhy IntellectusWork directly with Jeff Saccacio, David J La Placa & Jay Casey one of the most respected Family Office leadership teams in the industryServe a uniquely dynamic client base of founders, innovators, and entrepreneurial familiesOperate at the intersection of planning, strategy, network intelligence, and executionReal leadership runway—not theoreticalHelp build the next evolution of a modern Family Office platform