Ascent Private Capital Management of U.S. Bank exclusively serves ultra-high net worth (UHNW) clients with net worth in excess of $75MM. The Senior Managing Director, Strategic Relationships operates as the strategic and tactical leader of Ascent’s business development group. This person is responsible for the creation of a national business ...
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• Identify and develop relationships with institutions able to invest between $2mm and $25mm in our private real estate funds. This includes but is not limited to Endowments, Foundations, Small Pensions, Family and Multifamily Office, Large RIAs and High Net Worth investors. • Develop new business and strengthen relationships with e...
Administrative Assistant to Shorenstein's Family Office.Key Responsibilities:Extensive use of various systems for data gathering, downloading, processing, and uploading.Outlook scheduling involving family and senior executivesObtain signatures on documents (track on spreadsheet; follow-up as necessary; be mindful of deadlines) such a...
Family Office Manager A professional, capable, and flexible professional with excellent communication skills and significant experience working with high-net-worth individuals sought for a Family Office Manager position based in the Twin Cities area, Minnesota. This person will report to this single-family-office’s President and oversee,...
Family Office Controller Position SummaryCamillo Holdings is seeking a Family Office Controller to help launch and oversee the financial operations of a three-person family office located in Houston, Texas. The candidate must be a creative and effective problem solver with excellent judgment, great interpersonal skills,...
Agman is seeking a Financial Accountant to join our finance team in our Omaha office. This position will be responsible for a variety of tasks including bookkeeping, account reconciliations, bill pay, documentation tracking, and data management support.The firm offers competitive pay and benefits, including health insurance, 401k, and paid time off...
Family Office Chief Operating Officer An executive couple based in Chicago who is establishing a downtown family office to oversee ongoing financial, wealth, and human resources matters seeks to hire a Chief Operating Officer for this family office. The ideal professional will be a capable operations and oversight professional with established...
Boston-Based Family Office Seeks Part-time Foundation DirectorCabot Family Charitable Trust receives proposals concentrated in the city of Boston from 501c3 organizations that cover many areas of philanthropy. It is administered by family trustees and requires an Executive Director with a collaborative style and excellent written and verbal communi...
PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Estate Planning, Estate Administration, Trust and Charitable teams to advise clients regarding estate planning strategies; implement estate planning decisions, coordinate services provided by outside legal counsel, review contracts, provide legal support for FCI and the...
Position: Client Services Officer Reports to: President Position purpose: Responsible for hands on work and coordination with internal personnel and external professionals for execution of investment decisions, financial services, accounting, income, gift and estate tax planning and compliance, risk management and insurance coverage, and ...
The Company:The Company is a single-family office serving a variety of entities (partnerships, trusts, foundation and corporations) by providing financial, accounting, tax, investment management, insurance oversight and administrative services. The Position: Office Administrator & Accounts Payable Coordinator:The position reports to the Ch...
Chinquapin Trust Company is seeking an Accounting Director to lead a team responsible for all financial accounting and reporting for the clients of a private trust company. Clients include individual family members, partnerships, corporations, trusts, and private foundations. This is a significant leadership role in the organization and we are look...
Job DescriptionPosition: Lead AccountantReports to: Chief Executive OfficerLocation: Western SuburbsHours: Full-TimeThe CompanyWe are in the process of identifying and meeting with qualified candidates for this exciting opportunity as a Lead Accountant for a private family office in the Chicagoland Area. The Family Office serves on a confidential b...
Estate Manager The Estate Manager oversees and synchronizes day-to-day residential activities for a prominent family based in Westchester NY. S/he is responsible for coordination and scheduling, resourcing and execution of activities required to maintain the residence and grounds, service standards, events coordination, and overall family expe...
The David and Lucile Packard Foundation, a $7.4 billion family foundation, supports organizations that focus on environmental stewardship and sustainability; reproductive health; children, families and communities; nonprofit organizational effectiveness; and continues to have a commitment to giving in its local community. The Foundation also has a ...