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We are seeking an entrepreneurial professional who is comfortable working as part of a team implementing investment and planning strategies for high net-worth families. Century Wealth Managementis a dynamic, growing, multi-family office serving the complex needs of high net-worth families. Century Wealth Managementhas grown rapidly – re...

The Associate Director of Tax Strategy’s responsibilities would reach across several departments within the firm. One of the core functions of the role would be to develop and enhance our existing research on tax efficiency and integrate the research into the various groups within Cambridge Associates. The Associate Director would...

PRIMARY OBJECTIVES OF POSITION: To work collaboratively with the members of the Tax, Trust and Estate Planning group to advise clients regarding estate planning strategies; implement estate planning decisions, coordinate services provided by outside legal counsel, review contracts, provide legal support for the Trust Department, and provide l...

Established in 1959, The Prospect Hill Foundation (PHF) is a family foundation with funding priorities in the areas of Environmental Conservation; Nuclear Disarmament; Reproductive Health & Justice; and Juvenile Justice. PHF also makes grants in areas of interest to family members. The Grants Administrator is responsible for day-to-day administ...

Investment Consultants focus on specific tasks related to the management of nonprofit and private client assets. These Consultants assist our clients with investment objectives, asset allocation structures, investment manager structures and guidelines, investment manager selection and evaluation, and performance monitoring. The results of our Consu...

As an Associate Wealth Strategist at Hawthorn, you will prepare income tax returns and personal financial planning analyses for our current and prospective clients. The tax calendar is such that your duties will be seasonally heavy. Much of your work product will involve the use of MS Office applications as well as specialized tax, estate an...

Position Summary:This part-time position (20-25 hours/week) provides personal and administrative support services related to daily administration, planning, and correspondence for the Personal Assistant and supports the household as needed. Duties and Responsibilities:Administrative Assist in maintaining log of all gifts given and re...

Position Summary:Position provides clerical and administrative support related to daily administration, communication, and correspondence. Part-time (15-20 hours/week) position will be housed at Amway World Headquarters in Ada and will support the Administrator.Duties and Responsibilities:Place phone calls to confirm current contact info...

Abbot Downing provides a distinct client experience for UHNW individuals and families with substantial assets typically defined as those with complex estate structures, advanced planning requirements and investable assets of $50 million or more. The Abbot Downing team delivers the attentiveness of a boutique firm while also providing clients ...

As an UHNW Relationship Manager, 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 consult...

As an Ultra-High Net Worth Senior Wealth Strategist, you are a member of PNC's Hawthorn organization, an UHNW multi-family office ranked among the top ten family offices in the United States. As part of one of the most respected planning groups in the wealth management industry, you will work with an exceptionally bright and credentialed ...

As an Ultra High Net Worth Senior Relationship Manager, 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 high-ranging financial needs of the ultra high net worth client, including private banking, investmen...

NYC – based family office is setting up a satellite office in San Francisco to serve our California – based family members. We are looking for a well – educated leader who has significant accounting skills and exposure/experience in human capital, a future and current family foundation, building/managing a small team (5-6 office e...

Hurd Enterprises, Ltd. is a family-owned firm with a long history based in San Antonio, TX. Our operating interests are in oil and gas, ranching, real estate development, and investments. We are currently seeking a tax manager to join our professional staff, who can demonstrate a high degree of responsibility and trustworthiness. T...

Hurd Enterprises, Ltd. is a family-owned firm with a long history based in San Antonio, TX. Our operating interests are in oil and gas, ranching, real estate development, and investments. We are currently seeking a tax manager to join our professional staff, who can demonstrate a high degree of responsibility and trustworthiness. T...