Private Family Asset Manager

Job Description

Job Description

LHH is seeking a highly organized and discreet professional to support a high-net-worth family in managing financial, legal, and operational responsibilities. The ideal candidate will demonstrate sound judgment, professionalism, and a client-service mindset.

Key Responsibilities

(Including but not limited to the following)

Asset and Warranty Management : Maintain documentation and tracking of warranties for various systems and equipment across multiple properties.

Vehicle and Equipment Records : Ensure titles and documentation for vehicles and other equipment are current and accessible.

Family Asset Oversight : Maintain a comprehensive inventory of family assets including real estate, vehicles, investments, and personal collections.

Utilities and Vendor Coordination : Review and manage service contracts and utility connections to ensure cost-effectiveness and operational efficiency.

Security and Insurance Administration : Monitor and maintain security systems and insurance coverage across all properties; conduct periodic reviews to ensure adequate protection.

Financial and Legal Support :

Collaborate with legal and financial advisors to manage trusts, foundations, and related accounts.

Record and reconcile financial transactions using platforms such as QuickBooks or Quicken.

Oversee accounts payable / receivable, payroll (if applicable), and bank / credit card reconciliations.

Assist with the preparation of financial statements, reports, and tax documentation.

Digitize and organize legal documents for secure cloud-based access.

Required Qualifications

Bachelor’s degree in Accounting or Legal Studies

Demonstrated experience supporting a high-net-worth individual or family

Preferred Qualifications

Master’s degree in Accounting or Tax Accounting

Experience in tax preparation, compliance, or financial advisory services

Desired Attributes

Professional and polished communication style

Approachable and collaborative demeanor

Demonstrates initiative and attention to detail

Maintains confidentiality and exercises sound judgment

Pay Details : $100,000.00 to $130,000.00 per year

Search managed by : Sunny Hill

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.