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Client is a family office and investment firm located in Boston, MA, with satellite offices in Santa Barbara and St. Helena, California. The company manages U.S. and global assets on behalf of a single family, and oversees the family’s financial, estate and income tax planning and compliance. The work environment is a collegial, c...

The client, a multi-generational family located in Asia, the US and Europe, with strong ties to the greater Houston area, seeks a Director to assist in building and delivering core services for its single-family office. Core services for the family office initially include (1) a centralized information system, (2) G3 financial education ...

Financial Investments Corporation (FIC) is a well-established, multi-generational family office in Chicago. FIC is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal tr...

Position: Executive Assistant/Office AdministratorEntity: River Bend Administration, LLCReports to: Chief Operating OfficerLocation: Naples, FL About the PositionRiver Bend Administration is seeking a skilled, highly motivated and adaptable individual to join the organization as an Executive Assistant/Office Administrator. This position report...

CLIENTOur client family (“Family”) is headquartered in Seattle and is in the early stages 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 two generations – (G1) husband and wife, hereinafter “Principals&...

Overview & Responsibilities: ASNY Asset Management manages the public investments for the ASNY Family Office. The Asset Management Analyst is responsible for all investment reporting/tracking, assisting the investment team with analysis of the portfolio, as well as various back office operations. Qualified candidates must be proficient in Micro...

About the PositionRiver Bend Administration is seeking a skilled, highly motivated and adaptable individual to join the organization as a Trust Administrator. This position reports directly to our Chief Operating Officer and assists the team with managing the day-to-day documentation of a number of individual trusts.What you will doThe Trust A...

Director of Strategic Partnerships, Business Development (San Francisco, CA; Chicago, IL; Washington, DC; or New York, NY)A seasoned professional who will represent Arabella nationally to develop and pursue strategic partnerships in new and existing marketsThe Director of Strategic Partnerships will focus on engaging the philanthropic community by ...

Director (Families and Individual Clients Focus), Advisory Services (San Francisco, CA; New York, NY; Washington, DC; or Chicago, IL)A mission-driven professional who will provide strategic consulting services to a diverse portfolio of clients to help them achieve their social impact and philanthropic goals Directors play an essential role on the A...

Job Type: Senior AccountantLocation: Greenwich, CTOrganization: Greenwich CT area Single Family OfficeOverview:The Accountant will have two main focus areas: 1) accounting for the Family Office’s international investment portfolio 2) US tax compliance for the portfolio. Reporting to the CFO – Africa and Tax Director. T...

Walton Enterprises is seeking a skilled, highly motivated, and experienced individual to join the team as Associate General Counsel for Walton Enterprises (WEI).Our Commitment to Diversity, Equity, Inclusion and Belonging We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all a...

Our client is a 10 person family office in downtown Chicago. For them, we need to find a unicorn: an experienced corporate paralegal who is client-facing, responsible, funny, and wicked-smart. Work will range from complicated private equity, real estate & corporate transactions to house closings, trusts & estates & employee matter...

Company Overview:We are a single family office with both significant operating businesses as well as an internally managed asset management division that report up through the family office Chief Financial Officer (“CFO”). This family office combines asset management, cash management, risk management, financial planning, lifestyle manag...

Are you a relationship builder with strong financial acumen looking to join a dynamic team?As a Client Advisor, you’ll be the primary leader of the client’s advisory services team, the first connection clients have with FCI. You’re a relationship builder, proactive and strategic, a whiz at integrating financial services, the best ...

Glenora Company is seeking a Certified Public Accountant for a full-time Client Manager position with expertise in individual, trust, and business accounting. The duties include tax preparation and review, tax planning, personal and business financial statement preparation and review, trust administration, cash flow planning, general ledger review ...