IEQ Capital is seeking an experienced Family Office Lead to join our San Francisco team. You will partner with IEQ professionals who manage complex client portfolios, taking ownership of non-investment workstreams and coordinating across tax, estate planning, legal, insurance, banking, and operations.
This high-trust role blends project leadership with hands-on execution, requiring exceptional organization, discrete judgment, and flawless communication with sophisticated clients and external
#J-18808-LjbffrFamily Office Operations Leader in san francisco at Unknown Company
This position is listed as full time and onsite.