Family Office

Family Office

 

For over 35 years, we have become the trusted advisors and search professionals to some of the most prestigious high net worth single-family offices and multi-family offices in the United States and Internationally. As a family-owned business, we understand the cultural issues that affect a family business and how essential confidentiality is. We have been dealing with intergenerational issues, family conflicts, succession planning, wealth preservation, the globalization of family businesses, impact investing, governance, best practices and risk management for most of our clients.

Our holistic approach includes a comprehensive meeting with each client prior to working on any assignment. We feel that the culture fit is the single most important issue, followed by technical skills, personal traits, history, track record and long and short term goals.

Accounting


  • Chief Accounting Officer
  • Director of Financial Planning and Analysis
  • VP/Director of Accounting
  • Accounting Manager
  • Controller
  • Fund Controller
  • Accountant
  • Fund Accountant
  • Accounts Payable/Receivable

Management


  • Chief Executive Officer
  • Chief Financial Officer
  • Chief Investment Officer
  • Chief Operation Officer
  • Chief Technology Officer

Philanthropy


  • Director of Impact Investing
  • Philanthropy Advisor

Finance


  • Investor Relations
  • Treasury Analyst
  • Investment Analyst
  • Financial Analyst

Administrative


  • VP Operations
  • Executive Assistant
  • Office Manager
  • Administrative Assistant

Legal


  • General Counsel
  • Assistant General Counsel
  • Paralegal

Tax


  • Tax Director
  • Tax Manager
  • Tax Senior

Human Resources


  • Director of Human Capital
  • Manager of Human Capital
  • Director of Diversity and Inclusion
  • Recruiter
  • HR Generalist
  • Payroll

 

How much time could our consultative, precision approach save your organization?

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