ECG Resources, Inc.
Wealth Advisor - Single Family Office (Detroit)
ECG Resources, Inc., Detroit, Michigan, United States, 48228
Wealth Advisor | Detroit (Hybrid)
A private single-family office in Detroit serving a multigenerational family is seeking an Advisor to support the delivery of integrated wealth management services. The firm provides comprehensive investment, planning, and lifestyle support in a highly collaborative, professional environment with a strong commitment to long-term relationships and client service.
The Advisor serves as a primary point of contact for select family members, providing guidance across investments, estate and tax planning, cash management, insurance, trusts, and broader personal financial needs. This role works closely with internal teams and trusted external partners to ensure thoughtful, timely, and high-quality execution across all aspects of the familys financial life.
Key Responsibilities Advise clients on investment strategy, estate and wealth transfer planning, income tax planning, risk management, philanthropy, trust administration, and financial education Prepare and present materials for client review meetings Coordinate with internal staff and external specialists as the strategic quarterback for client needs Oversee and direct all client activity within the family office and maintain clear communication across teams Identify opportunities to improve processes and efficiencies
Qualifications and Experience Bachelors degree; CFP, CIMA, or CPA preferred 58 years of experience working with high-net-worth families or complex entity structures Highly organized, reliable, client-focused, and able to prioritize in a fast-paced environment Strong communication skills and a proactive approach
Hybrid schedule available after 90 days.
The Advisor serves as a primary point of contact for select family members, providing guidance across investments, estate and tax planning, cash management, insurance, trusts, and broader personal financial needs. This role works closely with internal teams and trusted external partners to ensure thoughtful, timely, and high-quality execution across all aspects of the familys financial life.
Key Responsibilities Advise clients on investment strategy, estate and wealth transfer planning, income tax planning, risk management, philanthropy, trust administration, and financial education Prepare and present materials for client review meetings Coordinate with internal staff and external specialists as the strategic quarterback for client needs Oversee and direct all client activity within the family office and maintain clear communication across teams Identify opportunities to improve processes and efficiencies
Qualifications and Experience Bachelors degree; CFP, CIMA, or CPA preferred 58 years of experience working with high-net-worth families or complex entity structures Highly organized, reliable, client-focused, and able to prioritize in a fast-paced environment Strong communication skills and a proactive approach
Hybrid schedule available after 90 days.