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COO, Family Office

Foster City, CA

The Role 

We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsible for overseeing and coordinating the full spectrum of non-investment services for ultra-high-net-worth individuals and families. 

This person will act as a central point of accountability across complex, multi-disciplinary initiatives, ensuring that all aspects of a client’s financial, operational, and lifestyle needs are executed seamlessly and in alignment with their objectives. This role requires strong project management capabilities, sound judgment, and the ability to coordinate across internal teams and a network of external advisors. 

The ideal candidate has experience working with sophisticated clients, managing complex assets and initiatives, and serving as a trusted partner who can translate strategy into execution across a broad range of family office services. 

Responsibilities include, but are not limited to: 

Strategic Project Management 

  • Serve as the central coordinator for complex, ad hoc client initiatives, including privacy and security enhancements, lifestyle transitions, and other multi-faceted projects. 
  • Act as the primary point of accountability across internal teams and external advisors to ensure timely execution and alignment. 
  • Establish structure, timelines, and communication protocols to drive initiatives forward efficiently. 

Complex Asset Oversight 

  • Provide end-to-end oversight across the lifecycle of complex, high-value assets, including real estate, private aircraft, marine assets, vehicles, and collectibles. 
  • Coordinate due diligence, acquisition, ownership structuring, ongoing administration, and disposition in partnership with legal, tax, and advisory teams. 
  • Ensure proper documentation, risk coverage, and alignment with broader client strategy. 

Risk Management and Insurance Coordination 

  • Lead annual insurance reviews and ongoing policy coordination in partnership with external insurance advisors. 
  • Ensure new and existing assets are appropriately integrated into coverage. 
  • Source and evaluate specialty insurance solutions for complex risks, including collectibles, aviation, equine, and event-related exposures. 

Integration with Broader IEQ Family Office Services 

  • Coordinate closely with internal specialists to deliver holistic planning: 
  • Estate Planning: Partner with IEQ Wealth Strategists and external estate attorneys to coordinate estate plan reviews and implementation.  
  • Income Tax Strategy: Collaborate with internal tax strategists and external CPAs to support tax planning and review processes.  
  • Lending and Liquidity: Engage with lending specialists to coordinate credit strategies and liquidity solutions.  
  • Family Dynamics: Support family governance, education, and next-generation planning initiatives.  

Estate and Household Management Support 

  • Evaluate and coordinate estate staffing solutions, payroll providers, and benefits structures. 
  • Oversee real estate operations by coordinating with property managers, household staff, and vendors. 
  • Ensure consistent, efficient management of household operations aligned with client expectations. 

Lifestyle and Concierge Services 

  • Act as a trusted resource for lifestyle-related needs by sourcing and coordinating with external providers, including: 
  • Personal and cybersecurity services  
  • Concierge medical services  
  • Complex and luxury travel planning  
  • Residency and domicile considerations  
  • Private aviation and marine transport 
  • Oversee onboarding and ongoing monitoring of bill pay and financial operations providers 

Qualifications 

  • 10+ years of experience in a family office, multi-family office, private bank, or similar environment serving UHNW clients. 
  • Demonstrated experience managing complex, multi-disciplinary client needs across investments-adjacent areas such as real assets, insurance, estate coordination, and lifestyle services. 
  • Strong project management and organizational skills, with the ability to manage multiple concurrent initiatives. 
  • Experience coordinating with external advisors, including legal, tax, insurance, and operational providers. 
  • Excellent judgment and problem-solving ability in high-stakes, client-sensitive situations. 
  • Strong communication skills, with the ability to synthesize complexity into clear recommendations and action plans. 
  • High attention to detail and commitment to execution quality. 
  • Ability to operate independently and serve as a trusted advisor to both clients and internal teams. 

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $190,000-$250,000, depending on skills and experience.

