Goodfellow Bros. is a 98-year-old, 4th generation family-owned business, operating all over the West Coast and the Hawaiian Islands. Pacific Rim Land, Inc. (PRL), a sister company of Goodfellow Bros., is a private real estate investment, development and management company founded in 1990, with offices in Hawaii and Washington. PRL and its affiliate...
The Forman Family Office is seeking a Manager, Operations. The Forman Family Office (“FFO”) provides private wealth management services to the Forman Family and select others. FFO is a bespoke service organization demanding the highest levels of discretion and attention to detail. We nurture relationships and coordinate the work of...
ACCOUNTANT/ANALYST POSITIONPosition: Full-time (Monday through Friday, 8:00 am to 5:00 pm) Accountant/Analyst. Will report to the Controller and Chief of Staff, offering support in all accounting and business matters (see below for example assignments and responsibilities). No supervisory responsibilities. No anticipated travel. Company: A business...
What You'll Do- Build long-term client relationships and enhance existing relationships through quality client service, anticipating client needs, communication, client meetings and meeting/exceeding client service level standards, including assisting individual clients and families and prospects with charitable planning and planned giving opti...
As an Investor Relations Associate, you will be responsible for the planning and execution of a comprehensive, proactive, fundraising and investor relations program, including refinement and cultivation of an HNW and Family Office investor network, communicating corporate strategy and investment opportunities, and participating in compliance a...
Executive couple with homes in Manhattan and the Hamptons seeks to hire a Director of Residences to take over the complete oversight, management, and operations of their residences. This is a newly created position for a professional with at least five to seven years of previous experience working in a formal Manhattan home. The ideal c...
We are a NYC based family office looking for a great House Manager / modern-day butler. This is a hybrid role of House Manager, Steward/Butler and Personal Assistant. This is a hands-on role and requires travel both domestically and internationally. We can provide additional details upon request.
Tax and Accounting AssociateDUTIES AND RESPONSIBILITIESPrepare tax returns and calculate related estimated income tax payments for the following types of entities:Fiduciary income tax returns (including Electing Small Business Trusts) and related states where applicableIndividual income tax returns and related statesPrivate Foundation returnsPayrol...
The Associate Financial Planner position provides technical support for the Certified Financial Planner and Executive Director through the Family Financial Planning Office (the “Office”). This position is expected to work in coordination with and report to the Certified Financial Planner with a dotted line to the Executive Director of t...
Willow Street Group is recruiting a Controller to play a lead role in the financial management of Willow Street Group and its affiliate, Willow Street Trust Company. Based in Jackson Hole, WY, Willow Street provides fiduciary and trust administration services to U.S. and international families of wealth. The Controller&nbs...
Leads or supports client management activities with ultra high net worth clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most c...
Cozen O'Connor is seeking a Manager for its Trust Operations Department located in Philadelphia, PA. The Trust Operations Manager is expected to maintain a superior subject matter expertise in trust accounting reconciliation best practices, trust systems and trust operations, to manage the Department’s staff, and to have responsibility for the...
The Taylor Family Office (TFO) is seeking a deeply experienced, qualified professional to become its next Executive Director. This vital position supports multiple generations of the Taylor-Kindle family including spouses.General Responsibilities:Represent the Taylor-Kindle families (referred to as “the family” and to include spous...
Chinquapin is a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. As such, all information is highly confidential and requires a high level of attention to detail and...
This Family Office is a Nashville-based family office that manages a diversified investment portfolio, including significant holdings in one of the largest American wine and spirits companies. The Family Office is a collaborative, strategic, and dynamic enterprise. We administer two private foundations as well as several investment companies ...