Confidential
This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$165,000.00/yr - $185,000.00/yr Responsibilities
Budgeting and Cash Flow Management: Develop and monitor the family’s budget, ensuring expenses are planned and tracked; manage cash flow to ensure liquidity for ongoing obligations. Tracking Investment Costs: Maintain detailed records of investment-related expenses (fees, taxes, and other costs) and provide regular updates on total costs and net returns. Investment Reporting: Compile reports on the family2s investment performance by consolidating data from the Chief Investment Officer (CIO) and investment managers; present clear and accurate financial statements and investment summaries. Tax and Compliance: Oversee tax planning and compliance; coordinate with tax advisors to ensure accurate filings; review contracts and invoices for accuracy and adherence to legal and fiscal requirements. Provider and Vendor Management: Source and manage service providers (e.g., legal advisors, tax consultants, financial planners); monitor provider performance to ensure alignment with expectations. Estate and Succession Planning: Maintain records of succession plans (wills, trusts, legal structures) and ensure documents reflect the family’s current wishes. Administrative Duties: Manage timely payment of invoices and expenses; maintain organized records of financial transactions and communications. Property and Philanthropic Management: Oversee family properties (bill payments, insurance, record-keeping); hire and supervise staff for property maintenance and household services; support philanthropic initiatives and track charitable contributions for tax purposes; administer family foundations and charitable trusts. Legal and Regulatory Compliance: Ensure operations comply with applicable laws and regulations; coordinate with legal advisors to address legal issues. Coordination and Communication: Act as the central point of contact for all service providers; facilitate communication between family members and external advisors, keeping all parties informed and aligned. Seniority level
Executive Employment type
Full-time Job function
General Business, Finance, and Project Management Industries
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
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$165,000.00/yr - $185,000.00/yr Responsibilities
Budgeting and Cash Flow Management: Develop and monitor the family’s budget, ensuring expenses are planned and tracked; manage cash flow to ensure liquidity for ongoing obligations. Tracking Investment Costs: Maintain detailed records of investment-related expenses (fees, taxes, and other costs) and provide regular updates on total costs and net returns. Investment Reporting: Compile reports on the family2s investment performance by consolidating data from the Chief Investment Officer (CIO) and investment managers; present clear and accurate financial statements and investment summaries. Tax and Compliance: Oversee tax planning and compliance; coordinate with tax advisors to ensure accurate filings; review contracts and invoices for accuracy and adherence to legal and fiscal requirements. Provider and Vendor Management: Source and manage service providers (e.g., legal advisors, tax consultants, financial planners); monitor provider performance to ensure alignment with expectations. Estate and Succession Planning: Maintain records of succession plans (wills, trusts, legal structures) and ensure documents reflect the family’s current wishes. Administrative Duties: Manage timely payment of invoices and expenses; maintain organized records of financial transactions and communications. Property and Philanthropic Management: Oversee family properties (bill payments, insurance, record-keeping); hire and supervise staff for property maintenance and household services; support philanthropic initiatives and track charitable contributions for tax purposes; administer family foundations and charitable trusts. Legal and Regulatory Compliance: Ensure operations comply with applicable laws and regulations; coordinate with legal advisors to address legal issues. Coordination and Communication: Act as the central point of contact for all service providers; facilitate communication between family members and external advisors, keeping all parties informed and aligned. Seniority level
Executive Employment type
Full-time Job function
General Business, Finance, and Project Management Industries
Financial Services, Venture Capital and Private Equity Principals, and Investment Management
#J-18808-Ljbffr