Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees with a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future.
We’re hiring a strategic and hands-on General Counsel to guide our legal posture, manage risk proactively, and support Compound’s continued growth. If you see how wealth ready to evolve and are eager to help shape that future—read on.
Compound Planning is a high-growth digital family office managing over $3 billion in assets under management (AUM). The company specializes in providing tailored financial services to entrepreneurs, professionals, and retirees. With a team of experienced financial advisors, technologists, tax professionals, and operators, Compound Planning is dedicated to delivering an exceptional client experience through a holistic approach and a proprietary digital platform. The firm values ownership, velocity, innovation, and grit, fostering a culture that emphasizes accountability and meaningful progress while continuously evolving its offerings to meet the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
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Jobs from Compound Planning:
Compound Planning is a high-growth digital family office managing over $3 billion in assets under management (AUM). The company specializes in providing tailored financial services to entrepreneurs, professionals, and retirees. With a team of experienced financial advisors, technologists, tax professionals, and operators, Compound Planning is dedicated to delivering an exceptional client experience through a holistic approach and a proprietary digital platform. The firm values ownership, velocity, innovation, and grit, fostering a culture that emphasizes accountability and meaningful progress while continuously evolving its offerings to meet the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
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Jobs from Compound Planning:
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