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Job DescriptionThis position will work as part of the Firm’s Investor Relations team and support senior staff in all areas of marketing, communications and investor relations. As an impact-focused investment firm, we have a strong commitment to sustainability and this position will be integral to communicating our brand consistently and...

Goodfellow Bros. is a 100-year-old, 4th generation family-owned business, operating all over the West Coast and known for its extensive presence in the Hawaiian Islands. Our sister company, Pacific Rim Land, Inc. (PRL), is a private real estate investment, development and management company founded in 1990, with offices in Hawaii and Washington. PR...

An established family office supporting a single family with multiple generations, with an office in southern 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 cred...

An established North Suburban Chicago Family Office is looking for a Senior Investment Professional. Working closely with a family principal and CFO, the individual will serve a family investment partnership, G2s, G3s and a number of trusts. The office culture allows for a three or four day a week schedule and encourages work/life balance.Spe...

The Accountant/Financial Analyst is responsible for strategic tax planning, in-depth financial analysis, and monitoring the general accounting process, which includes, but is not limited to, developing financial statements, cash management, adhering to a strong environment of internal control and internal audit of tax preparation. This role h...

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 ...

The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral part of the new investment so...

ADMINISTRATORTHE LUMPKIN FAMILY ENTERPRISEThe Lumpkin Family Enterprise Administrator provides support for the Family Council, the SKL Board, the Family Assembly, and the annual Family Reunion and Meeting. The Administrator reports to the Family Council Chair in all matters with the exception of work for the SKL Board in which case the Administrato...

CEO ROLE AND RESPONSIBILITIES: Highly confidential search for a qualified family office CEO in Naples, FL. The successful candidate sought is a high impact professional, who thrives in a team environment, and will be motivated by the mission and values of the family. While having a technical understanding of the subject matter for the position...

JOB DESCRIPTION – FINANCIAL PLANNER FINANCIAL INVESTMENTS CORPORATION (FIC) Well established Chicago family office seeks accounting and finance professional to become an additional financial planner on our client service team. This individual will work on all aspects of financial management, associated implications of private equity...

Organization OverviewFounded in 2012 by Liesel and Ian Simmons, Blue Haven Initiative (BHI) is a single-family office managing diversified a global investment portfolio. As one of the first family offices created with impact investing as its core mission, BHI seeks market rate return on its investments as well as maximum social and environmental im...

The Director of Family Office and Advisor Services is responsible for the design and implementation of the company’s core membership services, using growth and retention strategies that align with FOX’s strategic objectives. This role includes developing and leading the member servicing strategy and satisfaction levels with the goal of ...

CLIENTOur client family (“Family”) is headquartered in the Silicon Valley and is in the process of setting up their first family office to provide management, support, and oversight for the wealth management affairs and personal assets of the Family.The Family spans three generations – (G1) husband and wife, hereinafter “Pri...