An expanding Multi-Family Office in Charlotte, NC, seeks candidate with UHNW tax experience to counsel clients. (25mm client range). Manage client engagements with the goal of developing complex wealth planning solutions and strategies. Emphasis on high-touch client service and deep technical planning. Extensive opportunity to take on new responsibilities and advance within the organization. First point of contact with clients. Requires 8 years' ...
Multi-Family Office seeks HNW Tax professional to advise clients (25mm client range) regarding comprehensive wealth planning. Opportunity for public accounting professional to. train and transition to a wealth management career. with well-established firm. No tax compliance, no billable hours, no sales. Learn all aspects of wealth planning for UHNW clients. Reports to the Chief Wealth Strategist (JD/CPA). Manage client engagements with the goal o...
Nationally Recognized RIA seeks multiple Paralegals to join their expanding estate planning team and offer estate planning insights to their existing national client base. Positions open in FL and WA~. Work with advisors and clients to offer estate planning solutions and ensure clients' needs are met. Extensive client interface via zoom and phone meetings. Keep clients and advisors up to date on new laws, act as a subject matter expert in changes...
Strategic, growth-driven Trust Company in Louisville, Kentucky is expanding its team and actively seeking an experienced Trust Officer. Great opportunity to manage a book of business with 30-40 high-net-worth families / households, with strong advancement potential. Assume responsibility for a portfolio of 30-40 families / households, ensuring high-quality service and client satisfaction. Actively collaborate as a key member of the service team, ...
Job Description. Job Description. 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 planning solutions and strategies. Emphasis on high-touch client service and deep technical planning. Extensive opportunity to take on new responsibilities and advance within t...
Wealth Management Firm in Louisville, Kentucky is seeking a Senior Portfolio Manager to lead investment division. Provide investment advice to HNW individuals, family members, and associated trusts / entities. Engage, mentor and lead junior staff. Lead internal investment process, asset allocation, security selection, etc. Must have broad based investment background. Build consensus around investment process / philosophy. Strong communicator with...
Wealth Management Firm in Louisville, Kentucky is seeking a Senior Portfolio Manager to lead investment division. Provide investment advice to HNW individuals, family members, and associated trusts / entities. Engage, mentor and lead junior staff. Lead internal investment process, asset allocation, security selection, etc. Must have broad based investment background. Build consensus around investment process / philosophy. Strong communicator with...
Job Description. Job Description. Established and expanding UHNW Trust Company based in Nevada seeks Trust Administration Manager. Lead the Trust Administration team - ensure seamless daily operations and high-level performance. Manage UHNW client portfolios, verify trust distributions, assess tax implications, and meet all regulatory requirements. Oversee quarterly closings, manage multiple projects, and provide clear direction to the team. Fost...
Nationally Recognized RIA seeks multiple Paralegals to join their expanding estate planning team and offer estate planning insights to their existing national client base. Positions open in FL and WA~. Work with advisors and clients to offer estate planning solutions and ensure clients' needs are met. Extensive client interface via zoom and phone meetings. Keep clients and advisors up to date on new laws, act as a subject matter expert in changes...
Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance / billable hours / sales. Opportunity for tax professional to train and transition to a wealth management career with well-established firm. Learn all aspects of wealth planning for UHNW clients. Reports to the Chief Wealth Strategist (JD / CPA). Manage client engagements with the goal of d...
Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. Extensive client contact focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (50 MM to 1 B level). Dive deep into complex estate planning issues, ensuring high-quality executio...
Multi-Family Office seeks Tax Accountant to counsel clients (25mm client range) regarding comprehensive wealth planning. No tax compliance / billable hours / sales. Opportunity for tax professional to train and transition to a wealth management career with well-established firm. Learn all aspects of wealth planning for UHNW clients. Reports to the Chief Wealth Strategist (JD / CPA). Manage client engagements with the goal of developing complex we...
