Strategic Wealth Planning Summer Associate - Single Family Office

Job Title: Strategic Wealth Planning Summer Associate

Location: Greenbrae, CA (San Francisco) | Hybrid (Fully remote considered)

Firm: Single Family Office

Duration: 10–12 Weeks (Summer)

Overview

We are seeking a highly motivated, self-starting Summer Associate to work closely with the President of a single family office. This role offers a rare opportunity to gain hands-on experience in a single family office supporting two generations across three households within a five-generation legacy family.

The office provides a comprehensive suite of services to support complex, multi-generational wealth, including investment management, tax and estate planning, accounting, bill pay, and legal and financial administration. The organization is known for its collaborative culture, high standards of execution, and commitment to discretion and exceptional service. Team members are empowered to take ownership of meaningful work and contribute to long-term initiatives.

The family is widely recognized for its philanthropic leadership, civic engagement, and enduring commitment to the public good. The working environment is thoughtful, professional, and detail-oriented, with a strong emphasis on precision and quality.

What You'll Do

Core Deliverable:

• Develop comprehensive, client-facing compendiums for three family households, including wealth maps, trust and entity structures, financial statements, investment reports, and key reference materials

Key Responsibilities:

• Analyze and synthesize complex estate plans (wills, trusts, and generational transfer strategies) and entity structures, including grantor and non-grantor trusts, dynasty trusts, partnerships, LLCs, and corporations
• Map governance, ownership, asset flows, and beneficial interests into clear, intuitive formats
• Review and enhance investment reporting and performance materials
• Support the buildout of a centralized family portal, including reporting, legal and tax documents, and planning materials
• Conduct investment and financial analysis; build models and support special projects related to strategic wealth planning, tax strategy, and portfolio management

Qualifications

• 3–7 years of relevant experience in private wealth management, family office, or a similar client-facing role for UHNW clients
• Demonstrated ability to prepare high-quality financial and estate planning materials and synthesize complex information into intuitive, client-friendly deliverables
• Strong understanding of investment, tax, and estate planning fundamentals
• Exceptional analytical, organizational, and problem-solving skills
• Clear and effective written and verbal communication skills
• High attention to detail and professionalism, with the ability to handle sensitive information with discretion
• Ability to work independently in a collaborative, high-expectation environment
• Intellectual curiosity, initiative, and a proactive mindset

To Apply

Please submit your resume and a brief cover letter outlining your interest in wealth planning and relevant experience to: recruiting2026@cardinalmgmt.net