The successful candidate will have experience in high net-worth tax and estate planning, wealth preservation, charitable giving, estate and trust administration, and business succession planning.

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.

Our ideal candidate will have at least 4 years of experience in wealth preservation, estate and trust administration, business succession planning, and high net-worth tax and estate planning.

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.

BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals.

The focus of this role will be advising high net worth individuals, family businesses and family offices on fiduciary structures, tax, governance, and succession matters. Strong academic credentials (JD required; LLM in tax is a plus.

Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals.

The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process.

Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients.

Leverage World's incredible platform to bring risk management solutions toindividuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

2-4 years of relevant tax experience (High-Net Worth and Partnerships) High-net worth tax compliance and reporting. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities.