The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an integral part of the new investment so...
ADMINISTRATORTHE LUMPKIN FAMILY ENTERPRISEThe Lumpkin Family Enterprise Administrator provides support for the Family Council, the SKL Board, the Family Assembly, and the annual Family Reunion and Meeting. The Administrator reports to the Family Council Chair in all matters with the exception of work for the SKL Board in which case the Administrato...
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 thrives in a team environment, and will be motivated by the mission and values of the family. While having a technical understanding of the subject matter for the position...
JOB DESCRIPTION – FINANCIAL PLANNER FINANCIAL INVESTMENTS CORPORATION (FIC) Well established Chicago family office seeks accounting and finance professional to become an additional financial planner on our client service team. This individual will work on all aspects of financial management, associated implications of private equity...
Organization OverviewFounded in 2012 by Liesel and Ian Simmons, Blue Haven Initiative (BHI) is a single-family office managing diversified a global investment portfolio. As one of the first family offices created with impact investing as its core mission, BHI seeks market rate return on its investments as well as maximum social and environmental im...
The Director of Family Office and Advisor Services is responsible for the design and implementation of the company’s core membership services, using growth and retention strategies that align with FOX’s strategic objectives. This role includes developing and leading the member servicing strategy and satisfaction levels with the goal of ...
CLIENTOur client family (“Family”) is headquartered in the Silicon Valley and is in the process of setting up their first family office to provide management, support, and oversight for the wealth management affairs and personal assets of the Family.The Family spans three generations – (G1) husband and wife, hereinafter “Pri...
The William and Flora Hewlett Foundation is a nonpartisan, private charitable foundation that advances ideas and supports institutions to promote a better world. For more than 50 years, the foundation has supported efforts to advance education for all, preserve the environment, improve lives and livelihoods in developing countries, promote the heal...
Sheri and Howard Schultz have been committed to serving the most vulnerable among us throughout their personal and professional lives. Their vision and passion for nearly 25 years has lived through the Schultz Family Foundation, which aims to lift the human spirit and bring possibility to everyone – regardless of race, religion, sexual orient...
Founded 18 years ago, Yellow Chair Foundation (YCF) is a Palo Alto-based family foundation that funds local, national and global organizations working in the areas of educational equity, civil rights, climate change solutions, investigative public journalism, maternal health, and women’s rights. YCF seeks a Senior Program Officer, C...
Founded 18 years ago, Yellow Chair Foundation (YCF) is a Palo Alto-based family foundation that funds local, national and global organizations working in the areas of educational equity, civil rights, climate change solutions, investigative public journalism, maternal health, and women’s rights. YCF seeks a Senior Program Officer, Democracy a...
We are looking for a Family Office Accounting Manager in Minneapolis, MN.Responsible for managing all financial, operational and administrative aspects of a single family office for the owner of a large real estate, private equity and securities portfolio.
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 vision, governance, and philanthropic work, including the family foundation.The Bookkeeper is responsible for day-to-day bookkeeping, performing accounting assignments and...
Overview & Responsibilities: The Family Office Director of Finance Operations is responsible for helping to prepare, analyze and track investment reporting of the family office as directed by the CFO, which this position reports directly to. This position performs a variety of direct investment management/tracking, project management, debt cove...
The Charles and Helen Schwab Foundation, established in 1987, is a private family foundation separate from all activities of The Charles Schwab Corporation and the Charles Schwab Corporate Foundation, reflecting the values and aspirations of the Schwab family. At its core, the Foundation believes that every person has the potential and deserves the...