Full Service Multi-Family Office

Overview

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.  

Highlights

• 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.