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Wealth Management Intern

M3 Family Office
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About M3 Family Office

M3 Family Office specializes in managing generational wealth for private equity and venture-backed professionals. With over 40 years of experience, our integrated advisory team delivers a technology-enabled, human-powered wealth operating system tailored to carried interest, capital calls, tax optimization, estate planning, and life-cycle wealth management. We are more than investments - our mission is to simplify and elevate legacy planning for pioneers in the private equity ecosystem.

 

Role Overview

This is a non-sales role focused on real client work – no cold calling or prospecting. As part of the advisory team, you’ll support high-impact projects that help ultra-high-net-worth families manage and grow their wealth. This position offers a travel and meal stipend as a form of payment.

 

Responsibilities & What You’ll Do

  • Supporting day-to-day operations such as reporting, performance tracking, data aggregation, and insurance premium payments using Excel and internal platforms
  • Assisting in the preparation of client deliverables, including carried interest forecasting models, capital and liquidity planning, and wealth transfer illustrations
  • Participate in team meetings, training sessions, and brainstorming discussions related to investment and planning strategies
  • Conduct research on financial markets, tax issues, estate planning strategies, and private equity trends

 

Who You Are & Preferred Qualifications

  • Able to work a minimum of 20 hours per week and commute to our Boston office at One Lincoln Street
  • Current GPA >3.5 with relevant coursework
  • Currently pursuing a degree in Finance, Accounting, Economics, or related discipline (CFP aspirants are encouraged). Preferably a junior, senior, or graduate student
  • Driven by a passion for wealth management and a desire to make a meaningful impact in the lives of Ultra High Net Worth families.
  • Interest in AI - experience with various models such as ChatGPT, Gemini, Claude, etc.
  • Confident in Microsoft Office Suite and ability to adapt to new industry-standard software tools.
  • Highly organized, deadline-driven, and eager to own tasks independently.
  • Curious, collaborative, motivated to learn, and committed to growing professionally.