Client Services (PCS) / High Net Worth (HNW) practice. This role provides an opportunity to join a high-performing practice... families and their private businesses and/or investment entities. Candidates must be familiar with high net worth tax...
relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and their advisors. This role focuses... and maintain high-value client relationships. Experience working with family offices, private foundations, and multi-generational...