2027 Family Office Services Summer Internship
Core
Support day-to-day activities for a dedicated client base in Family Office Services, including new client onboarding, meeting materials creation, and execution of planning, tax advisory, and consolidated reporting.
Role type
Summer Intern, Family Office Services
Builds
Personalized wealth management solutions, tax-efficient transfer plans, and philanthropic strategies for high-net-worth families.
Domain
Wealth Management / Family Office Services
Deliverable
client delivery
Required skills
asset management industry knowledge, security markets understanding (equities and fixed income), financial services interest, MS Office proficiency, Excel proficiency
Preferred skills
strong academic achievement (GPA 3.3+), demonstrated leadership, creative strategic thinking, problem identification and resolution, prioritization
Technologies
MS Office, Excel
Responsibilities
Support new client onboarding and oversight of family office services, create client meeting materials, support implementation of planning and tax advisory services, troubleshoot client issues regarding client structures
Seniority
Intern
