Our Single Family Office Team
We are now looking for qualified individuals to join our Executive and Employee staff.
Chief Executive Officer (CEO) Vision & Leadership Corporate strategy, product direction, capital raising, board relations, key partnerships, executive leadership.
Chief Financial & Tax Officer Financial Stewardship Accounting, tax planning, treasury, investment (CFTO) audits, regulatory compliance, entity management, operations, financial reporting.
Chief Technology & AI Officer Digital Platform Engineering, AI, cybersecurity, cloud infrastructure (CTAO) data architecture, integrations, DevOps, product delivery.
legal coordination, M&A, competitive enterprise risk, special projects, cross-functional alignment
Chief Legacy & Philanthropy Officer Family Legacy Family foundations, charitable strategy, grantmaking
(CLPO) initiatives, succession planning, governance, trusts, donor relations, legacy preservation and tax admnistration.
Chief Consigliere Services Officer Specilized Consiglier services coordinator, cliant security
(CSO) international booksing and travel, human resource inititaves, medical and heal care planning.
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