In residence: Greenwich CT - 5 days a week- appx. 50-60 hours a weekDay-to-day responsibilities would include a combination of the following:Responsibilities:• Provide oversight, coordination and assistance to owner on various projects in a fast paced residential, business and family office environment.• Manage various aspects of logistic...
Johnson Financial Group is looking for a motivated, dedicated, self-starting individual for the position of Human Capital Team Family Dynamics Advisor. This role provides many services for our clients, prospects, team members, vendors and the human capital team itself. This person must be able to prioritize and multi-task. Strong communication skil...
Position Summary:A well-established single-Family Office based in Irvine, CA has created a new position for a senior leader that will report directly to the President and CIO. This individual will oversee the senior management team for the family’s residential and lifestyle assets including residences, collections, maritime and aviation asset...
Organization:We are seeking a Director of Finance to join our newly-formed family office. Our investment affiliates have over $1 billion in assets under management and operate quantitative trading systems that have produced exceptional results across a range of financial markets. Our affiliated philanthropies advance climate change solutions ...
CLIENTOur client family (“Family”) is headquartered in Chicago and is a well-established, full-service private family office that has been running effectively for many years, providing investment management, trust services and integrated wealth management services to a significant, business owning, multigenerational family.The Family&rs...
The Family Office Controller is responsible for all areas relating to financial reporting within the family office. Obligations include developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office. This position requires a stellar and trustworthy individual that thri...
Our single-family office is looking to hire the right person to help develop, execute, and grow the option trading portion of our portfolio. This individual will be responsible for managing the options trades for a multimillion-dollar portfolio and will work closely with our Senior Investment Officer and Chief Operating Officer to expand this growi...
Family Office Exchange (FOX) is pleased to present the inaugural Rising Generation Leadership Program for the preparation of future family leaders. The learning series is focused on educating future family leaders so they are armed with the quantitative and qualitative skills needed to thrive in life, business, and wealth stewardship. Particip...
The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you the tools you need to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own family enterprise plan, a p...
The 2019 FOX Rising Gen Forum is an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provides a place where you can have the authentic conversations you might not be able to with friends or business colleagues.Participants...
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum™ has gone virtual. Over the course of four days, the FOX community’s most sophisticated private capital investors will explore what’s on investing’s horizon, including emerging technology, social impact, and trending opportunities.The forum will provide an opportunity to connect with...
Join your family office peers at the 2020 FOX Family Office Forum™. This year, more than ever, you’ll want to take advantage of the chance to learn how other family offices are addressing the swiftly churning talent, technology, and teaming tides.Our three-day program will bring together CEOs, CFOs, COOs, senior managers, HR managers, technolo...
October 27: Reserved for Families, Single Family Offices, and the FOX Thought Leaders Council October 28-29: Open to all FOX membersIf 2020 has taught us anything, it’s that procrastination is a luxury we can no longer afford. Unlike the 2008 financial crisis, the risks 2020 has laid bare are proving more significant. In response, we are takin...
Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum™ has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business d...
Online registration for this event is now closed. Please contact events@familyoffice.com if you have any questions or would like to inquire about registering for the Workshop.The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and long-term...