Ultra High Net Worth

Financial Advisor

Multi-Family Office

Overview

Ultra-High-Net Worth Multi-Family Office is investing in the Greater Detroit office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.

Extremely Competitive Payouts – Immediate Equity Opportunity

Highlights

• 10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
• High touch Family office services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory 
• Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
• Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm excels at family governance issues including next-generation engagement through executive and personal coaching and health and wellness initiates
• The firm offers extremely competitive payouts with immediate equity opportunity

Requirements

• Experience sourcing new ultra-high-net-worth clients