I’m finishing up interviews for an associate position at a multi-family office for high-net worth individuals and businesses.
I was wondering what type of exit opportunities I would have. The role would be related to investment research (including modeling), buying/selling assets (equities, bonds, real estate, etc.) and some financial planning for these clients.
Is this good experience? I’ve heard a lot of bad things about PWM on here and I don’t really know if this position is considered that? Where could I go from this position?
I’m a canadian CPA and have passed level 1 of the CFA (will be writing level 2 next summer). I’ve also been contacted for a few advisory roles at the big4, so i’m wondering if that would be better?
Would really like to avoid messing up this decision.
Handy Resource: WSO Family Office Database
ThePartyGorilla, sorry about the lack of response. Maybe one of these topics will help:
Who will rescue this thread? Kurtz83 catarinalves27 aykim362
Fingers crossed that one of those helps you.
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