3B AUM Multi-Family Office Southern California Overview 3B AUM Independent Multi-Family Office in Southern California seeks a Managing Director to solve for next generation succession planning, providing leadership to advisors, with a focus on serving and growing the client base (25M – 500M investable assets). Opportunities for increased and key leadership roles at the firm, including the Head of Wealth and/or CEO as part of a near term succession planning. Highlights Develop and lead relations… ...

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