Managing Director & Wealth Leader for UHNW Families

An independent multi-family office in Southern California is seeking a Managing Director to lead client relationships and drive succession planning. The ideal candidate will have over 15 years of wealth management experience, focusing on ultra-high net worth individuals and families. This role offers a compensation package exceeding $400,000 and significant ownership opportunities within a profitable firm. Join a team that provides bespoke investment solutions and risk management services.
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