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Our mission-based multi-generational family office is seeking a CPA to handle our accounting operations and financial functions for the office and for our clients’ entities including trusts, partnerships, holding companies, and real estate LLCs in support of mission and strategy. This role will be pivotal in supporting the CFO on projects associate...
The Opportunity: The Family is seeking a Chief Operating Officer (COO), which is a newly created position, to support the President as a collaborator on all family office/family enterprise matters. The current President was promoted from Chief Financial Officer when their predecessor resigned due to health issues. Operating as a close-knit, col...
Please join us on Wednesday, December 4, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. As families and family offices grow and become more complex, attracting and developing the right talent now requires total compensation plans that are competitive and keep pace with an evolving w...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family office leaders.