Hallmark's Charitable and Crown group operates a private trust company that manages a sophisticated investment portfolio, provides trust management, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. We are seeking a Rel...
We are seeking a Director of Private Tax to lead a team responsible for all tax work for the clients of a trust company, including tax compliance, tax planning and advising, tax policy, tax records, and related systems. The Director of Private Tax ensures that the right work processes, roles and talents are in place to suc...
A large family office based in Greenwich, CT is seeking to hire a senior financial executive who is looking to take a significant step up into a role with broader responsibilities. The CFO will report to the long-term CEO and serve on the broader leadership team. The ideal candidate will have a strong hands-on financial skillset, Big Four accountin...
The Ascent division of U.S. Bank’s Wealth Management Group exclusively services UHNW clients with net worths in excess of $75MM. The Managing Director, CFO Services will serve as a strategic business planner and subject matter expert for the CFO Services offering within the Wealth Sustainability line of business. As a member of a national tea...
Qualifications:BS Degree in Accounting and/or applicable bookkeeping experience (i.e. thorough understanding of accounting model)Quickbooks experience Exposure to high net worth family a plus Strong PC skills and a good understanding of Microsoft Outlook, Word and Excel Job Responsibilities:Bank and broker reconciliations.General Ledger monthly clo...
CLIENTOur client is headquartered in San Francisco and is a well-established single-family office.The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfolio of investment and business holdings.The family encompasses three generations with the G1 parents working actively with their G2 adult ch...
The Company: Seaside Ohana Investments, Inc. (SOI) is a single-family office serving generations 2 – 5 with a full range of financial services. The family office is headquartered in Honolulu, HI with a satellite office in Denver, CO. This position is in the Denver office. The position will report to the Vice Presi...
Greenwich Family Office – Hiring Accounting ProfessionalA single-family office headquartered in Greenwich, CT is expanding their accounting team and has created a new position to support the growing needs of the family. The team is collaborative and long-term, and the family is offering top compensation and benefits for the right profess...
The FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With nearly 30 years of collective intelligence,...
Over the course of three days, the FOX community’s most sophisticated private capital investors will explore what’s on the investing universe horizon, direct investing trends, impact investing, the future of public equities, what’s new in alternative investments, and more. The forum will provide an opportunity to connect with peers from FOX familie...
The FOX Wealth Advisor Forum brings to the forefront the topics, issues and insights that advisors need to know to not only thrive but navigate new opportunities and direction. In 2021, advisors need to be prepared more than ever to respond to the client shifts underway. This year's forum will explore managing challenging family dynamics, making a ...
The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committee...
Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing and consulting.Throughout this three-day virtual event, hear from leaders and visi...
This compelling two-day virtual 2021 FOX Family Office Forum™ will bring together C-suite family office executives, senior managers, HR managers, technology heads, and family members to discuss the common challenges family office leaders and advisors are actively addressing. Every member of your office is welcome to attend virtually. This...
October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council MembersOctober 27-28: Open to all FOX MembersFor the first time since 2019, join your peers in-person at the 2021 FOX Family Forum in Chicago or virtually. At this compelling in-person and virtual program, family members, office executives, ...