Job Title: Private Investment Fund / Investment Management... partnership agreements, subscription agreements, and side letters. - Possess a basic knowledge of fund terms and issues impacting private investment fund sponsors and investors. -... Understand relevant securities rules and regulations. - Experience in reviewing...
Job Title: Private Investment Fund / Investment Management... agreements, subscription agreements, and side letters. - Providing guidance on fund terms and issues impacting private investment fund sponsors and investors. -... Ensuring compliance with relevant securities rules and regulations. - Reviewing fund and c...
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient ......
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
an existing book of business. - Consult and coordinate comprehensive wealth management strategies for individuals, business... owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by the company. - W...
Summer Analyst - Asset Management Division Experience: Pursuing a... Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation to...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current...
OverviewA law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary...