BackgroundWetherby Asset Management provides customized investment advice, as well as thoughtful, personalized wealth planning strategies. The firm was founded in 1990 with an overriding philosophy – to provide the highest level of investment advice with no conflicts of interest, always placing the client’s interests first. Wetherby has...
A multi-generational, single family private trust company, located in Detroit is looking for a President. The Company serves a diverse group of family clients across three generations and oversees a family office that was built on the success of the families multiple operating businesses in the food, sports and entertainment industries. The Company...
The Glenora Company has an outstanding opportunity for a full-time accountant/bookkeeper to join our team in Milwaukee, WI. The role is unique, varied and highly service-oriented to meet our clients’ needs. The anticipated start date is October 3rd. Responsibilities: • Pay client bills & allocate to various accounts • Pay tax estimates ...
Company Introduction: We are seeking a Chief Financial Officer (CFO) to join our family office within the Greater Cleveland/Akron, Ohio, area. Our family office is a five-year-old management services and family office organization that supports wide-ranging business, non-profit, philanthropic and family activities. Our family takes the long view...
About the Job: The individual in this role will be highly collaborative and serve as a key member of the senior management team responsible for providing services to our clients. This highly visible role will be responsible for the vision, strategy, and leadership of all Talent Services areas.Responsibilities:• Provide leadership and str...
CLIENTOur client family is headquartered in El Segundo and is an active, business-owning, single family office and real estate investment firm.The core business is asset management, acquisition and development, as well as investment management, and the assets are commercial real estate (acquired and developed) and a diversified securities portfolio...
Job Summary The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller and work with a team. The position is located in Midtown Manhattan, New York. Experience and Education CPA Bachelor’s degree in...
TFO Phoenix, Inc. a multi-family office and Registered Investment Adviser serving wealthy families and institutions, is looking to expand its team of professionals. Since our founding in 2011, our firm of 28 professionals has seen significant growth in the the number of families we serve. We are seeking a talented Strategic Initiatives Manager to h...
The Opportunity: The Chief Executive Officer candidate selected shall have the opportunity to assume a leadership role in an almost 40 year old organization providing wealth management services in connection with a series of trusts, foundations and other entities for a sophisticated financial family. The successful CEO will help shape and imp...
CLIENT Our client family is headquartered in the Napa Valley and is a well-established single-family office serving four households. The family spans three generations - (G1) matriarch/wealth owner, hereinafter “Principal”; (G2) her three adult children, two of whom are married; and (G3) five grandchildren. The family’s wealth originated fro...
The Director of Development and Marketing will oversee the Foundation's development and marketing functions. This is a unique opportunity for a highly energetic, entrepreneurial, and innovative individual to be the key driver of fundraising and awareness for a growthing Foundation dedicated to curing one of the most prevalent neurological...
Job DescriptionBrush Street Investments, LLC is the investment arm of a well-established family office based in Detroit, Michigan that serves the 3rd through 6th generations of a globally recognized and ever growing family.Brush Street is seeking to hire a Senior Investment Analyst to ensure that the best interests of the entire family are me...
Tax Manager – Multi-Family OfficeVogel Consulting is an independent multi-family office offering an integrated approach to wealth management. The firm operates as a private family office, using a totally customized approach to responsibly protect, build and manage family wealth for present and future generations. The focus is on integrating s...
Position SummaryThis position is responsible for assisting in the daily duties of a private residence in Washington, DC, including housekeeping, interior maintenance, meal preparation and service, and special events/dinner parties. Full-time (40 hours/week), hourly/non-exempt position which reports to the Female Head of Household and the Esta...
50 State LLC is a single family office (SFO) located in Central New York serving three generations of a family members that withstood a major liquidity event in September 2015. The SFO has transitioned from an office embedded within an operating company focused on estate planning, trust administration and tax compliance and oversight to a sta...