An established family office supporting a single family with multiple generations, with an office in southern CT, has created a new position to provide high-level financial support ...
A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company a...
The core element of this role involves assisting family members with various aspects of their personal financial affairs through regular meetings. This is done by serving as th...
The Senior Wealth Management Specialist will be mentored by a financial advisor within our firm. The financial advisor has over 30 years of experience serving high net worth and hig...
The Family Wealth Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for private clients and serves as Relationship Manager on...
Ascent Private Capital Management of U.S. Bank exclusively serves ultra-high net worth (UHNW) clients with net worth in excess of $75MM. The Senior Managing Director, Strategic Rela...