Family Office Advisor

Job Description
The Advisor will work closely with the Partner and other members of the Family Office Team to analyze and advise multi-generational families of significant wealth on all aspects of wealth management including investments, tax planning, estate planning, family governance and strategy, wealth education, risk management, philanthropy planning, and more. The Family Office Advisor is expected to provide exceptional client service to Family Office clients, have an analytical approach, be proactive, and team oriented.
Essential Responsibilities 
Coordinate closely with and take direction from Partners to manage overall client relationship
Prepare and present client projects and reports
Coordinate preparation of and review client meeting materials
Analyze and/or direct investment portfolio recommendations
Research, implement, and coordinate strategies across all areas of wealth management including estate planning, income tax, insurance, wealth education, charitable giving, and beyond
 Manage and complete follow-up items from client meetings and conversations and respond to client requests or questions
Build deep and trusting relationships with clients
Attend and lead portions of client meetings
Commit to ongoing learning to remain an authority on Family Office matters