Company Description
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we p...
CLIENT
Our client is a privately held family enterprise headquartered in Denver, with a multi-generational legacy in banking, real estate, and strategic investments. The organizati...
CLIENT
Our client is a privately held family enterprise headquartered in Denver, with a multi-generational legacy in banking, real estate, and strategic investments.
The organizat...
Job Overview
A single-family office in Atlanta, GA, is seeking a detail-oriented and adaptable Philanthropy Officer to support multiple family foundations. With approximately $2.4 b...
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 reconci...
Managing Tax Director – Family Office
A highly respected organisation specialising in providing tailored financial and advisory services to clients with significant wealth and comp...
The Vice President of Operations is an integral part of a dedicated and highly skilled executive leadership team, responsible for providing outstanding customized service to our Cli...
The Client:
The client is the Schnuck Family Office (SFO), based in Clayton, MO. The Schnuck Family founded Schnuck Markets, Inc. (SMI) in 1939, and SMI is currently in its third g...
CLIENT
Our client family (the “Principal” and his young adult children) is headquartered in the greater Los Angeles area.
The family’s wealth is the result of highly success...