Family Office Executive

Family Office Executive


The Family Office Executive will work under the direction of the Personal Risk and Family Office Practice Leader in collaboration with the Personal Risk Management team. The incumbent will primarily be responsible for representing G2 with high net worth clients, prospects, and business partners. The incumbent will also work cross-functionally across all lines of business within the company.

What you’ll be doing

Applicants must meet these requirements

What we offer

What comes with the gig

Work Environment

This job operates in a professional field and office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Extended work hours required on occasion due to networking and industry functions that begin well before the workday and may extend well into the evening.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk and hear. The employee may occasionally lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.


15% – 30% travel may be required. Trips ranging from one day to one week, both in and out of state. Incumbent must have a valid driver’s license with dependable transportation.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

G2 provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment, qualified applicants with arrest and conviction records.

For More Information

Learn more about us at Employment is contingent upon successful interview and background check. G2 Insurance Services is an equal opportunity employer.

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