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Job description
IEQ Capital is seeking an experienced Family Office Lead to join our San Francisco team. You will partner with IEQ professionals who manage complex client portfolios, taking ownership of non-investment workstreams and coordinating across tax, estate planning, legal, insurance, banking, and operations.
This high-trust role blends project leadership with hands-on execution, requiring exceptional organization, discrete judgment, and flawless communication with sophisticated clients and external
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.