CLIENT
Our client family, the H.J. Russell Family Office (“Family”) is headquartered in Atlanta and is a well-established office serving the business and investment enterprises of a...
Downtown Chicago family office looking for a talented and motivated Senior Accountant to join a busy and expanding team. The list below includes, but does not limit,...
PRIMARY OBJECTIVE OF POSITION: Manages delivery of a full range of trust administration services and trust distribution processes within a family office setting.OUTCOMES:
CEO ROLE AND RESPONSIBILITIES: Highly confidential search for a qualified family office CEO in Naples, FL. The successful candidate sought is a high impact professional, who th...
ADMINISTRATORTHE LUMPKIN FAMILY ENTERPRISEThe Lumpkin Family Enterprise Administrator provides support for the Family Council, the SKL Board, the Family Assembly, and the annual Fam...
The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requ...