Multi-Family Office Backed by an Iconic American Family

 

Overview

An exceptional opportunity for established Wealth Advisors to join a newly launched wealth

management platform backed by one of America’s most prominent multi-generational families. With substantial family wealth, a sophisticated investment office, and an established suite of family office

services, the platform offers advisors the opportunity to bring their clients into a highly differentiated

wealth management environment and invest alongside the founding family.

The firm is initially seeking a select group of five advisors who will have the

opportunity to help shape the future of the platform, receive special consideration as

early partners, and participate in the long-term equity value of the business.

 

Highlights

• Iconic Family Backing: Built and backed by one of America’s most prominent multi-generational families, with substantial financial resources, a long-term vision, and no private equity ownership.
• Founding Advisor Opportunity: Join a select group of approximately five initial advisors who will play an important role in shaping the firm’s growth, culture, and future direction. Early partners will receive special consideration in the firm’s partnership structure and economics.
• Equity Partnership: Opportunity to become an equity partner in a growing wealth management business, participating in the long-term enterprise value they help create.
• Invest Alongside the Family: Opportunity for advisors and their clients to invest alongside the founding family, leveraging an established institutional investment platform spanning public and private markets and alternative investments.
• Established Family Office Infrastructure: Access to a comprehensive suite of sophisticated family office services, including tax planning, trusts and estates, insurance, private placement life insurance (PPLI), philanthropy, cash management, and concierge services.
• Institutional Investment Expertise: Leverage a highly experienced investment team, sophisticated investment capabilities, proprietary technology, and dedicated client service professionals.
• Attractive Economics: Transition assistance, competitive multiples, revenue-based compensation and long-term equity participation, with particularly compelling opportunities for advisors joining during the platform’s initial growth phase.