Family offices have a different mandate than funds or operating companies: protect the family’s capital, simplify complexity, and maintain trust across generations. I work with UHNW families and family office CEOs to place Chief Investment Officers, CFOs, and key lieutenants who can manage sophisticated structures while respecting privacy and family dynamics.
How I help family offices
Through my expertise in family office executive search, I help identify and secure top talent that aligns with their long-term vision.
- Partner directly with principals, family office heads, or long-time advisors to define the real brief: investment philosophy, risk tolerance, and family governance.
- Calibrate talent from institutional backgrounds (PE, hedge funds, banks, Big 4, RIAs) who can operate in a lean, relationship-driven family setting.
- Run a discreet, targeted search that prioritizes integrity, long-term fit, and the ability to work quietly in the background.
Roles we fill
- Chief Investment Officer and senior investment leadership.
- Chief Financial Officer, Head of Tax, Controller, and VP Finance.
- Family Office CEO / Head of Family Office, COO, and Director of Operations.
- Executive Assistant / Chief of Staff-level support for principals and office heads.
Where we focus
- Single- and multi-family offices serving UHNW families in NYC, South Florida, and Los Angeles, typically with complex operating companies, direct deals, and multi-asset portfolios.
- Family offices that are institutionalizing—upgrading from “friends-and-family” setups to professionalized investment, finance, and operational leadership.
Portfolio companies
Many of the searches I run for family offices land inside their portfolio companies and direct investments, not just the office itself. I help principals and family office CEOs upgrade finance leadership in operating companies—CFOs, Controllers, and COOs—without forcing them into a rigid PE playbook. That way the business gets institutional-quality finance while staying true to the family’s culture and time horizon.
Building or upgrading a family office team?
Share what you’re solving for—CIO, CFO, or key support—and I’ll tell you in 24 hours if I can help and what the market looks like for that role.