Job Details

Asset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San Francisco

  2026-04-01     The Goldman Sachs Group     San Francisco,CA  
Description:

ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CE - Os, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. I IMPACT AND RESPONSIBILITIES The Goldman Sachs Private Family Office is designed to service the firms most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time a...Advisor, Management, Financial, Family, Office, Associate, Banking, Business Services


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