ISC’s team of Financial Services Recruiters are partnering with a premier firm in Los Angeles. Our client is a highly regarded and rapidly growing multi-family office serving Ultra-High-Net-Worth (UHNW) individuals and families. They are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs.
This is a highly visible opportunity for a seasoned wealth professional who thrives in a high-touch, relationship-driven environment and enjoys serving as the quarterback across a family’s broader financial and advisory needs. The successful candidate will bring strong technical expertise, sound judgment, business development capabilities, and an established network within the UHNW community.
Key Responsibilities:
■ Serve as a trusted advisor and primary point of contact for UHNW individuals and families, developing deep, long-term relationships and understanding their evolving financial and family objectives.
■ Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning.
■ Develop new client relationships and business opportunities through personal networking, professional relationships, referrals, and collaboration with senior leadership and internal teams.
■ Serve as the relationship quarterback, coordinating resources and delegating responsibilities to Client Advisory and other support professionals.
■ Partner closely with Investment Management, Portfolio Management, Tax, Operations, Trust, and Philanthropic/Foundation teams to deliver a seamless, integrated client experience.
■ Oversee client onboarding, account opening, asset transfers, distributions, documentation, and ongoing account administration.
■ Coordinate with investment professionals regarding portfolio reviews, investment performance discussions, liquidity needs, and trade activity.
■ Work collaboratively with tax and accounting professionals to ensure clients receive accurate information and timely support for tax filings and financial reporting.
■ Review and interpret sophisticated trust, estate, legal, and financial documents, identifying opportunities, risks, and planning considerations for clients.
■ Anticipate client needs and proactively identify opportunities to enhance the family’s overall relationship with the firm.
■ Participate in senior-level committees, strategic initiatives, and other firm-wide projects.
■ Contribute to the continued growth, development, and reputation of the firm’s UHNW client advisory platform.
Qualifications:
■ Serve as a trusted advisor and primary point of contact for UHNW individuals and families, developing deep, long-term relationships and understanding their evolving financial and family objectives.
■ Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning.
■ Develop new client relationships and business opportunities through personal networking, professional relationships, referrals, and collaboration with senior leadership and internal teams.
■ Serve as the relationship quarterback, coordinating resources and delegating responsibilities to Client Advisory and other support professionals.
■ Partner closely with Investment Management, Portfolio Management, Tax, Operations, Trust, and Philanthropic/Foundation teams to deliver a seamless, integrated client experience.
■ Oversee client onboarding, account opening, asset transfers, distributions, documentation, and ongoing account administration.
■ Coordinate with investment professionals regarding portfolio reviews, investment performance discussions, liquidity needs, and trade activity.
■ Work collaboratively with tax and accounting professionals to ensure clients receive accurate information and timely support for tax filings and financial reporting.
■ Review and interpret sophisticated trust, estate, legal, and financial documents, identifying opportunities, risks, and planning considerations for clients.
■ Anticipate client needs and proactively identify opportunities to enhance the family’s overall relationship with the firm.
■ Participate in senior-level committees, strategic initiatives, and other firm-wide projects.
■ Contribute to the continued growth, development, and reputation of the firm’s UHNW client advisory platform.
How to Apply:
Please contact Lisa Finch directly at , 888-771-1488.
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in a hire and keep all referrals confidential unless you ask us to use your name. We’re looking for a strong Client Advisor West Los Angeles, California. Whose name comes to mind? Please send all referrals to Lisa at .
