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
- 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
Benefits
- Flexible work arrangements
- Professional development opportunities
- Wellness and personal finance offerings
- Mindfulness programs
- Training and development opportunities
- Firmwide networks