Organizational Mission: Intergenerational family wealth guidance to educate, empower, and enrich the families we serve.
Lead Planning Officer (LPO) with an established (40 years) San Diego CA boutique family office providing comprehensive family wealth guidance to a limited number of high-net-worth family leaders in all aspects of cash flow, portfolio, and legacy oversight, planning, and implementation.
*Merger, acquisition, equity partner, and successor possibilities dependent upon candidate’s experience, present situation, and goals.
Lead an experienced professional staff utilizing a proprietary client engagement planning process to serve existing and attract new qualified client families.
Work directly with family fiduciary clientele guiding and supporting them in making informed decision in line with their family’s values, vision, goals, and best interests over extended periods of time.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.