Role OverviewThe client is an elite, independent family office providing holistic, outsourced consulting and wealth-planning solutions to a select group of ultra-high-net-worth families. The role is a highly travel-oriented position, with travel expected to represent approximately 60-65% depending on client needs and the advisor’s schedule.
What You Will Do
Partner closely with the senior advisor to support a highly sophisticated and multigenerational client base, help lead and execute complex family-office and business consulting initiatives, research, analyze and coordinate tax, estate, business and financial matters, and develop trusted relationships with family members and professional advisors.
Why It Might Be a Fit
The ideal candidate is an experienced professional with strong expertise in one or more areas relevant to complex family-office consulting, such as tax, estate planning, transactional law, business transactions / M&A, tax consulting, business brokerage, family-office or financial consulting.
Requirements
- Bachelor’s Degree
- Experience in tax, estate planning, transactional law, business transactions / M&A, tax consulting, business brokerage, family-office or financial consulting
- Willingness to pursue advanced industry credentials (such as the CPWA) sponsored by the firm
Benefits
- Willingness to pursue advanced industry credentials (such as the CPWA) sponsored by the firm
]]>