Firm OverviewCambridge Associates was founded 40 years ago to assist nonprofit institutions with the investment of their endowment assets. Today, we are a Global organization that provides investment planning, research and management to over 990 clients including nonprofit institutions, private clients (families) sovereign wealth funds and pe...
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FAMILY OFFICE CONTROLLERSCOPE OF JOBThe Family Office Controller ("FOC") position carries multiple responsibilities of both a financial and non-financial nature for the employers, a married couple with no children or pets. They have a home base near Philadelphia and a vacation home out of state.The scope of work ranges from managing their...
Firm Overview: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 1,000 clients including nonprofit institutions, private clients (families) and pension pl...
The owner of a large residential estate on Philadelphia’s Main Line is seeking a highly discreet and seasoned Executive Personal Assistant to provide a busy female executive uncompromised support on personal and administrative matters. Based in a private office in the residence, the Executive Personal Assistant schedules the executive’s...
Arnerich Massena is searching for a Senior Managing Director of Operations. The Senior Managing Director is responsible for oversight of several departments, implementation of strategic goals and objectives, cross departmental oversight of processes, initiatives, and technology solutions. Founded in 1991, Arnerich Massena is a West Coast-based...
CLIENT Our client family is headquartered in the greater Los Angeles area and is a well-established, business owning, single family office that has been running effectively for more than ten years. The family’s wealth is the result of a highly successful business that includes the food service, retail and real estate arenas, and has both domestic...
Chief Trust Officer - Perkins Coie Trust CompanyJob #S20150905 – Seattle, WashingtonThe Chief Trust Officer will actively direct the Trust Administration team of Perkins Coie Trust Company, ensuring effective administration of trusts, estates, investment agency and custodial accounts for new and existing firm clients, while adhering to Compan...
ACCOUNTANT/BOOKKEEPEROUTSTANDING CAREER OPPORTUNITYIN THE FAMILY OFFICE INDUSTRY Johnson Keland Management, Inc. has an outstanding opportunity for a full-time accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.)A Client Rep’s role is unique, varied and highly service-oriented to me...
The Position The Financial Advisor is a critical member of the Bernstein Private Wealth Management Team and is the firm’s face to the market. He/she not only identifies and cultivates new clients, but maintains a close, ongoing relationship with his or her existing base of clients. A successful Financial Advisor becomes the client’s trusted adviso...
The Position The Financial Advisor is a critical member of the Bernstein Private Wealth Management Team and is the firm’s face to the market. He/she not only identifies and cultivates new clients, but maintains a close, ongoing relationship with his or her existing base of clients. A successful Financial Advisor becomes the client’s trusted adviso...
Description:This position supports the Finance & Accounting function within the Family Office of Cox Enterprises in a variety of accounting, financial reporting, analysis and other financially administrative tasks. Position requires individual to have the flexibility to span all accounting duties, including data collection, financial analysis, ...
CLIENTOur client family is headquartered in the Los Angeles area and is a well-established single family office that has been running effectively for more than ten years. The family’s wealth was the result of a highly successful business involved in the health care and health policy arenas. This is first generation wealth created by a d...
CLIENTOur 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, both in enery - the first in exploration and production, and the second (which is still ongoing) in li...
CSC serves on a confidential basis the financial and personal needs of a single multigenerational family.The right individual will thrive in our environment. We are service oriented and highly professional, while informal and friendly. The small office is a dynamic environment that will offer many challenges for the candidate. The...
SUMMARY Sentinel provides a full service approach for a national client base -- focusing on the unique wealth and family office management needs of large, wealthy, complex families. This individual is responsible for integrated investment planning, asset allocation, and the implementation, monitoring, and reporting of the investment plan wi...