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JOB TITLE: Director, Family Engagement & Learning LOCATION: Chicago, Illinois (willing to accommodate relocation) SUMMARY: We are seeking a learning & solutions oriented senior professional to be responsible for the design and implementation of best-in-class family engagement initiatives, with a heavy focus on communications, lea...

Cozen O'Connor and its HomeBase Family Office affiliate is seeking an individual to perform bill pay functions for firm clients. You will be expected to develop and maintain subject matter expertise and best practices standards in the performance of these duties, as defined by HomeBase and our clients. This position is full-time and...

Provides advisory-based planning and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific fina...

OverviewBPM is a single family office that provides support to a number of properties with both domestic and international locations. We seek a dedicated IT Support Engineer to provide technical support to our user population which includes both private residences and commercial operations. The ideal candidate will provide support for user desktop,...

CLIENT Our client family, the H.J. Russell Family Office (“Family”) is headquartered in Atlanta and is a well-established office serving the business and investment enterprises of a significant, multi-generational family with over 60 years of impactful, mission-based involvement in the broader Atlanta community. The founding patriarch, Herman J...

This is an opportunity to join a dynamic team supporting a philanthropically-minded Ultra-High-Net-Worth family in a Single Family Office (SFO). The objective of our SFO is implementing efficient processes that allow the Principals to pursue their highest purposes, including transforming mental health outcomes through their philanthropic work as we...

Job Summary:An established, multi-generational single family office is seeking a Senior Accountant to join the current staff of five at its office in Lake Geneva, Wisconsin. The Senior Accountant is responsible for (i) helping manage core finance & accounting, wealth management, tax planning, and risk management processes (ii) supporting ...

CLIENT SERVICE MANAGEROUTSTANDING CAREER OPPORTUNITYIN THE FAMILY OFFICE INDUSTRY Johnson Keland Management, Inc. has an outstanding opportunity for a full-time Client Service Manager to join our team in Racine, WI.This client-facing role serves as a relationship manager and an “expert generalist” to assigned clients, providing bot...

ACCOUNTANT/BOOKKEEPEROUTSTANDING CAREER OPPORTUNITY IN THE FAMILY OFFICE INDUSTRYJohnson 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, on-site position that will work at our company office in Racine, Mond...

Adminstrative Assistant - BookkeeperA small family office is seeking a detail oriented candidate who is able to multitask. The right person will handle travel, scheduling, ordering and mailing projects. They will be proficient in using Word, Excel and FoxPro. They will also prepare deposits and other lite ...

The Cox Family Office is hiring a Tax Analyst to support the Tax team. The Tax Analyst will be based in Atlanta and responsible for managing and contributing to various tax projects serving Cox Family members, trusts, and associated entities. Vital to the role is the ability to think critically, problem-solve, and prioritize team needs while mainta...

The Cox Family Office is hiring a Tax Planning Manager to support the Generational Planning function within the Tax, Generational and Financial Planning Team. The Generational Planning function is unique in that it supports activities for maintaining Cox Enterprises, Inc. as a family-owned company, including shareholder relations services, estates ...

Position Summary:Well-established family office based in Irvine, CA has created a new position for a senior executive that will report to the President and CIO. The senior management for the family’s residential and lifestyle assets will report directly to the Director of Family Office Services. Responsibilities:Oversee five to six direc...

Job Summary The Senior Accountant position is within the Finance unit of a Single Family Office whose primary focus is property management. The position will report to our New York Office. The position is located in London, England. Experience and Education CPA/Accounting degree preferredAccounting experience (3-7 years)Experience in a f...

Job Summary:An established single family office is seeking an analyst to join its office in Palm Beach Gardens, FL to focus on financial/investment systems and reporting. The family also has an office in Chicago, IL. This position will report to the Managing Directors of Investments as well as the office's two controllers. Resp...