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Family Office Solutions & Advisory Specialist The ClientJulius Baer is a leading global private banking group, dedicated to providing best-in-class wealth management services to high- and ultra-high-net-worth clients. With a strong culture of entrepreneurship, empowerment, and client focus, Julius Baer helps clients shape their financial future and create value beyond wealth. The OpportunityWe are seeking […]

Family Office Accountant The ClientWealthspire Advisors, founded in 1995, is a New York City–based independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices nationwide. The firm is committed to a fiduciary business model, connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on […]

Accountant, Family Office The ClientThe Lewis Group of Companies is a family-led collection of independent entities focused on real estate development and management. For over 70 years, Lewis has been committed to creating lasting value for employees, clients, partners, and communities by upholding a culture of honesty, thoughtful planning, and quality. The OpportunityWe are seeking […]

The ClientCorient partners with high- and ultra-high-net-worth individuals and families to help them enjoy a full life, preserve wealth for future generations, and support the people, causes, and communities they care about. With a focus on exceeding expectations, simplifying lives, and creating lasting legacies, Corient provides comprehensive, client-centered financial services. The firm is dedicated to […]

Director, Family Office Solutions The ClientNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. With more than 130 years of experience and over 22,000 partners worldwide, Northern Trust serves the world’s most sophisticated individuals, families, and institutions. The firm remains guided by its […]

Family Office Senior The ClientMoss Adams is a values-driven firm committed to championing authenticity. With a culture of talented people who care deeply about clients, colleagues, and communities, Moss Adams empowers individuals to embrace opportunity and grow as leaders. Serving middle-market clients with customized solutions, the firm offers an environment where professionals can thrive, solve […]

Wealth Advisor The ClientBrighton Jones is one of the nation’s largest independent registered investment advisory (RIA) firms, recognized for aligning wealth, passion, and purpose to help clients live richer lives. With over $30 billion in assets under advisement, 300+ teammates nationwide, and 15 consecutive “Best Places to Work” awards, Brighton Jones fosters a culture of […]

Director of Estate Planning The ClientBrighton Jones is one of the nation’s largest registered investment advisory (RIA) firms, recognized for aligning wealth, passion, and purpose to help clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and 15 consecutive “Best Places to Work” awards, Brighton Jones has built a culture of […]

Senior Wealth Advisor The ClientOur client is a distinguished family office that provides comprehensive wealth management, investment oversight, and planning services to high-net-worth families. With a focus on integrated financial strategies, the firm is dedicated to preserving and growing client wealth while supporting lifestyle, legacy, and philanthropic goals. The OpportunityThis is an exceptional opportunity for […]

In this article, Simple Expert Marco Mesinna discusses how combining Italian residency with a strategically located family office abroad can help optimise wealth management for UHNWIs and their families.