Family Office Positions
- Expertise Where It Counts
Essential Roles.
Exceptional People.
Your legacy is personal—and the team who protects it should be, too. From seasoned financial professionals, to expert operations staff, to discreet administrative workers, we place individuals who understand the intricacies of private family offices and serve with integrity, accuracy, and trust.
Explore the categories below to learn more about the roles we staff and how each plays a critical part in safeguarding your family’s success.
- Family Office Staff
Explore Our Positions
Management & Legal Roles
- FAQ: Positions
Frequently Asked Questions
Do you place family office positions not listed on your website?
Yes. Whether your position goes by a different title or is a completely unique role, there’s a good chance we’ve hired for it before. Contact us to discuss—if we can’t help, we’ll direct you to other hiring resources or trusted partner agencies.
Do you source candidates with private family office experience?
Yes. We prioritize candidates who understand the unique nature of working in a private family office, including the need for discretion, long-term alignment, and often broader or hybrid responsibilities than in traditional corporate settings. That said, we also consider professionals from adjacent sectors, such as wealth management, legal, or corporate finance.
How do you vet candidates for senior-level or fiduciary roles?
For senior or high-trust positions like Director of Accounting, Portfolio Manager, or General Counsel, we conduct additional layers of vetting. This may include additional reference checks, credential verification, and in-depth screening for alignment with your family’s values and long-term goals.
Can you help us build out our family office from scratch?
Absolutely. Whether you’re transitioning from an informal structure to a formal office, or starting a new family office, we can guide you through the key staffing decisions—starting with foundational roles and scaling up as needed. Our team can advise on role design, compensation strategy, phased hiring plans and more.
How do you find candidates who align with our family’s values and long-term goals?
We start by understanding the “why” behind your hire—whether that’s building continuity across generations, formalizing a growing office, or hiring for a specialized investment strategy. From there, we tailor our screening to assess not just skillset, but how candidates operate: Do they value discretion over visibility? Are they proactive or process-driven? Are they used to working within multigenerational dynamics or philanthropic missions?
We also evaluate stability and trajectory—candidates who see this as a career, not just a role. This helps us ensure we’re recommending individuals who are aligned with your long-term goals, not simply filling your current vacancy.
