Career Center

FAMILY OFFICE - LEAD PLANNING OFFICER Potential Merger/Acquisition/Equity Partner/Succession Opportunity*   Organizational Mission: Intergenerational family wealth guidance to educate, empower, and enrich the families we serve.   POSITION SUMMARY:  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.