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.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field
- MBA, CA, or CFA credentials preferred
- Advanced proficiency in Microsoft Office (specifically Excel, Word, and PowerPoint) and Adobe
- Exceptional verbal and written communication skills
- Ability to solve complex problems and think critically under pressure
- Strong multitasking skills with a relentless focus on accuracy, organization and attention to detail
- An innovative mindset with the ability to manage time independently and follow through on time-sensitive tasks
- Proven track record with cross-training, task-sharing and mutually supportive teamwork