Estate Manager

We’re seeking a highly organized and tech-savvy individual to support the day-to-day personal affairs of a multigenerational high-net-worth family. This role is central to ensuring smooth communication, accurate financial tracking, and streamlined systems across the 24-member family. You’ll work closely with executives, handle sensitive information, and help manage investments, events, and charitable efforts.

• Track and report on the family’s private equity and investment portfolio
• Maintain accurate and confidential family and financial records
• Support basic accounting functions, including bookkeeping, reconciliations, and reporting
• Use Excel and related tools to analyze data and generate clear, actionable reports

• Manage documents, workflows, and internal systems to improve back-office efficiency
• Prepare presentations and materials for family members on financial and operational matters
• Coordinate meetings, travel, and general office logistics
• Assist with philanthropic activities, including grants, donation tracking, and reporting
• Assist with planning and hosting corporate events, including outdoor gatherings, hunting trips, and target shooting

• Uphold the highest standards of confidentiality and integrity in all aspects of work
• Communicate professionally with family members, advisors, and external partners

• Bachelor’s degree in Accounting, Finance, or Economics required
• Strong analytical and Excel skills
• Basic accounting knowledge and experience
• Proficient in Microsoft 365 (Excel, Word, PowerPoint, Outlook, Teams) and cloud tools (One Drive, SharePoint)
• 3–5 years of relevant experience preferred
• Highly organized, detail-oriented, and proactive problem solver
• Excellent communication and interpersonal skills
• Experience with private equity or investment management preferred
• Experience with client service or professional office environments preferred
• Experience with nonprofits, foundations, or grant administration preferred
• Willingness to participate in and support outdoor, sportsman-oriented events (hunting, clay shooting, and target shooting)
• Willingness to travel domestically 5–6 times per year

• Competitive compensation and benefits
• Exposure to all aspects of a dynamic family business, including operations, investments, event planning, and philanthropy

Associate

Full-time

Finance and Accounting/Auditing

Investment Management, Individual and Family Services, and Philanthropic Fundraising Services

• Medical insurance
• Vision insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave
• Student loan assistance
• Tuition assistance
• Disability insurance
• Child care support