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Please be advised that IEQ is a mandatory vaccination employer. If you join IEQ’s team, you will need to provide proof of your vaccination status, and, if not vaccinated, obtain an approved-vaccine, unless a medical or religious exemption applies. Please check the box below to acknowledge this policy. *
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IEQ CAPITAL, LLC
CALIFORNIA APPLICANT PRIVACY NOTICE – CALIFORNIA PRIVACY RIGHTS
AND DISCLOSURES
Last Updated: January 1, 2023
This California Job Applicant Privacy Notice (“Privacy Notice” or “Notice”) explains how IEQ
Capital, LLC (“company,” “we,” or “us,” or “our”) collects personal information from job
applicants who are California residents, to the extent the personal information is collected and
used by us solely within the context of their status as a job applicant. This Notice supplements
other privacy notices you may receive in connection with your relationship with us.
Personal Information We Collect and Have Collected in the Past 12 Months – Sources and
Categories
In the 12 months preceding the date of this Notice, we collected your personal information when
you applied for a position with us or otherwise voluntarily provided information to us. We will
continue to collect personal information from the same sources.
The categories of personal information we collected from these sources during the 12 months
preceding the date of this Notice, and will continue to collect, includes the following:
 Personal identifiers: name, address, email address, government-issued identification
documents
 Protected class information: race, ethnicity, gender, gender identification, veteran status
 Professional information: records of your work and education history (including internal
and external work history and references)
 Educational information: Education history; trade school records; certificates obtained
Purposes for Collection of Personal Information
We use your personal information to evaluate your application for employment, to conduct job
interviews, and to comply with applicable law.
Disclosure of Personal Information For Business Purposes in the Past 12 Months
The following chart describes the categories of personal information that we disclosed to third
parties for a business purpose in the 12 months prior to the date of this Notice:
Categories of Consumers’
Personal Information
Categories of Third Parties With Which We Shared
Personal Information for a Business Purpose
Personal identifiers: name, address,
email address, government-issued
identification documents
Service providers that assist in providing human
resource functions; facilitate scheduling and email
communications; provide security services and cloudbased
data storage, assist with other IT-related
functions; provide legal services
Protected class information: race,
ethnicity, gender, gender
identification, veteran status
Service providers that assist in providing human
resource functions; provide legal services
Professional information: records of
your work and education history
(including internal and external
work history and references)
Service providers assist with recruitment activities and
HR services
Educational information: Education
history; trade school records;
certificates obtained
Service providers assist with recruitment activities and
HR services
Additional Information About How We May Disclose Personal Information
We may also share your personal information as required or permitted by law to comply with a
subpoena or similar legal process or government request, or when we believe in good faith that
disclosure is legally required or otherwise necessary to protect our rights and property or the
rights, property or safety of others, including to law enforcement agencies, and judicial and
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detect and protect against fraud or data security vulnerabilities. And we may share or transfer
your personal information to a third party in the event of an actual or potential sale, merger,
reorganization of our entity or other restructuring.
No Sale of Personal Information
We do not sell the personal information of job applicants.
Rights Related to Personal Information Held by Us
Your Right To Access Information We Collect and Share About You
We are committed to ensuring that you know what personal information we collect. To that end,
you can ask us for the following information from us with respect to the personal information
that we’ve collected about you in the 12 months prior to our receipt of your request:
 Specific pieces of personal information we have collected about you;
 Categories of personal information we have collected about you;
 Categories of sources from which such personal information was collected;
 Categories of personal information that the business sold or disclosed for a business
purpose about you;
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business purpose; and
 The business or commercial purpose for collecting your personal information.
Your Right To Request Deletion of Personal Information We Have Collected From You
Upon your request, we will delete the personal information we have collected from you, except
for situations where the CCPA authorizes us to retain specific information, including when it is
necessary for us to perform human resource functions; for other internal uses; to maintain the
functionality or security of our systems; or to comply with or exercise rights provided by the
law.
Our Commitment to Honoring Your Rights
If you exercise any of the rights explained in this Privacy Notice, we will continue to treat you
fairly.
Exercising Your Rights and How We Will Respond
To exercise your access or deletion rights, or to ask a question about your data subject rights,
contact us at compliance@IEQcapital.com or (650) 581-9807. For requests for access or
deletion, we will first acknowledge receipt of your request within 10 business days of receipt of
your request. We will then provide a substantive response to your request as soon as we can,
generally within 45 days from when we receive your request, although we may be allowed to
take longer to process your request under certain circumstances.
We usually act on requests and provide information free of charge, but we may charge a
reasonable fee to cover our administrative costs of providing the information in certain
situations.
In some cases, the law may allow us to refuse to act on certain requests. When this is the case,
we will endeavor to provide you with an explanation as to why.
Verification of Identity – Access or Deletion Requests
We will ask you for two pieces of personal information and attempt to match those to
information that we maintain about you.
If we are unable to verify your identity with the degree of certainty required, we will not be able
to respond to the request. We will notify you to explain the basis of the denial.
Authorized Agents
You may designate an agent to submit requests on your behalf. The agent can be a natural
person or an entity that is registered with the California Secretary of State.
If you would like to designate an agent to act on your behalf, you and the agent will need to
comply with our verification process. Specifically, if the agent submits requests to access, know
or delete your personal information, the agent will need to provide us with your signed
permission indicating the agent has been authorized to submit the request on your behalf. We
will also require that you verify your identity directly with us or confirm with us that you
provided the agent with permission to submit the request.
Please note that this subsection does not apply when an agent is authorized to act on your behalf
pursuant to a valid power of attorney. Any such requests will be processed in accordance with
California law pertaining to powers of attorney.
Personal Information of Minors
We do not advertise our positions to minors under 16 and do not knowingly collect or sell the
personal information of minors, including minors under 16 years of age.
How We Keep Your Personal Information Secure
We maintain reasonable security measures appropriate to the nature of the Personal Information
that we collect, use, retain, transfer or otherwise process. Those measures include
administrative, technical and physical safeguards designed to protect the personal information
you provide against accidental, unlawful or unauthorized destruction, loss, alteration, access,
disclosure or use. However, data security incidents and breaches can occur due to a variety of
factors that cannot reasonably be prevented; therefore, our safeguards may not always be
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Changes to This Notice
We will review and update this Notice as required to keep current with rules and regulations,
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Contact Us
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Notice in another format you may contact us at compliance@IEQcapital.com or (650) 581-9807.

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