Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - Deerfield

Overview

As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm s most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families – a client-to-advisor ratio designed to ensure dedicated attention and exceptional, white-glove service. For over three decades, our Advisor teams have been trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial planning and strategic guidance that directly impacts our clients  legacies.

• Strategic Client Leadership:
  Function as the primary point of contact and lead advisor for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies tailored to their unique needs.
• Integrated Advisory & Coordination:
  Seamlessly manage and integrate advice from a network of internal and external professionals (including attorneys, accountants, and bankers) to ensure cohesive and optimal client outcomes.
• Advanced Financial Analysis:
  Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
• Proactive Tax & Estate Planning:
  Develop and execute advanced tax efficiency strategies, ensuring compliance while maximizing wealth preservation. Collaborate with T&E attorneys to design and implement robust estate plans that facilitate efficient wealth transfer and minimize tax liabilities.
• Holistic
  
  Risk Management:
  
  Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguard client assets and legacies.
• Dynamic Liquidity & Cash Flow Management:
  Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
• Impactful Philanthropic Advisory:
  Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
• Sophisticated Investment Oversight:
  Monitor, analyze, and report on diverse investment portfolios, including alternative investments, ensuring alignment with client objectives, and collaborating with internal and external managers to optimize performance.

• Education:
  
  Bachelor’s degree in finance, accounting, or a related field. An advanced degree or degree (e.g., MST, MBA, JD, CPA, CFP) is required. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
• Experience:
  
  Minimum of 7 years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single or multi-family office environments.
• Expertise:
  Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
• Leadership & Influence:
  Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
• Communication:
  Exceptional communication, interpersonal, and project management skills, capable of articulating complex strategies with clarity and precision.
• Integrity:
  Unwavering commitment to confidentiality and the discreet handling of sensitive client information.

At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Learn more…