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Investment Operations, Portfolio Accounting & Reporting Location: Detroit, Michigan Job Description:FE, LLC is a single-family office that provides comprehensive wealth management services to multiple generations of a globally recognized and ever grow...
Lowenhaupt Global Advisors has been providing wealth management services globally for over 100 years and is based in downtown St. Louis. Lowenhaupt manages wealth for generations of families by integrating all components of wealth management – investment advisory, tax and estate planning, risk management, fiduciary services, family governance...
Job Summary: The Vice President of Finance, Client Services, and Operations is a key member of the executive leadership team of the family office and reports to the Managing Director. The Vice President will have responsibility for planning, implementing, and managing day-to-day activities of the family office and the private trust compa...
CLIENT Our client’s family office is headquartered in the Western United States and is a well-established single-family office that has been running effectively for more than fifteen years. The family’s wealth was the result of two highly successful energy-related businesses. The family currently has approximately 45 entities ...
Job Summary 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 CPA Bachelor’s degree in Accounting preferredAccounting experi...
Executive family in Chicago with a broad portfolio of properties across the U.S. seeks a proven leader with at least ten years of private home experience to take on full management of and oversight for their fully staffed homes. The professional in this newly created position will join the existing leadership team and have broad oversight over cons...
The Chief Financial Officer will be an integral part of a dedicated and highly skilled executive leadership 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 will provide superior leadership and ...
The Director of Property and Asset Management will be an integral part of a dedicated and highly skilled leadership 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 will be responsible for provi...
Title: Chief Compliance OfficerDate: April 2020 About GreshamWe are an independent investment advisory and wealth management firm that has been serving u...
Downtown Chicago family office looking for a talented and motivated Senior Accountant to join a busy and expanding team. The list below includes, but does not limit, the tasks and responsibilities required by the position. The employee must accomplish the tasks individually or by coordinating with the Controller and/or other s...
The Company:The Company is a single-family office serving a variety of entities (partnerships, trusts, foundation and corporations) by providing financial, accounting, tax, investment management, insurance oversight and administrative services. The Position: Office Administrator & Accounts Payable Coordinator:The position reports to the Ch...
The Chief Financial Officer will be an integral part of a dedicated and highly skilled executive leadership 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 will provide superior leadership and oversi...
A large family office based in Greenwich, CT is seeking to hire a senior financial executive who is looking to take a significant step up into a role with broader responsibilities. The CFO will report to the long-term CEO and serve on the broader leadership team. The ideal candidate will have a strong hands-on financial skillset, Big Four accountin...
EXECUTIVE HOUSEKEEPER This is a full-time position with benefits. The Executive Housekeeper is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level...