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    Financial Advisor - Los Angeles, United States - Leah Yosef International

    Leah Yosef International
    Leah Yosef International Los Angeles, United States

    1 week ago

    Default job background
    Description
    Full Service Multi-Family Office

    Overview

    Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization.

    Clear track towards equity ownership.

    Highlights
    High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities
    Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
    Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
    Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.

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