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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. The successful candidate will join a well-established firm and be well-versed in high net worth individual, trust, estate, gift and foundation tax.
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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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Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth families and business owners. Obsidian Planning Solutions is a boutique Registered Investment Advisor (RIA) firm in Rockville, MD, specializing in a holistic Lifestyle Protector Program™ for individuals, business owners, and their families.
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Experience working with high net worth clients in a public accounting firm or family office setting is essential. Developing and implementing tax strategies to minimize tax liability for ultra high net worth clients, including estate planning, charitable giving, and business succession planning.
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Strong network of relationships with institutional investors, private equity firms, and high-net-worth individuals. This is a brand-new role for the firm, reporting to our CO-Chief Investment Officer and will offer an exciting opportunity to become a pivotal partner in shaping our equity capital markets strategy.
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The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities.
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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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A minimum of three years' experience in one or more of the following professional areas: Transaction coordinator or closer with a 1031 exchange qualified intermediary Commercial real estate and/or loan closings with a title company, escrow company, bank, mortgage, or real estate company Trust company, private bank, family office or investment bank experience Financial services firm working with high-net-worth clients.
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We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
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5 years or more of experience serving as the lead wealth management advisor to high-net-worth families. Lead a team of Wealth Management professionals serving high-net-worth clients.
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Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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7+ years of experience in financial planning, particularly, for high-net-worth clients. Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning.
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You will work closely with high-net-worth clients, families, and individuals crafting comprehensive estate plans tailored to their unique needs and objectives. As an Estate Planning Attorney with our client's premier law firm you will be at the forefront of providing expert counsel on estate planning matters.
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