Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - Deerfield
The Goldman Sachs Group, Inc.
Family Office Advisor
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, serving a select portfolio of 8-12 families a client-to-advisor ratio meticulously designed to ensure dedicated attention and truly exceptional, white-glove service. For over three decades, our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial planning and strategic guidance that directly impacts our clients' legacies.
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.
We seek a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management.
How You Will Fulfill Your Potential
- Strategic Client Leadership: Function as the primary point of contact and lead advisor for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies tailored to their unique needs.
- Integrated Advisory & Coordination: Seamlessly manage and integrate advice from a network of internal and external professionals (including attorneys, accountants, and bankers) to ensure cohesive and optimal client outcomes.
- Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
- Proactive Tax & Estate Planning: Develop and execute advanced tax efficiency strategies, ensuring compliance while maximizing wealth preservation. Collaborate with T&E attorneys to design and implement robust estate plans that facilitate efficient wealth transfer and minimize tax liabilities.
- Holistic Risk Management: Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguard client assets and legacies.
- Dynamic Liquidity & Cash Flow Management: Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
- Impactful Philanthropic Advisory: Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
- Sophisticated Investment Oversight: Monitor, analyze, and report on diverse investment portfolios, including alternative investments, ensuring alignment with client objectives, and collaborating with internal and external managers to optimize performance.
Skills And Experience We Are Looking For
- Education: Bachelor's degree in finance, accounting, or a related field. An advanced degree or degree (e.g., MST, MBA, JD, CPA, CFP) is required. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
- Experience: Minimum of 7 years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single or multi-family office environments.
- Expertise: Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
- Leadership & Influence: Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
- Communication: Exceptional communication, interpersonal, and project management skills, capable of articulating complex strategies with clarity and precision.
- Integrity: Unwavering commitment to confidentiality and the discreet handling of sensitive client information.
About Goldman Sachs
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more:
The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Job Info
- Job Identification 166515
- Job Category Vice President
- Posting Date 06/03/2026, 12:53 PM
- Locations Deerfield, IL, United States
$130k - $185k
...in Chicago, with offices around the world,... ...capabilities spanning Private Capital &... ...00 RIA firms.Our advisors provide investment... ...to individuals, families, corporations, and... ...With over $14B in assets under management, we have earned a... ...needs and goals. Wealth management has been...Work at officePrivateAssetFull time- ...Senior Wealth Advisor Mesirow is an independent, employee... ...in Chicago, with offices around the world, we... ...spanning Private Capital & Currency,... ...services to individuals, families, corporations, and non... ...With over $13.1B in assets under management as of March 31, 2026...PrivateAssetLocal area
$121k - $150k
...Lead for an established wealth management and financial planning... ...$350 million in total assets, and serves approximately 700 families across multiple financial... ...and onboarded by Lead Advisors and then transitioned to... ...available in the office, access to an in-office...Work at officeAsset- ...Private Banker We are actively looking for exceptionally... ...for advising families on building, preserving and managing their wealth. You will use your knowledge... ...results and acquire new assets, both from existing... ...provides individuals, advisors and institutions with strategies...PrivateAssetTemporary workWork experience placementLocal area
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...in Chicago, with offices around the world,... ...capabilities spanning Private Capital &... ...RIA firms. Our advisors provide investment... ...to individuals, families, corporations, and... ...roughly $10B in assets under management, we have earned a... ...needs and goals. Wealth Management has been...Work at officePrivateAsset- ...Wealth Advisor Regal Securities, Inc. and Regal Advisory... ...services firm serving private clients, professional... ...growth of our Wealth Management business. Our Vision is... ...FL or Fort Myers, FL offices, the right candidate will... ...client relationships, assets and revenue ·...Work at officeAssetFull time
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...operational, and financial advice to private equity firms, management teams, boards of directors, investors... ...~ Transactions, including sale of assets or businesses Responsibilities... ...sexual orientation, marital status, family structure, medical condition including...PrivateAssetFull timeWork experience placementLocal area- ...recognized provider of loan servicing, asset management, compliance monitoring, and related administrative... ..., financial institutions, and private investors to administer complex... ...plus. Physical Requirements Sedentary office environment with frequent computer use,...Work at officePrivateAssetCasual workLocal area
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$121k - $150k
...Lead Planner / Service Advisor, providing comprehensive... ...planning support, manages meeting follow-up and recurring... ..., including additional assets and cross-sale... ...Hours • Supportive, Family-Oriented Company Culture... ...Snacks And Drinks In The Office • Access To A Starbucks...Work at officeAssetFull timeRelocation packageShift work- ...AFIN Family Wealth Management Inc. is a premier firm specializing in holistic financial planning for... ...skilled and experienced Senior Financial Advisor to join our dynamic team. The... ...value of your practice. Professional Office Space: Access to high‑end, client‑ready...Work at office
$300k
...Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for... ...planning software, portfolio management tools, and Microsoft Office Suite. Excellent customer service, communications,...Work at officeFull timeLocal area- ...Senior Tax Accountant - Family Office Corporate Headquarters Are you astute in accounting... ...and individual tax returns. Manage tax returns, related schedules and reports... ...extension tax payments. Review fixed asset reporting and tax depreciation calculations...Work at officeAsset
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...Description The Marriott Suites Deerfield is seeking an... ...eligible associates & your family members ~401K... ...Discounts with our Crescent managed properties in North... ...safeguarding owners/investors assets. What will you be... ...knowledge of Microsoft Office. Self-starting...Work at officeAssetLocal area- ...Wealth Management Client Associate Northbrook, Illinois To proceed... ...guidance. Merrill's Financial Advisors and Wealth Management Client... ...is committed to an in-office culture that supports collaboration... ...Corp."). Bank of America Private Bank is a division of Bank...Work at officePrivateSeasonal workWork from homeShift workDay shift
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