Vice President of Family Office Services

Vice President, Family Office Planning Location:San Francisco, CA Reports to:Jeff Saccacio, Head of Family Office Services (FOS)** Travel:Required for high-touch client engagementAbout Intellectus Intellectus 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 Overview TheVice President, Family Office Serviceswill be a core member of Intellectus’s Family Office Services team. Working directly withJeff 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 atax (CPA), legal (JD/LLM), or advanced wealth planning backgroundwho wants to operate in a modern, fast-paced environment and eventually step into expanded leadership responsibilities over3–5 years .In addition to technical planning, this VP will play an important role inIntellectus 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 Responsibilities 1. Advanced Family Office & Wealth Strategy Support and help lead complex trust & estate planning engagements Analyze legal structures, tax positioning, and entity architecture for entrepreneurial clients Coordinate with external attorneys, accountants, and tax/legal specialists Assist with multigenerational strategy, gifting, succession planning, and business transition design Build and enhance Client relationships through planning2. Financial Planning & Technical Modeling Build comprehensive financial plans, projections, liquidity strategies, and advanced cash-flow models Support planning related to equity comp, liquidity events, concentrated positions, and exit scenarios Maintain deep fluency in tax laws, estate strategies, regulatory dynamics3. Client Engagement & Advisory Support Attend client meetings with founders, executives, and multigenerational families Translate complex tax/legal/planning concepts into clear, actionable advice Work closely with Jeff and senior advisors on high-stakes client planning Travel as needed for relationship building and high-impact in-person sessions4. Business Development, Expansion & Client Retention Participate in new client presentations and prospect engagement Help identify planning-driven opportunities to expand relationships Improve client retention through high-touch planning and proactive insights Develop planning materials, proposals, frameworks, and intellectual capital that positions Intellectus as an elite advisory partner5. Strategic Networking & Value Creation A core differentiator of Intellectus is our ability not just to advise—but toconnect . The VP will help unlock value across the Intellectus ecosystem by: Identifying opportunities for client collaboration or strategic alignment Facilitating introductions between founders, operators, investors, and innovators Cultivating and curating a“Partner & Service Provider Ecosystem”including attorneys, accountants, fiduciaries, private bankers, trust companies, PE/VC partners, consultants, and specialty experts Helping create structured frameworks to amplify Intellectus’s network as a strategic asset Bringing 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 & Scalability Maintain rigorous organization and planning discipline Manage multiple planning projects in a fast-paced environment Help build FOS infrastructure, processes, and workflows as the team scales Contribute to thought leadership and the evolution of Family Office ServicesIdeal Candidate ProfileExperience 3–8 yearsat a Big 4 accounting firm, trust/estate law firm, private bank, or UHNW wealth platform Strong background intax, trust & estate, legal, entity structuring, or advanced planning Experience with entrepreneurial clients, business owners, or multi-entity complexityCredentials (preferred) CPA ,JD ,LLM ,CFP ,CTEP , or similar advanced designationAttributes Highly organized, structured, logical thinker Capable of thriving in a fast-paced, high-intensity environment Exceptional communicator with the ability to simplify complexity Comfortable interacting with sophisticated clients Strong relationship instincts and interest in building a strategic network Ambitious, 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 Months Master Intellectus planning frameworks Deliver high-quality advanced planning work Begin playing a meaningful role in Connexus and partner ecosystem development Support both planning and business development initiatives3–5 Years Operate as a senior leader in Family Office Services Potentially assume expanded leadership responsibilities as Jeff transitions Become a primary architect of Intellectus’s network, ecosystem, and planning platformWhy Intellectus Work directly withJeff Saccacio ,David J La Placa & Jay Caseyone of the most respected Family Office leadership teams in the industry Serve a uniquely dynamic client base of founders, innovators, and entrepreneurial families Operate at the intersection of planning, strategy, network intelligence, and execution Real leadership runway—not theoretical Help build the next evolution of a modern Family Office platform