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CLIENT Our client family is headquartered in the Midwest and is a well-established office serving the business and investment enterprises of two wealthy families, including two G1 households (primary) and six G2 households (secondary). The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfoli...

Family Office Controller Position SummaryCamillo Holdings is seeking a Family Office Controller to help launch and oversee the financial operations of a three-person family office located in Houston, Texas. The candidate must be a creative and effective problem solver with excellent judgment, great interpersonal skills,...

Agman is seeking a Financial Accountant to join our finance team in our Omaha office. This position will be responsible for a variety of tasks including bookkeeping, account reconciliations, bill pay, documentation tracking, and data management support.The firm offers competitive pay and benefits, including health insurance, 401k, and paid time off...

Family Office Chief Operating Officer An executive couple based in Chicago who is establishing a downtown family office to oversee ongoing financial, wealth, and human resources matters seeks to hire a Chief Operating Officer for this family office. The ideal professional will be a capable operations and oversight professional with established...

Boston-Based Family Office Seeks Part-time Foundation DirectorCabot Family Charitable Trust receives proposals concentrated in the city of Boston from 501c3 organizations that cover many areas of philanthropy. It is administered by family trustees and requires an Executive Director with a collaborative style and excellent written and verbal communi...

PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Estate Planning, Estate Administration, Trust and Charitable teams to advise clients regarding estate planning strategies; implement estate planning decisions, coordinate services provided by outside legal counsel, review contracts, provide legal support for FCI and the...

Position: Client Services Officer Reports to: President Position purpose: Responsible for hands on work and coordination with internal personnel and external professionals for execution of investment decisions, financial services, accounting, income, gift and estate tax planning and compliance, risk management and insurance coverage, and ...

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...

Chinquapin Trust Company is seeking an Accounting Director to lead a team responsible for all financial accounting and reporting for the clients of a private trust company. Clients include individual family members, partnerships, corporations, trusts, and private foundations. This is a significant leadership role in the organization and we are look...

Chinquapin Trust Company is seeking an Accounting Director to lead a team responsible for all financial accounting and reporting for the clients of a private trust company. Clients include individual family members, partnerships, corporations, trusts, and private foundations. This is a significant leadership role in the organization and we are look...

An established East Coast family seeks to hire a Director of Properties to oversee a large domestic and international portfolio of properties. This role will be responsible for financial management, budget reporting, staffing, quality control, and service all properties owned by the principals, included residences and recreational properties. The D...

Business Management AnalystEqual Opportunity Employer/Disability/VeteransJob SummaryA St. Louis based, single family office seeks a Business Management Analyst to provide bookkeeping, bill payment, financial reporting, and special projects. We seek an individual who is organized, detail-oriented, able to multi-task, and has an analytical mind...

Overview of PositionChief Operating Officer/Chief Financial Officer Family Controlled Investment Office Target Start Date Second Quarter 2019 - Chicagoland Area ___________________________________________________________________________The Company:The company is headquartered in the Chicagoland area and is a well-established, private, family-...

Provides accounting support to the Family Office. Completes special projects as needed. Maintains a high degree of professionalism and confidentiality at all times.ResponsibilitiesPrepare journal entries and post cash transactions to general ledgers for all electronic funds transfers.Prepare and coordinate investment capital calls to me...

Job Summary The Senior Accountant position is part of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller and will be involved with all aspects of corporate accounting. The position is located in Midtown Manhattan. Experience and Education CPA Bachelor’s degree in Accoun...