Ascent Private Capital Management of U.S. Bank exclusively serves ultra-high net worth (UHNW) clients with net worth in excess of $75MM. The Senior Managing Director, Strategic Relationships operates as the strategic and tactical leader of Ascent’s business development group. This person is responsible for the creation of a national business ...
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• Identify and develop relationships with institutions able to invest between $2mm and $25mm in our private real estate funds. This includes but is not limited to Endowments, Foundations, Small Pensions, Family and Multifamily Office, Large RIAs and High Net Worth investors. • Develop new business and strengthen relationships with e...
Administrative Assistant to Shorenstein's Family Office.Key Responsibilities:Extensive use of various systems for data gathering, downloading, processing, and uploading.Outlook scheduling involving family and senior executivesObtain signatures on documents (track on spreadsheet; follow-up as necessary; be mindful of deadlines) such a...
Family Office Manager A professional, capable, and flexible professional with excellent communication skills and significant experience working with high-net-worth individuals sought for a Family Office Manager position based in the Twin Cities area, Minnesota. This person will report to this single-family-office’s President and oversee,...
Do you have an established record of accomplishment working as a trusted tax advisor to UHNW individuals? Do you have experience working in a Family Office? We are looking for collaborative and highly emotionally intelligent Tax Professionals to customize solutions for the Family Office clients sharing the responsibility for building and maint...
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...
BPM Overview: BPM is a full-service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep...
Philanthropic matriarch with a busy lifestyle in River Oaks, a community centrally located in Houston, TX, is seeking an experienced Executive Personal Assistant to provide support in all aspects of her life. The ideal candidate will be capable, educated, professional, resourceful, and demonstrate good judgement. The right candidate will pivot easi...
About StardustStardust is a forward-thinking family office working towards a future where all women and girls can fulfill their potential. We explore, reflect upon, and evolve our approach to intersectional progress through our dynamic portfolio of Equity, Fund, and Arts:Stardust Equity is a mission-oriented investment fund putting capital to work ...