The Glenora Company has an outstanding opportunity for a full-time accountant/bookkeeper to join our team in Milwaukee, WI. The role is unique, varied and highly service-oriented to meet our clients’ needs. The anticipated start date is October 3rd. Responsibilities: • Pay client bills & allocate to various accounts • Pay tax estimates ...
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A multi-generational, single family private trust company, located in Detroit is looking for a President. The Company serves a diverse group of family clients across three generations and oversees a family office that was built on the success of the families multiple operating businesses in the food, sports and entertainment industries. The Company...
BackgroundWetherby Asset Management provides customized investment advice, as well as thoughtful, personalized wealth planning strategies. The firm was founded in 1990 with an overriding philosophy – to provide the highest level of investment advice with no conflicts of interest, always placing the client’s interests first. Wetherby has...
CLIENT Our client family is headquartered in the Atlanta area and is a single-family office serving fourteen households and spanning generations G2 thru G5. The geography of the family covers the US and several foreign jurisdictions. The family’s wealth is the result of a highly successful media and automotive business which continues as a 100...
Job Summary & ResponsibilitiesYOUR IMPACTAre you a clear thinking self-starter with a passion for the financial markets, the desire to work closely with senior investment professionals, and the ability to take ownership of your decisions? Our investment team designs and executes advanced investment strategies for our family office clients....
Looking for co-pilot for G-150 to be based out Jacksonville, Florida. Necessary training and type rating necessary for consideration.
The Jeffrey CompanyRelationship ManagerJob DescriptionThe Jeffrey Company is a well-established single family investment office with headquarters in Columbus, Ohio. The Relationship Manager will be responsible for reporting on company investment strategy and results to the family owners and will address the wide-ranging financial needs of the...
Biltmore-area multi-family office seeking experienced full-time Fiduciary Accountant/Bookkeeper to assist with high-net worth client family engagements. Professional should possess an in-depth knowledge of multi-state trust laws and be fluent in investment and tax concepts.Ideal candidate must be able to proactively identify issues and problem solv...
CLIENT Our client family is headquartered in the Denver area 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 businesses, the first in real estate development and the second in energy / natural gas. The family currently has ...
CLIENT Our client family is headquartered in the Pacific Northwest with a newly created family office. The family’s wealth is the result of a number of highly successful businesses, including marine transportation, mining, rail transportation, heavy equipment distribution, environmental remediation and aviation technology and service. This is ...
Cambridge Associates was founded in the early 1970s to assist nonprofit institutions with the investment of their endowment assets. Today, we provide investment management, financial planning and proprietary capital markets research to over 990 clients including nonprofit institutions, private clients (families) and pension plans. The f...
Ballentine Partners, LLC, a globally-recognized wealth management and investment advisory firm, was one of the pioneers in the field of objective, conflict-free wealth management advice for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to manage all aspects of their complex financial situations. If you ...
Ballentine Partners, LLC, a globally-recognized wealth management and investment advisory firm, was one of the pioneers in the field of objective, conflict-free wealth management advice for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to manage all aspects of their complex financial situations. If you ...
Our well-established, single family office is head quartered in Chicago and has been in existence for 20 years. The family's wealth is attributable to an operating business that was sold in 2008. The family is comprised of two generations, the father, "Principal", and his four children, that span in age from 5 to 21. The COO/Legal Couns...
Our well-established, single family office is headquartered in Chicago and has been in existence for 20 years. The family's wealth is attributable to an operating business that was sold in 2008. The family is comprised of two generations, the father, "Principal", and his four children, that span in age from 5 to 21. The CFO will support...