- BlackRock (San Francisco, CA)
- …breadth of BlackRock to deliver investment solutions that are aligned with family office priorities. From preserving wealth to maintaining cash flow to ... **About this role** **Head of Family Office -West Coast** The Family...the resources, relationships, and insights of the world's largest investment manager to help family offices achieve… more
- CIBC (Atlanta, GA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Family Office Administrator supports the Family ... client relationships + Participate in client and internal meetings as directed by Family Office Executives + Master knowledge of client account holdings,… more
- KPMG (Melville, NY)
- …quality tax service and play a key role in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited ... **Business Title:** Tax Manager, Family Office Partnerships **Requisition Number:** 112703...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, ... partnership and fiduciary entities for the family office + Researching tax related issues...with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of… more
- Robert Half Finance & Accounting (CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Family Office Accountant Location: East Bay, flexible hybrid schedule Salary: ... ensure compliance with tax regulations. + Identify and manage risks to the family 's wealth, including insurance and asset protection strategies. + Assist in estate… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Email for fastest consideration for this opportunity. Our client, a distinguished multi- family office , provides advanced tax planning and comprehensive services ... period for success. Responsibilities: + Manage tax and compliance deliverables for the Family Office . + Advise leadership on technical tax issues and solutions.… more
- KPMG (New York, NY)
- **Business Title:** Tax Senior Associate, Family Office **Requisition Number:** 118406 - 68 **Function:** Tax Services **Area of Interest:** **State:** NY ... important than investing in our culture because it's an investment in our people, our future, and what we...help you make the best decisions for yourself, your family , and your lifestyle. Available benefits are based on… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …Our experiences, perspectives and backgrounds allow us to better serve our patients and create a strong community at CHLA. Office of Patient & Family Education ... in medicine, education and research work together to deliver family -centered care half a million times each year. From...of the future is brighter than can be imagined. Investments in technology, research and innovation will create care… more
- Robert Half Finance & Accounting (Chicago, IL)
- …promoted quickly. Responsibilities and Duties: * Administer tax compliance for family members, trusts, investment partnerships, private foundations, and ... taxing authorities. * Proactively provide tax planning and strategies to strengthen family members wealth accumulation. The expectation is to constantly be apprised… more
- JPMorgan Chase (New York, NY)
- …strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees. The candidate ... go and leaders who will support you in getting there. **J.P. Morgan Outsourced Chief Investment Office ("OCIO team")** The OCIO team is a specialist group of… more
- Morgan Stanley (Purchase, NY)
- …on live client and prospect cases from the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth planning strategies ... Planning Tools (WSPT) is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management's ultra-high net-worth and institutional… more
- Huntington National Bank (Columbus, OH)
- …business owners of mid-large sized corporations, and institutions (endowments, foundations, family office Preferred Qualifications: + Senior level wealth ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...- Minneapolis, MN - Charlotte, NC Work Arrangements: In office Duties and Responsibilities: + Lead a team of… more
- Harbor Group Management (New York, NY)
- …religion, sex, national origin, disability or protected veteran status. Job Details Job Family Corporate Office & Admin Support Pay Type Hourly Employment ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to...you'll have the chance to work at the HGI office in the 51W52 building. You will actively contribute… more
- University of Pennsylvania (Philadelphia, PA)
- …Family Giving Job Profile Title Major Gifts Officer Job Description Summary The Office of Parent & Family Giving engages undergraduate parents and families to ... works closely with the Executive Director in Parent & Family Giving office and colleagues on the...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- Harbor Group Management (Norfolk, VA)
- …religion, sex, national origin, disability or protected veteran status. Job Details Job Family Corporate Office & Admin Support Pay Type Hourly Employment ... Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to...you'll have the chance to work at the corporate office in Norfolk, VA. You will actively contribute to… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- **Req ID:** 446246 **Summary:** Cortes Capital is the Oklahoma City-based private investment office for the Love family . Our vision is to deliver exceptional ... investment opportunities, in addition to monitoring existing investments . We are unique from many family ... investment related field (private equity, endowment, foundation, family office , investment research and/or… more
- The Chicago Community Trust (Chicago, IL)
- … management or financial services industry; prior experience with an endowment, foundation, or family office is preferred. + Interest in and knowledge of impact ... Community Trust, ranging from ESG investing to catalytic capital. The Director, Impact Investment will report to the AVP/Chief of Investments and will work… more
- Henry Ford Health System (Detroit, MI)
- …500 clinic visits per week. Types of outpatient visits include full scope family medicine and office procedures. The clinic hours are Monday-Thursday ... Henry Ford St. John Family Medicine Residency Program is seeking a full-time...leading the Future of Health: Detroit, a $3 billion investment anchored by a reimagined Henry Ford academic healthcare… more
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement... management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution *… more
- CalSTRS (Sacramento, CA)
- …Investment Branch: Operations, Performance, Compliance, Data Solutions, and Administration. Investment Services' primary function is to provide middle- office ... Job Posting: Investments Support Analyst State Teachers' Retirement System JC-445133...to work as a Staff Services Analyst on the Investment Services team. Investment Services is comprised… more