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Our focus at GPI is to work with ultra high net worth families, and endowments and foundations, to achieve their wealth goals. As a trusted advisor for families we work closely with our clients’ taxation, estate planning, and insurance advisors delivering a holistic solution and client experience.
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Family Law Attorney - High-Net-Worth Individuals, Family Offices. We are a well-established law firm based in Portland, Oregon, with a strong reputation for family law and estate planning services.
$125,000 - $175,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high-net-worth clients within the $1m to $10m segment. Discovery Training of field Advisors, this involves identifying clients' priorities and concerns, goals, planning issues, external advisors, net worth and how we can help.
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We are a full-service very sophisticated accounting firm that specializes in representing very high net worth individuals and their various businesses with a high concentration in the real estate industry.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking a CPA with at least 10+ years experience and prior experience working with high-net worth individuals. We specialize in Tax Planning, Tax Services, Trusts & Estates, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.
$100,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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We are a boutique estate planning and wealth strategy law firm focused on exceptional service to ultra-high net worth clients across the country and internationally.
$50,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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10+ Years financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net Worth clients.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments.
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Tax Compliance for individuals (including Trusts and Estates), specializing in high net worth planning. We have a diversified client base ranging from the film industry, professional athletes, medical practices, legal and engineering firms, real estate, and technology companies.
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Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million.
$180,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings. Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
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Proven experience in estate planning and trust administration for high-net-worth individuals. The successful candidate will be responsible for providing comprehensive legal advice and support to our high-net-worth clients on a broad range of trust and estate matters.
$220,000 - $265,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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