Family Office Wealth Strategist

The Destiny Family Office Wealth Strategist will enhance the family office framework by serving as a liaison between high-net-worth individuals and families and all associated professionals.  This position is an integral part of the client relationship, including both operational and servicing functions, as well as more technical analysis and planning alongside the primary Family Office advisor.  They are responsible for ensuring all aspects of the client relationship are properly maintained with client satisfaction in all areas as a top priority.