Director Wealth Management in CA by Leah Yosef International

Full Service Multi-Family Office

Overview
Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership.

Highlights
High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.

 Leah Yosef International
https://www.projectcasting.com/job/59707-director-wealth-management

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