Aldrich Wealth LP

Manage day-to-day servicing for ultra-high-net-worth Family Office clients, including account opening, maintenance, and complex custodial requests. Coordinate onboarding and support alternative investment operations such as capital calls and KYC documentation.

Manage day-to-day servicing for ultra-high-net-worth Family Office accounts, including onboarding, account maintenance, and custodial requests. Coordinate alternative investment operations and partner with cross-functional teams to ensure an exceptional client experience.