As an Investor Relations Associate, you will be responsible for the planning and execution of a comprehensive, proactive, fundraising and investor relations program, including refinement and cultivation of an HNW and Family Office investor network, communicating corporate strategy and investment opportunities, and participating in compliance a...
Executive couple with homes in Manhattan and the Hamptons seeks to hire a Director of Residences to take over the complete oversight, management, and operations of their residences. This is a newly created position for a professional with at least five to seven years of previous experience working in a formal Manhattan home. The ideal c...
We are a NYC based family office looking for a great House Manager / modern-day butler. This is a hybrid role of House Manager, Steward/Butler and Personal Assistant. This is a hands-on role and requires travel both domestically and internationally. We can provide additional details upon request.
Tax and Accounting AssociateDUTIES AND RESPONSIBILITIESPrepare tax returns and calculate related estimated income tax payments for the following types of entities:Fiduciary income tax returns (including Electing Small Business Trusts) and related states where applicableIndividual income tax returns and related statesPrivate Foundation returnsPayrol...
The Associate Financial Planner position provides technical support for the Certified Financial Planner and Executive Director through the Family Financial Planning Office (the “Office”). This position is expected to work in coordination with and report to the Certified Financial Planner with a dotted line to the Executive Director of t...
Willow Street Group is recruiting a Controller to play a lead role in the financial management of Willow Street Group and its affiliate, Willow Street Trust Company. Based in Jackson Hole, WY, Willow Street provides fiduciary and trust administration services to U.S. and international families of wealth. The Controller&nbs...
Leads or supports client management activities with ultra high net worth clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most c...
Cozen O'Connor is seeking a Manager for its Trust Operations Department located in Philadelphia, PA. The Trust Operations Manager is expected to maintain a superior subject matter expertise in trust accounting reconciliation best practices, trust systems and trust operations, to manage the Department’s staff, and to have responsibility for the...
Chinquapin is a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trusts and private foundations. As such, all information is highly confidential and requires a high level of attention to detail and...
This Family Office is a Nashville-based family office that manages a diversified investment portfolio, including significant holdings in one of the largest American wine and spirits companies. The Family Office is a collaborative, strategic, and dynamic enterprise. We administer two private foundations as well as several investment companies ...
This position is responsible for the family office tax compliance, tax planning and accounting for real estate, federal, state and local taxes. Essential Job DutiesOversee the income and estate tax planning for all family members and related entities including the development of long-term tax strategies; coordinate with external tax advi...
Family Office Controller Private single family office seeks a candidate with a minimum of 8 years accounting and wealth management experience to join a team responsible for handling accounting/finance for the owners and their operating businesses. Duties/ResponsibilitiesReport directly to Chief Financial Officer.Coordination of all ...
A well-established East Coast family office seeks to hire a Chief Financial Officer (CFO) to join their senior management team. This role is responsible for all financial, accounting, reporting, staffing, quality control, and service-related activities related to the family office. Must possess strong technical and interpersonal skills to foster cr...
UMB, a family-led, publicly-traded bank holding company with over 100 years of history, seeks an entrepreneurial and driven investment professional to fill the role of Chief Investment Officer of UMB Family Wealth. What You'll DoChair the Investment Committee and take responsibility for the overall direction of the Firm's investment o...
A single-family office based in Greenwich, CT seeks to hire a Senior Financial Accountant to manage financial matters and budgets across several departments as a key member of the finance team. This role is based in the Greenwich area, but involves travel 30-40% of the time to various domestic (25%) and international (15%) properties. Necessar...