Title: Assistant General Counsel – Investments Job Responsibilities: - Support investment transactions, including negotiation and review of investment agreements, subscription documents, side letters, and related contracts. - Assist in legal due diligence for prospective investments, including the review of fund...
Title: Wealth Strategist III Job Responsibilities: - Utilize complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients with $10MM+ in assets under management. - Leverage internal and external resources and centers of influence...
Title: Cybersecurity and Privacy Intern - Summer 2026 Job Responsibilities: The Cybersecurity and Privacy Intern at the company will engage in a variety of tasks related to protecting critical assets and ensuring compliance with privacy laws. Interns will be involved in all...
Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen existing...
Title: Counsel - Insurance Agency Job Responsibilities: - Provide legal advice and support regarding the marketing and distribution of insurance products primarily through a retail field force of independent contractor insurance agents. - Prepare, review, and negotiate legal contracts, documents, and...
be a part of a distinguished team comprising CPAs, engineers, and tax law experts. The role involves managing and executing cost segregation, fixed asset review, and overseeing IRC... Section 179D projects for clients. Daily responsibilities include: - Developing the vision, str...
Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new...