Family Offices
Recruiting

Tailored Talent for Tailored Wealth Management.

Family Offices require professionals who balance financial stewardship with personal discretion. We specialize in finding talent that aligns with the values, structure, and long-term goals unique to each family.

Why Choose Us?

  • Industry Expertise

    With decades of experience, we specialize in placing professionals who understand the unique balance of financial stewardship and discretion required in family offices.

  • Nationwide Reach

    From legacy family offices to new ventures, we’ve supported clients across the country—delivering talent that respects the sensitivity and complexity of this space.

  • Client-Centered Approach

    We know that every family office is different. That’s why we take a personalized, relationship-driven approach to ensure each placement is the right fit for your team, your mission, and your future.

Roles
We Place

  • Chief Financial Officer (CFO)

  • Chief Investment Officer (CIO)

  • Investment Analyst

  • Family Office Accountant

  • Estate Planner

  • Tax Advisor

  • Real Estate Manager

  • Trust & Estate Administrator

  • Legal Counsel

  • Philanthropy Advisor

  • Financial Controller

  • Risk Manager

  • Compliance Officer

  • Operations Manager

  • Administrative Assistant

  • For Clients

    From multi-generational family offices to newly established entities, our team understands the operational, interpersonal, and confidential nuances of this space. You’ll work with a recruiter who respects the sensitivity of your world and delivers accordingly.

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  • For Job Seekers

    Looking for a meaningful, mission-aligned finance role? We match top-tier professionals with family offices seeking loyalty, discretion, and long-term commitment. We’ll guide you through the process with transparency and respect.

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