Abbot Downing provides a distinct client experience for UHNW individuals and families with substantial assets typically defined as those with complex estate structures, advanced planning requirements and investable assets of $50 million or more. The Abbot Downing team delivers the attentiveness of a boutique firm while also providing clients ...
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As an UHNW Relationship Manager, you are a member of PNC's Hawthorn organization. Hawthorn is ranked among the top ten multi-family office organizations by the Family Wealth Alliance. You will address the wide-ranging financial needs of the ultra high net worth client, including private banking; investment management and consult...
As an Ultra-High Net Worth Senior Wealth Strategist, you are a member of PNC's Hawthorn organization, an UHNW multi-family office ranked among the top ten family offices in the United States. As part of one of the most respected planning groups in the wealth management industry, you will work with an exceptionally bright and credentialed ...
As an Ultra High Net Worth Senior Relationship Manager, you are a member of PNC's Hawthorn organization. Hawthorn is ranked among the top ten multi-family office organizations by the Family Wealth Alliance. You will address the high-ranging financial needs of the ultra high net worth client, including private banking, investmen...
NYC – based family office is setting up a satellite office in San Francisco to serve our California – based family members. We are looking for a well – educated leader who has significant accounting skills and exposure/experience in human capital, a future and current family foundation, building/managing a small team (5-6 office e...
Hurd Enterprises, Ltd. is a family-owned firm with a long history based in San Antonio, TX. Our operating interests are in oil and gas, ranching, real estate development, and investments. We are currently seeking a tax manager to join our professional staff, who can demonstrate a high degree of responsibility and trustworthiness. T...
Hurd Enterprises, Ltd. is a family-owned firm with a long history based in San Antonio, TX. Our operating interests are in oil and gas, ranching, real estate development, and investments. We are currently seeking a tax manager to join our professional staff, who can demonstrate a high degree of responsibility and trustworthiness. T...
A family office located in the Twin Cities is currently searching for an Executive Assistant. The family office provides investment advisory, trust administration, accounting, tax, and estate planning services. The family office also provides philanthropic services through a family foundation.The position will report to the CFO an...
The Senior Investment Analyst is responsible for a wide range of investment-related research and analytical processes, reporting those findings to Vogel's Investment Committee, and preparing various reports and asset allocations for client-specific reporting and recommendations. Education and/or ExperienceMinimum of a Bachelor's degre...
Greenleaf Trust, Michigan’s first trust-only bank open to the public, with over $7 billion in custody assets and over $5 billion in assets under discretionary management, seeks an individual committed to superior client service in a team-based dynamic growth environment. Greenleaf Trust is committed to providing individuals, foundations and c...
As an UHNW Market Relationship Strategy Director, you are a member of PNC's Hawthorn organization. Hawthorn is ranked among the top ten multi-family office organizations by the Family Wealth Alliance. You will address the wide-ranging financial needs of the ultra high net worth client, including private banking; investment management and ...
The Property Caretaker is responsible for providing preventive care and daily grounds and maintenance services at a private residence located in Ada, Michigan. This includes oversight of construction projects and outside vendors as assigned.
JOB DESCRIPTION TITLE: Director of OperationsREPORTS TO: CFOPOSITION SUMMARYProvides the leadership, management and vision to ensure the Firm’s operations team has proper operational controls, administrative and reporting procedures, people and systems to ensure proper financial reporting necessary to effectively grow the org...
A multi-faceted, dynamic family office located in Park Slope, Brooklyn, NY (with offices in Akron, Ohio), is seeking an Executive Assistant to support the key stakeholder of the office. The EA will join the Brooklyn team as an essential member who interacts closely with family and staff and, most importantly, as direct support to the office’s...
The Accounting Manager is responsible for all areas relating to financial reporting. This position directly manages the accounting staff to ensure that work is properly allocated and completed in a timely and accurate manner. This position addresses tight deadlines and a multitude of accounting activities including general ledger prepar...