A growing multi-family office and wealth management firm is looking for a leader to manage and grow their already successful Family Office Services business.
This role will provide the following responsibilities to six high net worth families.
- Bill Payment
- Quarterly Financial Statements
- Budget vs. Actual Reporting
- Maintenance of Intrafamily loans
- Capital Call Fulfillment
- Completion of Subscription Documents
- Payroll & light HR for household staff
- Other services related to bookkeeping, accounting, and estate planning
- Note that we do not file taxes, offer tax preparation services, or provide tax advice but strength of knowledge to interact directly with client’s outside providers on tax matters
- Problem solving and hunting down answers for complex issues and situations
As Head of Family Office Services you will manage a team of three professionals who currently handle a number of substantial ($100mm+) and complex(estate planning vehicles) families.
- Working inside a business management firm or in a similar role at an accounting firm for an extended period specifically with wealthy families whose balance sheets include financial assets liquid and illiquid across all asset classes
- Working directly with UHNW clients
- Managing a team and with a proven track record of mentoring
Head of Family Office
As Head of Family Office Services you will manage a team of three professionals who currently handle a number of substantial ($100mm+) and complex(estate planning vehicles) families. A growing multi-family office and wealth management firm is looking for a leader to manage and grow their already suc...
VP Head of Agile Transformation Office
A company is looking for a VP, Head of Agile Transformation Office. ...
UpValley Family Center- Neighbor 2 Neighbor AmeriCorps Member
Qualifications: Must be at least 18 years of age (17 with parental approval) Clear criminal background check (Truescreen, fingerprint based Fieldprint & CA DOJ/FBI) Submit current, clear TB (tuberculosis) test Must have at least a high school diploma or a GED by start date Must either be a citizen, ...
Managing Director, PR & Head of San Diego Office
As Head of the San Diego office, the MD is responsible for adopting and promoting US and global cultural initiatives. Oversight of the day-to-day running of the San Diego office, including preparing for visiting clients and colleagues. Working for a PR or marketing agency, you have an impressive tra...
Hybrid 2nd Assistant for Head of Operations/Chief of Staff for UHNW Office
Office Management: Monitor and order office supplies, manage office equipment, and oversee the maintenance of a tidy and professional office environment. Hybrid 2nd Assistant for Head of Operations/Chief of Staff for UHNW Office. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outloo...
Senior Director Of Development, Lam Family College Of Business (Administrator Ii) - Development Office
Reporting to one of two Executive Directors of Development, the Senior Director of Development of the College of Business supervises the Associate Director of Development and plans, organizes, and implements the College's major and principal gifts fundraising program. The Senior Director will have t...
Head of Go-to-Market Project Management Office
As the Head of our Go-to-Market (GTM) Project Management Office (PMO), you will play a pivotal role in leading a dynamic team of Technical Program Managers (TPMs) and Business Program Managers (BPMs) in our Enterprise Technology org. Head of Go-to-Market Project Management Office. This role reports ...
Family Law Paralegal
Successful candidates will be hard-working and committed career paralegal who is good with clients, a team player with a positive attitude and professional office demeanor. Danville law firm is seeking a highly motivated full-time paralegal for our family law practice. Must have a bachelor's degree ...
Family Attorney
Familiarity with Microsoft Office suite. Much of your time will be spent navigating sensitive legal issues such as child custody, divorce, child abuse, and domestic violence. If you are a self-starter with experience in family law, we want to hear from you. Negotiate on behalf of clients. ...
Managing Director, PR & Head of San Diego Office
As Head of the San Diego office, the MD is responsible for adopting and promoting US and global cultural initiatives. Oversight of the day-to-day running of the San Diego office, including preparing for visiting clients and colleagues. Working for a PR or marketing agency, you have an impressive tra...