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Lowenhaupt Global Advisors has been providing wealth management services globally for over 100 years and is based in downtown St. Louis. Lowenhaupt manages wealth for generations of families by integrating all components of wealth management – investment advisory, tax and estate planning, risk management, fiduciary services, family governance...

CLIENT Our client’s family office is headquartered in the Western United States 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 energy-related businesses. The family currently has approximately 45 entities ...

Job Summary The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller. The position is located in Midtown Manhattan. Experience and Education CPA Bachelor’s degree in Accounting preferredAccounting experi...

Executive family in Chicago with a broad portfolio of properties across the U.S. seeks a proven leader with at least ten years of private home experience to take on full management of and oversight for their fully staffed homes. The professional in this newly created position will join the existing leadership team and have broad oversight over cons...

OUTSTANDING CAREER OPPORTUNITY IN THE FAMILY OFFICE INDUSTRYJohnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time position, Monday through Friday, 40 hours per week.The Client Rep’s role is unique, v...

Are you a good listener, organizer and problem solver? Do you enjoy variety and relish strong relationships and community? Are you driven by plans and deadlines? Consider joining Touching the Earth Property Management in beautiful North Kohala!The Project Manager and Owner’s Representative has important responsibilities: represents the owners...

Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. is a reputable public accounting Firm that is growing!We are a local large CPA Firm that offers our clients tax, audit, family office, and business valuation & litigation services. We are located in scenic downtown West Palm Beach, FL. CDL is seeking a Family Office Manager to jo...

Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. is a reputable public accounting Firm that is growing!We are a local large CPA Firm that offers our clients tax, audit, family office, and business valuation & litigation services. We are located in scenic downtown West Palm Beach, FL. CDL is seeking a Family Office Supervisor to...

Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking a Staff Accountant to join our staff in the dynamic and rapidly growing Multi-Family Office department. As ...

Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking an Accounts Payable Specialist to join our staff in the dynamic and rapidly growing Multi-Family Office dep...

Looking for variety and an opportunity to build your career? North Kohala multi-business owners are seeking a full time Sr. Accountant professional with effective and friendly communication skills and a positive attitude. The Senior Accountant has important responsibilities: oversee, evaluate, facilitate, coordinate and orchestrate the financial as...

A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company are all members of a single large philanthropic family. The family office offers services including tax planning and compliance, estate planning and administration,...

The core element of this role involves assisting family members with various aspects of their personal financial affairs through regular meetings. This is done by serving as the individual family members primary contact and then facilitating a broad range of services as required by each. Participates in family meetings regardin...

-10 Years Experience-Expert in Excel-Travel and calendar management, contact management with CRM systems-6 days/week

What You'll DoThe Family Office Relationship Manager (FORM) is responsible for managing a portfolio of our most sophisticated and highest net worth clients. The FORM is responsible for maximizing client engagement through proactive and frequent communication. Using a dynamic and customized approach, the FORM will coordinate a team of internal a...