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We are looking for an experienced Tax Accountant to support our multi-family office, on a contract basis, by managing tax compliance and planning for family principals, trusts, and closely held entities. The role involves developing tax-efficient strategies, ensuring compliance with tax laws, and collaborating with internal teams and external advisors to deliver integrated financial solutions. This contract position will focus on delivering high-quality tax services during peak seasons and special projects. The ideal candidate will bring a detail-oriented approach and an understanding of the unique needs of our families.

We are looking for an experienced Estate Planning Advisor, on a contract basis, to deliver planning and advisory services to support our multi-family office. This role involves creating tailored estate plans, recommending appropriate entity structures (including trusts, LLCs, and partnerships), and collaborating closely with internal stakeholders and external attorneys and advisors to ensure seamless implementation. Expertise in multigenerational wealth planning, family office services, and the specialized needs of families is crucial.

We are looking for a Director of Client Success who will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

We’re starting a company and are looking for a hotshot to join us as the Founder & CEO. We believe in product-founder fit and are looking for strong entrepreneurs. As a result, we are looking for a professional with operational chops to lead a brand new company.