Private Family Office Advisor, VP — Ultra‑Wealth Strategy Lead
marcusMillbrae, CA
Private Family Office Advisor, VP — Ultra‑Wealth Strategy Lead
marcusMillbrae, CA
yesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Goldman Sachs in San Francisco seeks a Family Office Advisor to lead a select portfolio of ultra-high net worth families, delivering comprehensive financial planning, tax and estate guidance, and coordinated advice.
You will build trusted relationships, oversee investment oversight, liquidity, risk management, philanthropy, and work with internal and external professionals to protect legacies.
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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