Multi-family office exit opportunities.

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.

Comments (2)

Oct 4, 2018

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.

Oct 8, 2018