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 oversi...
A large family office based in Greenwich, CT is seeking to hire a senior financial executive who is looking to take a significant step up into a role with broader responsibilities. The CFO will report to the long-term CEO and serve on the broader leadership team. The ideal candidate will have a strong hands-on financial skillset, Big Four accountin...
EXECUTIVE HOUSEKEEPER This is a full-time position with benefits. The Executive Housekeeper is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level...
HOUSEHOLD MANAGER This is a full-time position with benefits. The Household Manager is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Clie...
CLIENTOur client is headquartered in San Francisco and is a well-established single-family office.The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfolio of investment and business holdings.The family encompasses three generations with the G1 parents working actively with their G2 adult ch...
The Company: Seaside Ohana Investments, Inc. (SOI) is a single-family office serving generations 2 – 5 with a full range of financial services. The family office is headquartered in Honolulu, HI with a satellite office in Denver, CO. This position is in the Denver office. The position will report to the Vice Presi...
Greenwich Family Office – Hiring Accounting ProfessionalA single-family office headquartered in Greenwich, CT is expanding their accounting team and has created a new position to support the growing needs of the family. The team is collaborative and long-term, and the family is offering top compensation and benefits for the right profess...
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...
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...