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Family Office Advisor, CPA

Preferred Location:
North-East,West
Open to Relocation:
Yes
We are currently representing a Family Office Advisor, CPA at a Big 4 Accounting Firm in NY/Denver. Details below:
  • Serves high and ultra-high-net-worth and family office clients with AUM ranging from $50 million to 1B+ guiding clients through strategic dialogue to clarify goals and design customized roadmaps
  • Executed holistic assessments of ultra-high-net-worth family offices including reviews of multi-generational wealth structures, planning strategies, compliance workflows, and overarching mission alignment
  • Currently a Manager at the same Big 4 Accounting firm for the last 6 years
  • College Athlete, CFP in progress

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