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Family Offices

JOH Partners provides recruitment solutions for family offices with varied investment priorities, from wealth preservation to venture investments

  • Single-Family Offices (SFOs): Established for a single family’s wealth management, often with a strong emphasis on legacy preservation and succession planning.

 

  • Multi-Family Offices (MFOs): Serving multiple families, these offices offer shared resources in wealth management, investment strategies, and estate planning.

 

  • Investment-Oriented Family Offices: Focused on generating growth through alternative investments, private equity, and venture capital, with a higher tolerance for risk.

 

  • Operational Family Offices: Family-owned firms with active involvement in real estate, industrial ventures, or other sector-specific business operations, requiring expertise in operations and financial management.

 

  • Philanthropic Family Offices: With mandates centered on social impact and philanthropy, these offices seek talent for managing charitable giving, impact investing, and ESG initiatives.
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Example Roles
Placed

Wealth & Portfolio Management

Chief Investment Officer for a single-family office focused on international investments, Portfolio Manager for a multi-family office with a diverse asset base.

Risk Management & Compliance

Head of Risk for a family office heavily invested in private equity, Compliance Officer for a multi-family office managing cross-border holdings.

Investment & Financial
Planning

Financial Planning Director for an SFO focused on generational wealth transfer, Investment Analyst for an office emphasizing venture capital.

Estate & Operations
Management

Estate Manager for a family office with extensive real estate holdings, Operations Manager overseeing business and personal assets.

Philanthropy & ESG

Director of Philanthropy for a family office prioritizing social impact, ESG Specialist for an office integrating responsible investing practices.

Tax Planning

Tax Planning Advisor for a family office, focusing on tax efficiency and estate planning to optimize wealth preservation.

Through our placements, JOH Partners enables family offices

JOH Partners offers a nuanced approach to family office recruitment, understanding that these entities often balance financial growth with legacy, discretion, and family-specific goals. Family office roles are highly specialized, often requiring a unique blend of investment acumen, personal trustworthiness, and long-term strategic alignment with family values.

Achieve Strategic Wealth Preservation and Growth

We provide family offices with portfolio managers and investment strategists who possess a deep understanding of asset diversification, risk management, and sector-specific investments, ensuring both wealth preservation and capital growth.

Ensure Financial Governance and Risk Mitigation

We place experienced compliance and risk management professionals who implement robust governance structures, protect the office’s assets, and safeguard against regulatory or market risks.

Facilitate Generational Wealth Planning and Succession

With expertise in financial planning, our candidates support family offices in implementing effective succession plans, tax optimization strategies, and estate planning to ensure a smooth transition of wealth across generations.

Support Operational Efficiency and Business Management

Our talent placements in estate and operations management are adept at overseeing both family assets and business interests, managing everything from real estate portfolios to personal assets with a high level of detail and discretion.

Champion Philanthropy and Responsible Investing

We source professionals skilled in impact investing, ESG, and philanthropy to help family offices align their investment strategies with social and environmental goals, reflecting the family’s values in their broader legacy.

Adapt to Digital Transformation and Financial Technology

As family offices increasingly embrace technology for financial management, we provide data analysts and technology experts who bring efficiencies, transparency, and data-driven insights into family office operations.

Our Clients Believe In Us

HERE IS WHAT
THEY ARE SAYING

“JOH Partners has a deep understanding of family office dynamics. They’ve found us candidates who are not only incredibly capable but also trustworthy and discreet, which is vital in our line of work. They’re excellent at identifying people who respect our values and vision.”
Single Family OfficeChief Investment Officer
“For a family office, it’s critical to have people who respect privacy and discretion, and JOH Partners excels in this area. They’ve introduced us to professionals who are not only skilled but also understand the unique dynamics of a family-run investment office.”
Single Family OfficeManaging Partner

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