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Director of Family Office and Strategy - Omaha
Director of Family Office and Strategy - Omaha
Reporting directly to the Managing Director, this seasoned Director of Family Office will lead and grow the multi‑family office platform. This is a high‑impact role for an experienced financial leader who thrives on building trusted relationships, designing wealth strategies, and guiding multi‑generational families through complex financial decisions.
Find fulfillment in playing a pivotal role of shaping multi‑family office services and leaving an impact on the financial legacies of the families served.
What You’ll Do:
- Serve as the primary advisor to ultra‑high‑net‑worth families across the U.S.
- Deliver tailored family office services: consolidated financial reporting, liquidity planning, estate & trust design, family governance, and succession strategies.
- Collaborate with tax advisors, attorneys, and investment managers to deliver integrated solutions.
- Lead and mentor internal teams to ensure best‑in‑class client experience.
- Travel nationwide for in‑person meetings with client families.
What You Bring:
- 12+ years of experience in family office, wealth management, or financial leadership.
- Strong technical knowledge: reporting, complex entity structures, estate planning.
- Exceptional relationship skills with Ultra High Net Worth families.
- Bachelor’s degree required; CPA, JD, MBA, or advanced degree strongly preferred.
Join this accomplished organization with a strong history of impacting financial wealth services while guiding strategy and planning.
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
Hemphill Voted – “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine in
2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, & 2024!
Omaha Chamber of Commerce Top 25 – “Excellence in Business Award Winner” based upon our growth and commitment to quality.
***Never a fee to our applicant***
Contact Information
Dave Ruppelt
(402) 334-4800 ext 215
Dave has more than 15 years of success in recruiting & selection, and more than a decade of leadership within accounting and financial recruiting. A key factor in Dave’s success is his passion to build long-standing relationships while gaining an in-depth understanding of an individual’s strengths, interests, career goals, and the type of company, culture, and work that inspires an individual to do their best. Dave takes pride in his work, and knows that helping an individual step into a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the right match. “It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth.”
Dave understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees who work well as a team. Dave is passionate about building relationships with talented individuals and thoughtful while selecting individuals who will be successful and happy in their new position long-term. It is all about finding the right match, so Dave pushes himself to make sure we are placing an individual into a position where they will thrive, exceed expectations, enjoy their new team, and feel a sense of accomplishment while making a real difference in the success of the company.
Dave grew up in Glendale, Arizona where he had a lot of fun and success as a competitive long-distance swimmer. He earned his Bachelor’s Degree from DeVry University in Phoenix, then entered the recruiting industry where he thrived. Dave moved to Fort Collins, Colorado where he led the Accounting & Finance division of a large recruiting firm for more than ten years. Dave relocated to Nebraska to be near his wife Melissa’s family and is proud to be deeply rooted in Nebraska and a Cornhusker fan! Dave is a family man who also loves the outdoors, so you might find him hunting, fishing, camping or working with Melissa and their three sons on their small farm.