Senior Wealth Advisor

Southern California , CA

Full Service Multi-Family Office


Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership.


  • High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
  • Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.
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