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VP of Client ServicesFamily Wealth Management Office - Chicago, ILVice President Private Client Advisor Public Accounting Background Required With Tax/Estate/Financial Planning Experience Our client, a sophisticated and growing family office, for an old and substantial Chicago based family seeks a wise, self confident and engaging professional to join their think tank and collaborate with other professionals on behalf of the family. This office serves significant trusts, complex investment partnerships, foundations and four family lines, totaling 49 adult households. The VP-Client Services will assist and consult the family members with a wide variety of planning needs: Tax planning- income, gift and compliance Financial Planning- consolidated personal financial statements, assets and individual investments, cash planning management, planning for home purchases...originally from TheLadders - More Tools...
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