Search Results

Director of Strategic Partnerships, Business Development (San Francisco, CA; Chicago, IL; Washington, DC; or New York, NY)A seasoned professional who will represent Arabella nationally to develop and pursue strategic partnerships in new and existing marketsThe Director of Strategic Partnerships will focus on engaging the philanthropic community by ...

Director (Families and Individual Clients Focus), Advisory Services (San Francisco, CA; New York, NY; Washington, DC; or Chicago, IL)A mission-driven professional who will provide strategic consulting services to a diverse portfolio of clients to help them achieve their social impact and philanthropic goals Directors play an essential role on the A...

Job Type: Senior AccountantLocation: Greenwich, CTOrganization: Greenwich CT area Single Family OfficeOverview:The Accountant will have two main focus areas: 1) accounting for the Family Office’s international investment portfolio 2) US tax compliance for the portfolio. Reporting to the CFO – Africa and Tax Director. T...

Walton Enterprises is seeking a skilled, highly motivated, and experienced individual to join the team as Associate General Counsel for Walton Enterprises (WEI).Our Commitment to Diversity, Equity, Inclusion and Belonging We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all a...

Our client is a 10 person family office in downtown Chicago. For them, we need to find a unicorn: an experienced corporate paralegal who is client-facing, responsible, funny, and wicked-smart. Work will range from complicated private equity, real estate & corporate transactions to house closings, trusts & estates & employee matter...

Company Overview:We are a single family office with both significant operating businesses as well as an internally managed asset management division that report up through the family office Chief Financial Officer (“CFO”). This family office combines asset management, cash management, risk management, financial planning, lifestyle manag...

Are you a relationship builder with strong financial acumen looking to join a dynamic team?As a Client Advisor, you’ll be the primary leader of the client’s advisory services team, the first connection clients have with FCI. You’re a relationship builder, proactive and strategic, a whiz at integrating financial services, the best ...

Glenora Company is seeking a Certified Public Accountant for a full-time Client Manager position with expertise in individual, trust, and business accounting. The duties include tax preparation and review, tax planning, personal and business financial statement preparation and review, trust administration, cash flow planning, general ledger review ...

Position Summary:A small but growing innovative family office located in Oak Park, IL would like to hire anAdministrator to join their leadership team. This person will develop and support the procedures,processes, and structure of the family office. They will support daily administrative operations ofthe office, while contributing to the developme...

Our single-family office is looking to add to our team the right person to head up investment trading, specifically Option Trading. This individual will be responsible for managing the options trades for a multimillion-dollar portfolio. The office is relatively new to this area of investments and after successfully executing over 1,000 options this...

DESCRIPTIONThe firm operates as a single-family office serving a multi-generational Chicago real estate family. The office acts as the investment advisor to a private trust company and multiple family members. In addition to investments, the family office offers many services accounting, tax, insurance, property management, concierge services and p...

Principal Responsibilities:Serve as a liaison between the CEO and the firm’s associates.Answer and screen incoming calls. Determine the nature and urgency of the calls and intervene when possible by providing direction and answers to questions and inquiries. Exercise gatekeeping skills to manage CEO’s calendar and contact databaseManage...

Job SummaryA St. Louis based; multi-generational, single-family office seeks an Investment Operations Specialist to join the Office’s Finance Team. The position includes a range of responsibilities in support of the office’s overall investment and wealth management functions. Chief among these is investment information integrity; ensuri...

DescriptionThe Senior Staff Accountant is responsible for developing financial statements, cash management, adhering to a strong environment of internal control and internal audit of tax preparation, tax planning, and in-depth financial analysis. This role has significant interface with the 1911 Office Board, outside vendors, key advisors, and fami...

This is an opportunity to join a small, dynamic team supporting a philanthropically-minded Ultra-High-Net-Worth family in a newly founded Single Family Office (SFO) in San Mateo. This is a brand new role in a fast-paced, rewarding start-up environment. The EA will support one of the Principals in her roles as award-winning author, philanthropist, m...