Connemara Family Office Management Llc Careers in Rockville, MD

Provides family office management and consulting services to new and existing personal family offices of business owners, executives, and dual income professionals in the Greater Washington, DC Metropolitan Area and surrounding region. Busy households with investable assets of $5 million or greater, or a total net worth of $10 million or greater, may reach a level of complexity where it makes sense to outsource, or otherwise seek some degree of assistance with, financial and investment oversight; tax and legal coordination; and in getting things done in general. Provides coordination and oversight of all banking, credit, brokerage, investment management, and trust accounts; as well as of all life, health, and property & casualty insurance policies. Independent cost and risk-adjusted performance analysis. Monitors and negotiates fees, costs, and pricing on behalf of clients. Coordinates all legal and tax matters. Provides professional referrals and business introductiions as appropriate