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
  • Head of Family Office
  • Chief Investment Officer
  • Chief Operation Officer
  • Chief Technology Officer
  • Chief Security Officer

Philanthropy


  • Director of Impact Investing
  • Philanthropy Advisor

Finance


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

Administrative


  • VP Operations
  • Chief of Staff
  • 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
  • HR Generalist

Personal


  • Head of Household
  • Estate Manager
  • Director of Residences
  • Driver

 

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

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Frequently Asked Questions About Family Office Recruitment

Do We Service Multi-Family Offices?

Our Family Office Executive Search firm works with single-family and multi-family offices that require superior talent to lead and flourish in today’s environment. In either case, we ensure your goal is the same: managing the financial assets (wealth management) of a family to grow them before transferring them to younger generations at a specified time, managing your family needs, and coordinating all of your endeavors in a united fashion.

How Does a Family Office Retained Search firm Help?

As one of the most successful Family Office search firms in the country, we help connect top-tier candidates to single and multi-family offices. With almost 40 years of experience, our expertise, a proven track record, and our extensive database, we quickly identify candidates for single-family and multi-family offices. Our first criteria is to ensure that the candidates are a strong cultural fit for your firm.

Family offices need to be able to acquire a long-term view of the family’s needs to effectively grow assets over time. We vet candidates utilizing the highest standards in the industry and the most sophisticated technology to determine what their goals are and ensure they align with the goals of each family office.
Finding Candidates for Family Offices Nationwide and Internationally
We put an extraordinary amount of effort into identifying and matching your needs with top-quality candidates for each position. During our family office executive search, we put focus on the value of your family’s assets and your long and short-term goals in order to maximize your success.

Our consultative approach includes helping our family offices successfully achieve their business objectives by evaluating your current infrastructure, governance, and human capital and ensuring that each family office is utilizing the very best practices to optimize their performance.

What Are the Benefits of Hiring a Family Office Executive Search Firm?

Family Offices often search for years trying to find the right talent for their needs. We can eliminate the time being spent on hiring, by investing the time upfront, to determine what roles are needed and the type of people that would fit your needs. With almost 40 years of experience assisting Family Offices, we have the expertise and the knowledge to help each family identify their true hiring needs and the type of individuals that they need for those roles. We eliminate the time wasted by interviewing unqualified candidates or candidates that are not sincerely seeking a new opportunity. With our vast expertise and extensive database of family office candidates, we can identify candidates that are active, passive, or not even looking at all, and therefore bring the best talent available to you on an exclusive basis.

By identifying candidates that are not on the market, we can eliminate the competition by other employers, as we have more control over them. We are also astute enough to know that every top candidate will be subject to a counteroffer from their current employer, and we know how to deal effectively with that issue.

Hiring a specialist recruitment firm, such as The Quest Organization, is the best way to get connected with the most talented candidates. Leave the search to highly experienced family office recruiters who know exactly what to look for to suit your needs.

A foundation for new generations

As a family office, you know the value of securing a family for more than one generation. By trusting experts in Family Office Executive Search, you are ensuring you have the best possible resources to accomplish your hiring goals, which allow you to work with future family members.

What Makes Our Team Ideal for Family Office Recruitment Services?

Our company prides itself on several things:

– Efficient, high-quality services
– A holistic approach
– Reliability through trusted advisors
– Comprehensive recommendations
– Highest level of professionalism and integrity
– Building long-lasting relationships
– Industry expertise and experience to make informed decisions while recruiting
– Individual support and care for our clients that other firms lack
– Almost 40 years or working with Family Offices
– Unparalleled and comprehensive database of Family Office professionals
– We maintain the highest level of confidentiality

Where Can I Apply as an Executive?

Before you begin, ensure you have the right qualifications to pursue the position. We prefer a verifiable mix of education and experience. Our staff works on behalf of our clients who want to ensure the person or people they hire understand the principles of wealth management and growth, have a stable job history, a proven track record and the highest level of integrity.

If you feel that you meet the criteria mentioned above, feel free to complete an application along with your resume and submit the information to our office. The positions we handle are quite extensive for Family Offices including: Chief Executive Officer, Chief Financial Officer, Head of Investor Relations, Chief Operating Officer, Chief Investment Officer, General Counsel, Tax Director, Chief of Staff, Head of Operations, Chief Security Officer, Head of Household, Estate Manager and Chief Information Officer.

Where Can I Request Family Office Recruitment or Consulting for My Needs?

The Quest Organization can handle all of your recruitment and consulting needs, whether you need an executive search, or advice on how to establish a Family Office, or how to restructure your Family Office, to develop best practices, how to handle conflict resolution, succession planning or how to develop an exit strategy. You can begin the process by filling out our initial information document or reaching out directly to us at info@questorg.com.

All communication between you and The Quest Organization will always be kept in the strictest confidence.

How Does Executive Leadership Play Into What We Do?

Executive leadership focuses on those who direct and manage employees in any organization to guide and influence those individuals. We may not be directly involved in your decision-making process, strategic planning, or organizational goals, but we allow you to use your executive leadership skills as a multi-family or single-family office.

How Much Are Your Services for Recruiting Family Office Staff?

The final price will depend on a variety of factors. Before you commit to working with us, you will receive in writing, a description of our fee and our guarantee period. It should be noted that our fees have not changed in over 37 years.

What Do We Support Beyond Family Offices?

We provide expertise and high-quality talent in several industries, including the following:

– Real estate
– Construction
– Not for profit organizations
– Hedge and Private Equity Funds
– Private Banks

 

Contact us today to learn about how we may be of assistance to your wealth management firm. You can reach us directly at info@questorg.com.

Additional Resources for Clients

Do you want to learn more? View our blog where we report on the latest employment news.