The Kataly Foundation, a new family foundation based in the San Francisco Bay Area, is committed to supporting restorative economics, environmental justice, and mindfulness and healing. Kataly’s mission is to support and provide resources to communities and social movements that are exploring new solutions to persistent, systemic problems, wh...
BKD Private Client Services (PCS) advisors provide sophisticated tax compliance, consulting, and planning services to individuals, families, businesses, fiduciaries, and more. Our professionals include CPAs, JDs, CFAs, and Chartered Financial Analysts. Partnering with our Wealth Advisors, Family Office, and BKDnext teams expand your flexibility to ...
Project ManagementWealth strategist would work in conjunction with existing BKD advisor and external advisors to develop, recommend and implement complex tax and estate plans for clientsWealth strategist would also serve as a point of contact to advise on other gift and estate issues and could connect others throughout the firm as neededWealth stra...
RELATIONSHIP MANAGERRelationship Managers report to the Managing Director and serve as the primary contact person for a family line or group of clients. Relationship Managers are responsible for the coordination of all services for assigned clients and lead family meetings regarding investments, financial and estate planning, banking, borrowing, an...
An established family office supporting a single family with multiple generations, with an office in Greenwich, CT, has created a new position to provide high-level financial support for a New York-based Forbes 400 family. The ideal candidate will possess the following characteristics:Exemplary characterStrong work ethicImpeccable academic cre...
A private family with an office in Atlanta and a large estate property in Western North Carolina would like to hire a detailed professional with strong math and business acumen to provide the principals of a family estate with administrative and operational support while overseeing all aspects of their family office. The right candidate will be an ...
Single family office located in Las Vegas, NV is looking for a qualified investment professional to join our asset management team.Portfolio Manager Summary:Assists Managing Director with creating & monitoring the overall asset allocation strategyAssists Managing Director with communicating asset allocation strategy to the board Assists Ma...
SUMMARY: The Controller is responsible for management of the company’s accounting operations for 50+ entities including C Corp’s, S Corp’s, Limited Liability Corp’s, Limited and General Partnerships, Trusts and Nonprofit entities. Accounting operations include accounts payable, accounts receivable, general accounting, ...
Senior Tax Accountant – Metro Detroit Family Office The family office is a small, collegial, entrepreneurial environment located in a Detroit suburb. The office administers multiple trusts, limited liability companies, and private foundations. The office also provides certain investment and tax services to family members. In ...
The Senior Wealth Management Specialist will be mentored by a financial advisor within our firm. The financial advisor has over 30 years of experience serving high net worth and high income clients, and currently has over $250M in assets under management. In addition, the financial advisor has been recognized as a top financial advisor by mul...
Client:Our client is the investment management and shared services arm of a broader group of businesses. The client’s shared services include Finance & Investments, Legal, Human Resources, Communications and Information Technology. Position Overview:The Director, Human Resources and Family Development is a key role in the Single Fami...
A single-family office in Chicago seeks an Accountant who will be primarily responsible for maintaining and compiling the financial information utilized as a basis for serving the financial, tax, fiduciary and administrative interests of the family and their related entities, including trusts, investment partnerships and private foundations.&...
About the Company: Single Family, Chartered Trust Company serving as Trustee for several multi-generational family Trusts. Position Description: The Accounting & Finance Manager is a newly created position tasked with assisting the Trust Company CFO, CIO, and other Trust Company personnel with accounting, financial, investment, and tax ser...
Reports To: President, SFOLocation: AtlantaThe requirements for this position include, but are not limited to, those outlined below. All duties and requirements are essential job functions and are subject to possible modification to reasonably accommodate individuals with disabilities. This document does not create an employment contract, implied o...
The Family Wealth Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management soluti...