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Job Description We are seeking a highly organized and experienced Principal Administrator to join the Lubbers Office team. This pivotal role involves managing the day-to-day administrative and operational functions of the family office, supporting the family’s personal, financial, and philanthropic affairs with the utmost discretion and professionalism. Key Responsibilities: Oversee and coordinate all administrative activities […]

In this article, Simple Expert Kjartan Rist discusses stablecoins, their growing role in traditional finance and how family offices can benefit.

The Alhosani Group office is seeking an enthusiastic Accounting Clerk to join our team. In this role, you’ll play an important part in our daily financial operations, helping to keep our accounts accurate and our processes running smoothly. What You’ll Do Process Transactions: Accurately record invoices, payments, and receipts in our accounting system. Reconcile Accounts: […]

Family offices, private wealth management advisory entities established by ultra-high-net-worth individuals or families, are reshaping the landscape of private investing. These firms manage complex portfolios, oversee intergenerational wealth, and increasingly pursue direct investments that align with specific values or long-term strategic objectives. Unlike institutional investors constrained by rigid mandates, family offices value flexibility, discretion, and […]

About the job We’re Hiring: Financial Advisor (part-time) | KINGSWAY Family Office – Hamburg KINGSWAY Family Office, an independent and forward-thinking family office based in Hamburg, is seeking an entrepreneurial professional to support our business line focused on the intermediation of investment funds under §34f GewO. This is more than just a part-time job – […]

Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have more than 300 employees serving clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to […]

Your Role: Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas Prepares comprehensive client meeting deliverables, analyzes […]

Your Role: Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas Prepares comprehensive client meeting deliverables, analyzes […]

This article discusses the actual cost of this data bottleneck and suggests how family offices can leverage AI-powered platforms to streamline their private investment operations.

Chief Executive Officer The Client Our client is a newly established family office based in Boston, Massachusetts. The family office will serve the personal, financial/accounting, reporting, tax, investment, fiduciary, philanthropic and administrative interests of the Principals and their related entities. The Chief Executive Officer (“CEO”) will report directly to two first-generation Principals. One of the […]