Search and Advisory for Family Offices
Comprehensive services for UHNW families, private offices, and family-backed enterprises.
Family Office
Strategic, Financial, and Operational Roles We Fill
Trusted by Families. Built for Longevity.
Confidential, Search and Advisory for Complex Family Office Needs
Family offices face unique challenges: privacy, governance, succession, and structure. Our team, led by CPAs with decades of experience, provides high-trust executive search and advisory tailored to the needs of UHNW families and single or multi-family offices.
Whether you’re a family principal hiring discreetly or a professional seeking a values-aligned opportunity, we bring clarity, integrity, and results to every engagement.
Family Offices
High-Stakes Talent Decisions, Handled with Discretion
We understand the structure behind the search. Our advisors help define each role, establish clear expectations, and guide compensation, compliance, and cultural alignment before a candidate is introduced.
Every placement is built around your family’s goals and operating model.
Professionals
Private, Long-Term Opportunities You Won’t Find Elsewhere
We work with family offices across the country to fill leadership, finance, and operations roles often with no public job posting.
Our team understands your experience and your need for discretion. If you’re a finance, tax, or operations leader looking for your next step in a mission-aligned, private setting, we can help.
Family Office FAQs
What Families and Candidates Ask Most
What types of family offices do you serve?
We work with single and multi-family offices, family investment entities, private foundations, and closely held family-backed operating companies.
Is my information kept confidential during the search?
Yes. We specialize in highly confidential searches and treat all candidate and client conversations with the utmost discretion.
Do you only work in New York?
No. We recruit nationally, with placements across Miami, Dallas, Los Angeles, Chicago, Boston, and other major markets.
How are you different from other recruiters?
Our firm is led by CPAs. We advise on structure, compensation, and governance not just search. That makes us more than recruiters. We’re strategic partners.
What types of professionals are most in demand?
CFOs, Controllers, Tax Directors, and COOs with multi-entity, multi-generational experience are in high demand.