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...
We have the answers
Search Results
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...
CLIENT Our client family is headquartered in the Napa Valley and is a well-established single-family office serving four households. The family spans three generations - (G1) matriarch/wealth owner, hereinafter “Principal”; (G2) her three adult children, two of whom are married; and (G3) five grandchildren. The family’s wealth originated fro...
The Director of Development and Marketing will oversee the Foundation's development and marketing functions. This is a unique opportunity for a highly energetic, entrepreneurial, and innovative individual to be the key driver of fundraising and awareness for a growthing Foundation dedicated to curing one of the most prevalent neurological...
Job DescriptionBrush Street Investments, LLC is the investment arm of a well-established family office based in Detroit, Michigan that serves the 3rd through 6th generations of a globally recognized and ever growing family.Brush Street is seeking to hire a Senior Investment Analyst to ensure that the best interests of the entire family are me...
Tax Manager – Multi-Family OfficeVogel Consulting is an independent multi-family office offering an integrated approach to wealth management. The firm operates as a private family office, using a totally customized approach to responsibly protect, build and manage family wealth for present and future generations. The focus is on integrating s...
Position SummaryThis position is responsible for assisting in the daily duties of a private residence in Washington, DC, including housekeeping, interior maintenance, meal preparation and service, and special events/dinner parties. Full-time (40 hours/week), hourly/non-exempt position which reports to the Female Head of Household and the Esta...
50 State LLC is a single family office (SFO) located in Central New York serving three generations of a family members that withstood a major liquidity event in September 2015. The SFO has transitioned from an office embedded within an operating company focused on estate planning, trust administration and tax compliance and oversight to a sta...
The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller. The position is located in Midtown Manhattan.Experience and Education:CPABachelor's degree in Accounting preferredAccounting Experience (3-5...
NEW MIAMI- Our client is looking for a Senior Investment Strategist to consult with their UHNW clients. This person will work closely with the investment committee, writing white papers and being a thought leader within the firm. **Must be bilingual** **Must be in Miami Please email or call if you would like to learn more. JMilner@...