Overview of the Company:AFO Capital, Ltd. (“AFO”) is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various inve...
Candidates should be detail-oriented with exceptional follow-through skills and possess a high level of integrity and discretion in handling all confidential information. Ideally, the candidate will be someone who has previously worked in philanthropy, taxes/accounting, or concierge services. Also, candidates should be adept at utilizing software s...
This Family Office was founded in 1968 by a Stanford Alumni who had $75,000 impersonal capital and every dollar of the over $3billion they have in assets under management today has grown from that original $75,000.Tax Manager/ Tax AccountantServices include financial and investment portfolio accounting for public & private , tax-planning,budget...
This Family Office was founded in 1968 by a Stanford Alumni who had $75,000 impersonal capital and every dollar of the over $3billion they have in assets under management today has grown from that original $75,000.Investment AccountantReconciliation fo cash and publicly traded stocks, bank transfers, report to fund managers, treasury bill investing...
Job SummaryThe trust & partnership accounting operations manager is personally responsible for the trust accounting and partnership accounting, and related activities, for the over 200 entities managed in the office. This individual will be an important part of the team and should be prepared to contribute thoughtful input on how operations cou...
CLIENTOur client is headquartered in downtown Chicago and is a well-established family office providing an array of professional services to a private trust company.G-1 wealth is the result of a highly successful investment business, as well as a significant diverse portfolio of global investment and business holdings.The family office service deli...
CLIENTOur client family (“Family”) originally from the Midwest has a well-established single-family office spanning three decades that provides management, support, and oversight for the wealth management affairs and personal assets of the Family.The Family has created significant wealth, a result of highly successful businesses, as wel...
CLIENTOur client is headquartered in the Silicon Valley and is a well-established family office serving the business and investment enterprises of two wealthy families.The families’ wealth is the result of highly successful technology businesses, as well as a significant diverse portfolio of investment, business, and real estate holdings.The ...
An established and significant private investment firm based in Palm Beach, FL has created a new position to add bandwidth to their long-term finance and accounting team. The ideal person will have significant Big Four audit experience. Primary responsibilities will include tracking of capital investments, dividends, and other records for 300+ priv...
Seeks an investment officer with seven to fifteen years of experience and excellent people skills to provide investment expertise to a book of client relationships. S/he is expected to have a command of investment precepts and be able to apply them to account portfolios through the use of proprietary investment strategies, manager-of-ma...
EXECUTIVE ASSISTANTJob Description The Executive Assistant 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 Client satisfaction is critical to the success of this position. The individual in this role is responsible for p...
FAMOFC is a small family office located in Tucson Az whose business is to provide family members, a private family trust company (PTC), and foundation with accounting, tax compliance, cash flow management, and bill pay services. The position has broad responsibilities, flexible schedule, and interfaces closely with family members.&n...
VICE PRESIDENT, SENIOR WEALTH ADVISORAs the primary professional responsible for managing Ultra-High-Net-Worth (UHNW) client relationships, the position is a critically important role. The Senior Wealth Advisor provides sophisticated trust and financial advice and other fiduciary and wealth management services to some of the firm’s largest and most...
Company OverviewBased in Bayport, Minnesota, SRI is a private family office providing professional integrated philanthropic, financial, and individual services to its clients along with traditional wealth management services.SRI was created in 1996 by Christine and Sarah Andersen to promote their mutual interest in philanthropy – ...
JOB TITLE: Manager, Talent Acquisition & Development SUMMARY: This role will develop, implement, and manage our recruitment strategy and processes, new employee induction program as well as our employee learning & development capabilities. REPORTS TO: Senior Director, Human Resources DUTIES AND RESPONSIBILITIES:This is a new role...