Single-Family Offices (SFOs)
We support families with consolidated wealth structures, prioritizing discretion, long-term planning, and succession strategies — often requiring trusted advisors with a deep understanding of multigenerational dynamics.
Multi-Family Offices (MFOs)
We work with MFOs providing institutional-grade services across investment, estate, and tax planning — sourcing professionals who can operate seamlessly across multiple client relationships and asset classes.
Investment-Oriented Family Offices
We help growth-focused offices attract talent experienced in private equity, venture capital, hedge funds, and alternative investments — often with a mandate for high-conviction strategies and entrepreneurial insight.
Operational Family Offices
For families managing real estate portfolios, industrial businesses, or active operating companies, we deliver candidates who combine corporate finance acumen with sector-specific operational expertise.
Philanthropic & Impact-Driven Offices
We work with mission-led family offices to identify talent skilled in ESG, impact investing, and strategic philanthropy — aligning financial outcomes with social and environmental objectives.
Chief Investment Officer for a single-family office focused on international investments, Portfolio Manager for a multi-family office with a diverse asset base.
Head of Risk for a family office heavily invested in private equity, Compliance Officer for a multi-family office managing cross-border holdings.
Financial Planning Director for an SFO focused on generational wealth transfer, Investment Analyst for an office emphasizing venture capital.
Estate Manager for a family office with extensive real estate holdings, Operations Manager overseeing business and personal assets.
Director of Philanthropy for a family office prioritizing social impact, ESG Specialist for an office integrating responsible investing practices.
Tax Planning Advisor for a family office, focusing on tax efficiency and estate planning to optimize wealth preservation.
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