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Executive Assistant

Company: Atlantic Wealth Partners
Location: Jupiter
Posted on: July 9, 2019

Job Description:

ABOUT THE COMPANY We are a boutique wealth management firm with offices in Jupiter, FL and West Palm Beach, FL. We are expanding by opening an office in Midtown Manhattan (Q4 2019) and the Financial District of San Francisco (Q1 2020) - these offices will be under a new brand/sister company. We take a modern approach towards comprehensive wealth and financial life management with a focus on aggressively limiting income and estate tax liabilities. Our expansion is focused on the fastest growing market segment of the Ultra High Net Worth community - younger millennials and Gen-Xers ranging from ages 20-45, exceeding $25 Million in net-worth. Typically, athletes, entertainers, entrepreneurs and tech firm founders and employees who have had liquidity events - exits or IPOs. Our approach is similar to that of a multi-family office, but with a truly unconstrained architecture and less internal barriers to doing the right thing for the client. Focused on providing comprehensive "Personal CFO" services alongside their tax, legal and investment counsel. We employ third party money managers and oversee the clients existing professional team to provide for optimal integration of all wealth management activities and to maximize the use of the client's capital. We commit to our clients that each Personal CFO will have no more than 10 clients at any given time allowing for a very high-touch, personal approach towards understanding family dynamics, their business infrastructure, and providing the highest level of service to insure that we get things right the first time, and that we're doing the best we possibly can for them.

Keywords: Atlantic Wealth Partners, Jupiter , Executive Assistant, Other , Jupiter, Florida

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