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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships.
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Our growing law firm is looking for an experienced estate planning attorney with experience working with High Net Worth Clients who have TAXABLE Estates. MUST HAVE PRIOR EXPERIENCE IN High-Net-Worth TRUSTS, ESTATES.
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Our Company is seeking an Ultra High Net Worth Family Travel Manager in Austin, Texas. Travel Manager | Coordinator | Ultra High Net Worth Family Travel Manager Ultra High Net Worth Family Are you looking for an exciting opportunity to take your career in business travel management to the next level.
$85,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Collaborate with senior leadership on high-level decisions.
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The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. Minimum 7 years client facing advisory experience in wealth, trust and estate planning for high net worth and ultra high net worth individuals and families.
$160,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
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HR-218 (LEOSA) eligibility or possession of a concealed carry (CCW) permit is notable. Up to $1,000 stipend for Special Certifications (EMT, Lifeguard, NRA, Pilot, Maritime) 3+ years working in a full-time certified law enforcement officer position(s.
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Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
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2+ years of Residential Estate Security experience with high-net-worth individuals. Who we are : Black Box Security is an established boutique security company specializing in executive protection for Ultra high-net-worth individuals.
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Knowledge of business entity formation, corporate governance, tax, business succession planning, mergers and acquisitions, estate planning for high-net-worth individuals, probate, and trust administration.
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