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.