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Location: Los Angeles, CA U.S. Trust, a premier 150+ year old wealth management firm, is one of the nation's oldest and most well respected private wealth management organizations. The firm was founded on Wall Street in 1853 and today manages over...
Full-Time Location: Florham Park, NJ Reply to: [email protected] Minimum Job Requirements: 2-3 years financial services experienced preferred, trust experience required Apparent or demonstrated ability to work in a high/ultra high net worth...
Full-Time Location: Boca Raton, FL Reply to: [email protected] Minimum Job Requirements: Ten or more years of financial services experience preferred. Estate settlement and trust experience required. Five years of supervisory experience...
Prominent NJ based law firm has an opening for a Trusts & Estates Legal Assistant. Qualified candidates must have a 4 year college degree and at least 5 years of experience in general trust and estate administration. Strong computer skills as well...
Bethesda, Maryland law firm has immediate opening for attorney with 2+ years experience doing estate administration. The firm's practice is focused on tax, business, and estate planning. Consequently, the estate administration tends to involve...
Nice work if you can get it: Morgan Stanley’s co-president Stephen Crawford, a protégé of ousted CEO Philip Purcell, resigned from his position this morning, walking out with $32 million.
The animal spirits are roiled in the online brokerage universe. Or are they? On the heels of Ameritrade’s acquisition of TD Waterhouse, The Charles Schwab Corp. says it isn’t for sale. In a statement, Chairman and CEO Charles Schwab...
Being a trustee entails risk of personal liability. Being one of a number of trustees can increase the risk. In the legendary Matter of Rothko,1 a fiduciary that failed to try to prevent his co-fiduciaries from breaching their duties was...
For much of the last decade, the Internal Revenue Service has engaged in a frontal assault on the use of family limited partnerships (FLPs) and other closely held entities for estate-planning purposes. In its pronouncements, audits and litigation...
After weeks of speculation, Morgan Stanley rehired former president John Mack as chairman and chief executive to replace outgoing chief, Philip Purcell.
