Bachelor's Degree in Law, Accounting, Finance, Business Administration, or a related discipline.
Minimum of five (5) years of relevant experience within legal, compliance, corporate services, wealth management, audit, tax, financial advisory, or other professional services environments.
Exposure to family governance, succession planning, estate planning, corporate structuring, or servicing high-net-worth individuals and families will be highly advantageous.
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Supporting the Principal Consultant and Senior Account Holder in delivering comprehensive solutions to family office clients. As the junior account holder of the client relationship, responsible to assist onboarding, structuring, family governance planning, implementation and tax-related coordination.