Company Introduction: We are seeking a Chief Financial Officer (CFO) to join our family office within the Greater Cleveland/Akron, Ohio, area. Our family office is a five-year-old management services and family office organization that supports wide-ranging business, non-profit, philanthropic and family activities. Our family takes the long view...
About the Job: The individual in this role will be highly collaborative and serve as a key member of the senior management team responsible for providing services to our clients. This highly visible role will be responsible for the vision, strategy, and leadership of all Talent Services areas.Responsibilities:• Provide leadership and str...
CLIENTOur client family is headquartered in El Segundo and is an active, business-owning, single family office and real estate investment firm.The core business is asset management, acquisition and development, as well as investment management, and the assets are commercial real estate (acquired and developed) and a diversified securities portfolio...
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 and work with a team. The position is located in Midtown Manhattan, New York. Experience and Education CPA Bachelor’s degree in...
TFO Phoenix, Inc. a multi-family office and Registered Investment Adviser serving wealthy families and institutions, is looking to expand its team of professionals. Since our founding in 2011, our firm of 28 professionals has seen significant growth in the the number of families we serve. We are seeking a talented Strategic Initiatives Manager to h...
The Opportunity: The Chief Executive Officer candidate selected shall have the opportunity to assume a leadership role in an almost 40 year old organization providing wealth management services in connection with a series of trusts, foundations and other entities for a sophisticated financial family. The successful CEO will help shape and imp...
CLIENT Our client family is headquartered in the Napa Valley and is a well-established single-family office serving four households. The family spans three generations - (G1) matriarch/wealth owner, hereinafter “Principal”; (G2) her three adult children, two of whom are married; and (G3) five grandchildren. The family’s wealth originated fro...
The Director of Development and Marketing will oversee the Foundation's development and marketing functions. This is a unique opportunity for a highly energetic, entrepreneurial, and innovative individual to be the key driver of fundraising and awareness for a growthing Foundation dedicated to curing one of the most prevalent neurological...
Tax Manager – Multi-Family OfficeVogel Consulting is an independent multi-family office offering an integrated approach to wealth management. The firm operates as a private family office, using a totally customized approach to responsibly protect, build and manage family wealth for present and future generations. The focus is on integrating s...
Position SummaryThis position is responsible for assisting in the daily duties of a private residence in Washington, DC, including housekeeping, interior maintenance, meal preparation and service, and special events/dinner parties. Full-time (40 hours/week), hourly/non-exempt position which reports to the Female Head of Household and the Esta...