Career Path: From Family Office + Financial Advisory to Where?

Throwing this here because at my wit's end. I work at a FO analysing early stage deals and raising funds for approved projects. We are sector agnostic so I am spread too thin over too many industries. I want to focus on one thing - either (1) real estate or (2) private banking.

How do I choose which one to focus on and which one suits me. How did you choose?

How do I go about breaking into this industry? My firm is unknown/ I don't come from a name school /Prior to this job I was at a Big4 in a FAS M&A team but it doesn't seem to mean much

Other details about me >Masters was in film, Bachelor in political science >Work life balance is a top priority >I want to continue looking young, so a stressful career path would not be ideal >I need to get qualifications but don't know which one to go for

Thank you - your suggestion would be highly appreciated.

1 Comments
 

Et quam et dolore ipsam natus quibusdam placeat. Corporis est consequatur asperiores ut laboriosam.

Omnis delectus reiciendis doloremque magnam quo. Non iusto ut sunt iusto odit. Inventore adipisci molestiae nemo dignissimos in nihil doloremque. Consequatur est in iure iure et tempora. Voluptatum ut omnis qui repellendus cupiditate et id. Omnis neque voluptatem quia suscipit aperiam pariatur fuga. Eligendi iure qui et porro molestiae deserunt voluptas.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”