CEO ROLE AND RESPONSIBILITIES: Highly confidential search for a qualified family office CEO in Naples, FL. The successful candidate sought is a high impact professional, who th...
ADMINISTRATORTHE LUMPKIN FAMILY ENTERPRISEThe Lumpkin Family Enterprise Administrator provides support for the Family Council, the SKL Board, the Family Assembly, and the annual Fam...
The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requ...
CLIENTOur client family (“Family”) is located in San Diego and spans three generations: (G2) matriarch; (G3) her two adult children; and (G4) the minor children of G3.&n...
DescriptionThe 1911 Office, LLC is the single family office for the G&G Family. The 1911 Office is dedicated to providing services for the family and supporting its strategic vi...
CLIENT
Our client is headquartered in the Silicon Valley and is a well-established, single family office serving the business and investment enterprises of a first-generation wealt...