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Legacy Consulting Group Logo
Legacy Consulting Group

Plano, Texas

Temperature Equipment Corp (TEC/NEC) Logo
Temperature Equipment Corp (TEC/NEC)

Tinley Park, Illinois

Core Specialty

Cincinnati, Ohio


Norwood, Massachusetts

The Foundry Financial Group, Inc. Logo
The Foundry Financial Group, Inc.

Laconia, New Hampshire

Great Lakes Dental Partners Logo
Great Lakes Dental Partners

Chicago, Illinois

Videojet Technologies

Wood Dale, Illinois

Sky's Edge Wealth, Ameriprise Financial LLC Logo
Sky's Edge Wealth, Ameriprise Financial LLC

Madison, Wisconsin


Jefferson City, Missouri

Alpine Lumber Logo
Alpine Lumber

Westminster, Colorado

Brucker Company Logo
Brucker Company

Elk Grove Village, Illinois

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Lead Planning Officer
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.     

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