Family Office

Our practice has adapted to the profound growth and transformation of family offices nationwide over the past several decades. Demand for top talent in the family office space is greater than ever with the rapid formation of new offices and talent upgrades in existing offices.

Families of significant wealth recognize the benefits of establishing a separate legal entity for the following reasons:

• Independence from wealth management firms allows for impartial advice.
• Disentangling a family’s wealth from an operating business is wise for regulatory reasons.
• A well-conceived governance structure at a family office will facilitate succession planning.
• A family office offers succeeding generations opportunities to be involved which preserves cohesion and cements the family legacy.

Why us?

• Proven track record – Our recruited candidates have achieved success in their roles and have enlisted us to recruit teams and often their successors.
• Unmatched access – We tap the expertise of our colleagues in asset management who work with traditional asset managers, endowments, foundations, outsourced CIO firms, and private wealth managers enabling us to develop a broad and diverse candidate pool.
• Superior service and execution – Our strong client focus enables us to arrive at customized solutions. Managing Directors lead searches and execute each assignment with a streamlined process.