Heather Weiser's responsibilities: Advisor in Family Office Group; Involved in the day-to-day management of ultra high net worth families including their trusts, family investment partnerships and private foundations; Financial guidance and coordination with clients’ outside advisors including their attorneys, portfolio managers, and CPAs; Oversees preparation of financial statements, budgets and payroll. Assists in obtaining funding for clients including mortgages, refinancing, and secured and unsecured loans.