Market Leader, Managing Director
Multi-Family Office
Overview
Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts - Immediate Equity opportunity
Highlights
- Multi-Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
- Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
- Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
- Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
- The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
- Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity
