Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking an Accounts Payable Specialist to join our staff in the dynamic and rapidly growing Multi-Family Office dep...
Looking for variety and an opportunity to build your career? North Kohala multi-business owners are seeking a full time Sr. Accountant professional with effective and friendly communication skills and a positive attitude. The Senior Accountant has important responsibilities: oversee, evaluate, facilitate, coordinate and orchestrate the financial as...
A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company are all members of a single large philanthropic family. The family office offers services including tax planning and compliance, estate planning and administration,...
The core element of this role involves assisting family members with various aspects of their personal financial affairs through regular meetings. This is done by serving as the individual family members primary contact and then facilitating a broad range of services as required by each. Participates in family meetings regardin...
-10 Years Experience-Expert in Excel-Travel and calendar management, contact management with CRM systems-6 days/week
What You'll DoThe Family Office Relationship Manager (FORM) is responsible for managing a portfolio of our most sophisticated and highest net worth clients. The FORM is responsible for maximizing client engagement through proactive and frequent communication. Using a dynamic and customized approach, the FORM will coordinate a team of internal a...
Our client, a major family foundation based in Atlanta, is a philanthropic leader in the region and nationally. As a family foundation, the team works very closely with the donor’s family. This position is specifically designed to staff one of the Principals, though it will also report to the Vice President of Programs.The Foundation and Principal ...
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...
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 ...
• 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...