Strategic Family Office Advisor for Ultra‑Wealthy Families
The Goldman Sachs Group
The Goldman Sachs Group is seeking a Family Office Advisor in San Francisco to shape financial futures for a select portfolio of ultra-high net worth families. In this role, you will lead as the primary point of contact, orchestrating comprehensive financial strategies and managing client relationships deeply. A minimum of 7 years in financial planning is required, along with advanced degrees and strong interpersonal skills. You will work within a team dedicated to providing exceptional service, integrating advice from various professionals to optimize client outcomes. #J-18808-Ljbffr The Goldman Sachs Group
$85k - $270k
...JOB The Goldman Sachs Private Family Office provides financial counseling... ...equity principals and ultra-high net worth individuals and... ...experienced and skilled Family Office Advisor to join our team. The ideal... ...to service the firm’s most strategic clients. Our trusted Advisor...Work at officeFull timeTemporary workPart time$85k - $270k
YOUR IMPACT As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships... ...to a wide range of clients, including ultra-high net worth and high net worth...Work at officeFull timeTemporary workPart time- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and... ...founders, private equity principals and ultra‑high net worth individuals and... ...designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with...Work at officeApprenticeshipWork experience placement
$75k - $125k
...Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San... ...futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships... ...have worked with sophisticated ultra-high net worth clients for more...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at office
$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services for ultra-high net worth clients. The role involves managing complex financial strategies and relationships with a select portfolio...Work at office- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at office
- MSH is looking for a Family Office Advisory Associate in San Francisco, CA. The role is key for managing relationships with high net worth clients, and the associate will support Relationship Managers in various capacities. Qualifications include a Bachelor’s degree and...Work at office
- Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial...Work at office
$100k - $250k
...prospect development, and gift management. The Office of Annual Programs is the university’s... ...campus. Programs include the Parent and Family Philanthropy program, Pipeline... ...guidelines. Participates in short- and long-range strategic planning of fund development and donor relations...Work at officeFull timeH1bRemote work$118.7k - $134k
...philanthropic advisory projects in San Francisco. This full-time position requires a strong background in strategic analysis and experience with ultra-high-net-worth families. Responsibilities include managing client relationships, leading project teams, and contributing to...Full time- A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The role emphasizes strong communication and organizational skills, with responsibilities including client interactions, preparing financial...Work at office
- Baker Tilly Advisory Group, LP is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and related businesses. Candidates must have a minimum of 10 years of tax planning and consulting experience, along with a degree...Work at office
- ...requires someone who is highly analytical and strategic, a great communicator, a structured... ...Life / AD&D, disability coverage options. Family. Paid parental leave for eligible full‑... ...FSA options, dependent care FSA. At the office. Commuter benefits. On‑site garage parking...Work at officeFull timeRelocationFlexible hours
- Tax Partner - Global Family Office Enterprise page is loaded Tax Partner - Global Family Office... ...tiered ownership structures, requiring strategic guidance and customized advisory services... ...engagements for complex family office / ultra high net worth families and their...Work at officeFull timeSecond jobLocal area
$236.56k - $414.12k
Director II, Family Office Solutions page is loaded## Director II, Family Office Solutionslocations... ...SOLUTIONS**Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. Serves as a trusted, strategic advisor and coordinator across all aspects of...Work at officeTemporary workFlexible hours- ...Wealth Advisor Join a team that values your ambition... ...Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life,... ...The ideal candidate is a strategic thinker, a strong communicator... ...wealth transfer, family office services and tax...Work at officePermanent employmentTemporary workFlexible hours
- RSM US LLP in San Francisco is seeking a Family Office Advisory Manager to lead client engagements and refine family office strategies. This role requires exceptional strategic thinking and communication skills, along with a background in management consulting. Candidates...Work at office
- Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and...Work at officeFlexible hours
- Corient is a leading global ultra‑high‑net‑worth wealth manager... ...seeking a results‑driven Wealth Advisor to join our growing team.... ...reviews, market updates, and strategic planning sessions to deepen relationships... ..., wealth transfer, family office services and tax optimization...Work at officePermanent employmentTemporary workFlexible hours
- Job Overview A law firm seeks a Senior Family Law Associate to join its San Francisco, CA office. The successful candidate will have extensive experience in family... ...command of legal drafting, negotiation, and strategic advisory skills. Duties Draft sophisticated legal...Work at office
- ...PC is seeking a Senior Associate for our San Francisco office to support our high-net-worth Family Law Practice Group. The ideal candidate should have... ...Responsibilities include drafting legal documents, providing strategic advice, analyzing financial documents, and negotiating...Work at office
$118.7k - $134k
...supporting individual and family clients in their giving... ...core competence in strategic analysis and experience... ...exposure to working with ultra‑high net‑worth families... ...working in a family office, private wealth management... ...in being a trusted advisor to colleagues and clients...Work at officeFull timeLocal areaRemote workFlexible hours- ...listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders,... ...document management Liaise with clients and advisors to ensure smooth execution Improve...Work at officeRemote workFlexible hours
- A nonprofit organization in San Francisco is seeking a Program Manager to enhance relationships with family and foundation donors. The ideal candidate will manage advised grant activities, engage with stakeholders, and ensure high-quality service to donors. Candidates...
$220k - $350k
...Management Chief Investment Office (CIO) and the global and regional... ...plans, parental leave, and family building benefits Educational... ...a defined portfolio Serve as strategic advisor on client’s overall... ...understanding of private clients and ultra-high/high-net-worth individual...Work at officeFull timeTemporary workWork from homeWorldwide- ...The Senior Paralegal – Family Law provides procedural, drafting, and case-management support... .... • Ability to remain composed, strategic, and solution-oriented in high-pressure or... ...For on-site employees: Work in a standard office environment with frequent interaction across...Work at officeLocal areaRemote work
- ...delivering compassionate, effective care for individuals, couples, and families. We make this possible by supporting our providers at... ...in-person sessions are supported (providers arrange their own office space if offering in-person care). Commitment to...Work at officeLive inRemote work
$112.5k
...associate position supporting the San Francisco office’s high-net-worth Family Law Practice Group. The ideal candidate will have... ...agreements, motions, and settlement offers. Strategic Advisory: Act as a primary advisor to clients, delivering expert legal guidance while...Work at office- ...Conducting a mix of acute, chronic, and well visits Treating patients in-office or in testing centers as well as conducting occasional tele-... ...duties, as needed Qualifications: Board Eligible / Certified in Family Medicine or Internal Medicine Practiced at least 2 of the last 5...Work at office
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