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10494 results found
FOX Webcast: FOX 2021 Global Investment Survey Highlights - April 30, 2021
Publish Date:
Dec 31 2020

Please join us on Friday, April 30, from 10:00am to 11:00am CT, for for a live webcast on FOX 2021 Global Investment Survey Highlights with FOX members and subject matter experts. One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for B...

FOX Public Webcast: 2021 Cybersecurity Update - May 5, 2021
Publish Date:
Dec 31 2020

Please join us on Wednesday, May 5, from 10:00 am to 11:00 am CT, for a live webcast with FOX members and subject matter experts.This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.Please note this web...

FOX Webcast: 2021 Estate Planning Update - May 19, 2021
Publish Date:
Dec 31 2020

Please join us on Wednesday, May 19, from 10:00 am to 11:00 am CT, for a live webcast titled '2021 Estate Planning Update' with FOX members and subject matter experts. FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were ...

FOX Webinar: Multi-Family Office Survey Highlights - June 2, 2021
Publish Date:
Dec 31 2020

Please join us on Wednesday, June 2, from 10:00 am to 11:00 am CT, for a live interactive webinar with FOX members and subject matter experts. During this virtual event, attendees will be able to share ideas, questions, and solutions for operating in the months ahead.As always, we look forward to continued dialogue with you over the comi...

FOX Public Webcast: State of the Wealth Advisory Business - June 30, 2021
Publish Date:
Dec 31 2020

Please join us on Wednesday, June 30, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020,...

FOX Webcast: Preparing the Rising Generation for Leadership and Succession - July 28, 2021
Publish Date:
Dec 31 2020

Please join us on Wednesday, July 28, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership...

FOX Webcast: The Key to Generational Sustainability: Family Learning - October 6, 2021
Publish Date:
Jan 04 2021

Please join us on Wednesday, October 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.FOX’s Chief Learning Officer, Mindy Kalinowski Earley, will explain how and why family education is an essential component that supports family cohesion and the transfer of wealth and legac...

FOX Webcast: Family Office Crisis Response and Recovery - September 1, 2021
Publish Date:
Jan 04 2021

Please join us on Wednesday, September 1, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead throu...

Executive Assistant
Publish Date:
Mar 06 2014

A family office located in the Twin Cities is currently searching for an Executive Assistant. The family office provides investment advisory, trust administration, accounting, tax, and estate planning services. The family office also provides philanthropic services through a family foundation.The position will report to the CFO an...

Senior Investment Analyst
Publish Date:
Mar 06 2014

The Senior Investment Analyst is responsible for a wide range of investment-related research and analytical processes, reporting those findings to Vogel's Investment Committee, and preparing various reports and asset allocations for client-specific reporting and recommendations. Education and/or ExperienceMinimum of a Bachelor's degre...

Family Office Advisor
Publish Date:
Mar 27 2014

Greenleaf Trust, Michigan’s first trust-only bank open to the public, with over $7 billion in custody assets and over $5 billion in assets under discretionary management, seeks an individual committed to superior client service in a team-based dynamic growth environment. Greenleaf Trust is committed to providing individuals, foundations and c...

Ultra High Net Worth Market Relationship Strategy Director
Publish Date:
Mar 31 2014

As an UHNW Market Relationship Strategy Director, you are a member of PNC's Hawthorn organization. Hawthorn is ranked among the top ten multi-family office organizations by the Family Wealth Alliance. You will address the wide-ranging financial needs of the ultra high net worth client, including private banking; investment management and ...

Property Caretaker
Publish Date:
Apr 10 2014

The Property Caretaker is responsible for providing preventive care and daily grounds and maintenance services at a private residence located in Ada, Michigan. This includes oversight of construction projects and outside vendors as assigned.

Director of Operations
Publish Date:
Apr 17 2014

JOB DESCRIPTION TITLE: Director of OperationsREPORTS TO: CFOPOSITION SUMMARYProvides the leadership, management and vision to ensure the Firm’s operations team has proper operational controls, administrative and reporting procedures, people and systems to ensure proper financial reporting necessary to effectively grow the org...

Executive Assistant
Publish Date:
Apr 18 2014

A multi-faceted, dynamic family office located in Park Slope, Brooklyn, NY (with offices in Akron, Ohio), is seeking an Executive Assistant to support the key stakeholder of the office. The EA will join the Brooklyn team as an essential member who interacts closely with family and staff and, most importantly, as direct support to the office’s...