ABOUT THIS JOB

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs.

Our holistic approach incorporates financial planning in several areas such as: consolidated reporting and investment review, income tax planning and review, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

As an integral member of an advisor team, you will provide proactive support to address the financial complexities of the firm’s most strategic clients. Responsibilities include managing client data and platforms, preparing intricate financial exhibits, and overseeing tax activities such as quality control an...