PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Estate Planning, Estate Administration, Trust and Charitable teams to advise clients regarding estat...
Play an integral role in the family's activities with a high level of responsibility as the point person for evaluating, planning and strategizing Private equity and direct in...
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 ...
Busy executive couple in Bloomfield Hills, MI seeks a professional advisor to become fully integrated into their financial and business lives. This person will understand and ...
A Chicago-based family has created a new position for an accomplished professional to have complete oversight of their personal financial outflow and the administration of their res...
A Chicago-based family has created a new position for an accomplished professional to have complete oversight of their personal financial outflow and the administration of their res...
REQUIREMENTS AND RESPONSIBILITIESProvide support, guidance and advice to family members regarding estate and charitable planning, trusts and miscellaneous legal mattersReview legal ...
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