Family Office Practice Leader - National Private Risk Management
The Sr Principal, Family Office Practice Leader, PRM is the organization's most senior individual contributor and enterprise authority for Family Office risk management solutions within the Private Risk Management (PRM) practice. This role is responsible for shaping the strategic direction, market positioning, industry influence, and long-term growth of the Family Office practice while serving as the firm's foremost expert in advising family offices, ultra-high-net-worth (UHNW) families, family enterprises, private investment structures, trusts, foundations, and multigenerational wealth clients. Operating at the highest level of professional influence, this role serves as a trusted advisor to executive leadership and strategic clients, providing thought leadership and consultation on the most complex risk management, wealth preservation, and insurance challenges facing family office organizations. The Sr Principal partners with business leaders, producers, carrier executives, wealth advisors, legal professionals, and other centers of influence to drive innovation, establish market-leading capabilities, and influence enterprise priorities. As an pre-eminent professional, this role has broad organizational impact, influences business strategy across multiple practices, and is recognized both internally and externally as an industry authority. The Sr Principal leads through expertise, thought leadership, strategic influence, and relationship capital rather than formal organizational authority. Position Summary
The Sr Principal, Family Office Practice Leader, PRM is the organization's most senior individual contributor and enterprise authority for Family Office risk management solutions within the Private Risk Management (PRM) practice. This role is responsible for shaping the strategic direction, market positioning, industry influence, and long-term growth of the Family Office practice while serving as the firm's foremost expert in advising family offices, ultra-high-net-worth (UHNW) families, family enterprises, private investment structures, trusts, foundations, and multigenerational wealth clients. Operating at the highest level of professional influence, this role serves as a trusted advisor to executive leadership and strategic clients, providing thought leadership and consultation on the most complex risk management, wealth preservation, and insurance challenges facing family office organizations. The Sr Principal partners with business leaders, producers, carrier executives, wealth advisors, legal professionals, and other centers of influence to drive innovation, establish market-leading capabilities, and influence enterprise priorities. As an pre-eminent professional, this role has broad organizational impact, influences business strategy across multiple practices, and is recognized both internally and externally as an industry authority. The Sr Principal leads through expertise, thought leadership, strategic influence, and relationship capital rather than formal organizational authority.
Primary Responsibilities
Enterprise Family Office Strategy & Practice Leadership
- Establish and influence the long-term strategic vision, market direction, and growth strategy for the Family Office practice within the PRM organization.
- Serve as the organization's senior authority on family office risk management, advising executive leadership on emerging trends, market opportunities, business strategy, and competitive positioning.
- Drive the development of innovative service models, advisory capabilities, and risk management solutions designed specifically for family offices, UHNW families, and complex wealth structures.
- Identify emerging business opportunities and market trends that impact family offices, wealth preservation strategies, and affluent client segments.
- Influence enterprise-level strategic initiatives and business planning activities impacting the Family Office and Private Risk Management practices.
Comp