A well-established financial planning and advisory firm based in North Carolina, is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysi...
Senior Compliance Associate/Manager New York, New York, United States (On-site) Our client, a top-tier UHNW-focused RIA and multi-family office based in New York City, is seeking a Senior Compliance Associate/Manager to join its growing...
Ultra High Net Worth Tax Professionals -All levels Tax Advisors – Ultra High Net Worth Clients – Multi Family Office Phoenix, Arizona, United States (On-site) The Tax Advisors are responsible for providing compliance services and soph...
Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level group Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, provi...
Opportunity for RIAs: Join a HNW Regional Bank An established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are par...
Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support a...
Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere, and the opportunity to work closely with partners on complex e...
Boutique firm servicing HNW clients in the entertainment industry seeks Tax Director to manage the tax department. Position is based in Los Angeles. Manage and develop the tax department servicing HNW clients Partner with firm managemen...
We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range) Manage client engagements with the goal of developing complex wealth...
ESTATE PLANNING ATTORNEY Multi-Family Office Memphis, TN -Relocation Assistance Available - Multi-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehe...