The Director will assist with the oversight of the financial matters for personal, business and Trusts and will perform many tasks including providing accounting and tax services, prepare/assist with business and personal financial statements, quarterly tax estimates, serve as primary contact and coordinate with legal and tax advisors to formulate tax strategies, review strategic investments, assist with long-term wealth planning, coordinating with attorneys for estate planning and Trust management, maintain estate plans, Trusts, and family legacy structures and ensure tax efficiency, compliance with regulations, and coordination of complex estate planning matters, and provide administrative services for the Trusts. This position serves as a trusted financial partner, collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, mitigate risk, preserve intergenerational wealth, execute a comprehensive long-term wealth preservation and growth strategy, provide support for intergenerational wealth planning and family governance strategy.