The Opportunity
***Philadelphia- must be in that Market
The Wealth Director will be responsible for procuring new clients for the firm. The firm ranks among the nation’s leading ...
Hunt Alternatives (www.huntalternatives.org) is a two-generation family operating foundation based in Cambridge, MA with a $20M annual budget. Its mission is to bring daring goals, ...
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 ...
CLIENT
Our client family is headquartered in the Napa Valley and is a well-established single-family office serving four households. The family spans three generations - (G1) matr...
The Director of Shareholder Affairs/Family Office CEO (DSA) is a key collaborator with the family and the business. To be successful in this role, he/she must create and nurtu...
PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Estate Planning, Estate Administration, Trust and Charitable teams to advise clients regarding estate...