This Family Office is a Nashville-based family office that manages a diversified investment portfolio, including significant holdings in one of the largest American wine and spirits companies. The Family Office is a collaborative, strategic, and dynamic enterprise. We administer two private foundations as well as several investment companies ...
This position is responsible for the family office tax compliance, tax planning and accounting for real estate, federal, state and local taxes. Essential Job DutiesOversee the income and estate tax planning for all family members and related entities including the development of long-term tax strategies; coordinate with external tax advi...
Family Office Controller Private single family office seeks a candidate with a minimum of 8 years accounting and wealth management experience to join a team responsible for handling accounting/finance for the owners and their operating businesses. Duties/ResponsibilitiesReport directly to Chief Financial Officer.Coordination of all ...
A well-established East Coast family office seeks to hire a Chief Financial Officer (CFO) to join their senior management team. This role is responsible for all financial, accounting, reporting, staffing, quality control, and service-related activities related to the family office. Must possess strong technical and interpersonal skills to foster cr...
UMB, a family-led, publicly-traded bank holding company with over 100 years of history, seeks an entrepreneurial and driven investment professional to fill the role of Chief Investment Officer of UMB Family Wealth. What You'll DoChair the Investment Committee and take responsibility for the overall direction of the Firm's investment o...
A single-family office based in Greenwich, CT seeks to hire a Senior Financial Accountant to manage financial matters and budgets across several departments as a key member of the finance team. This role is based in the Greenwich area, but involves travel 30-40% of the time to various domestic (25%) and international (15%) properties. Necessar...
Attracted to a career that focuses on serving the unique needs of affluent individuals and families? Captivated by designing comprehensive risk management and personal insurance solutions? Enticed by a role that will offer you the refreshing opportunity to expand your skillset and work directly with top colleagues? The Busines...
OUTSTANDING CAREER OPPORTUNITYIN THE FAMILY OFFICE INDUSTRY Johnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time position, Monday through Friday, 40 hours per week. The Client Rep’s role i...
We are in the process of identifying and meeting with qualified candidates for this exciting opportunity as an HR Manager for a private family office, CSC Family Partners, in the Chicagoland Area. The Family Office serves on a confidential basis the financial and personal needs of a single multigenerational family. The right candidate will thrive i...
Company: SGH Management Company, LLCPosition: Administrative Assistant/Front Desk Coordinator Reports To: Heather Evans (Office Manager/Executive Assistant)Salary: $50,000 - $55,000 (DOE)Hours: 40 weekly 8am – 5pm (Firm start time) About the Company:SGH Management Company, LLC, a single-family office, is seeking a motivated individ...
The Chief Financial Officer will be an integral part of a dedicated and highly skilled executive leadership team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Client satisfaction is critical to the success of this position. The individual in this role will provide superior leadership and ...
The Director of Property and Asset Management will be an integral part of a dedicated and highly skilled leadership team, responsible for providing outstanding customized service to our clients. Maintaining a high level of client satisfaction is critical to the success of this position. The individual in this role will be responsible for provi...
Title: Chief Compliance OfficerDate: April 2020 About GreshamWe are an independent investment advisory and wealth management firm that has been serving u...
Downtown Chicago family office looking for a talented and motivated Senior Accountant to join a busy and expanding team. The list below includes, but does not limit, the tasks and responsibilities required by the position. The employee must accomplish the tasks individually or by coordinating with the Controller and/or other s...
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...