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recruiters for family offices

Family office staffing for the UHNW

We specialize in the recruitment of Chiefs of Staff, Personal Assistants and Executive Assistants for family offices. So, whether you have a single-family office or a multi-family office, we can help.

Our founder, Brian Daniel, is a former Chief of Staff to ultra-high net worth families, billionaires and royalty, so he understands the intricacies of the industry and knows what it means to make a great match. 

Recruitment of staff for family offices is more than just matching skills 

matching hard and soft skillsWe match hard skills, soft skills and personality traits
Searching for family office staff is so much more than just ticking boxes. We match hard skills, soft skills, and personality traits to make a great fit. Because no family offices are alike, each placement must be considered carefully.
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Our headhunters will work with your team to craft the perfect job description. So, whether your family office concentrates on private equity or investment management, we will create a robust job description to attract the right candidates. 

What skills do look for when staffing for family offices?

After our placement experts have a discovery call with your family office staff to learn about your needs, we get to work. The positions that we have placed in the past are quite varied, especially when dealing with multi-family offices. The backgrounds for the candidates can be quite diverse. Some of those concentrations include but are not limited to:
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  • Lifestyle management and booking travel arrangements
  • Supervision of children and support for the household
  • Inventory of assets in the estate for clients
  • Management of special interests of the family with confidentiality
  • Record keeping compliance for financial documents
  • Hiring of household staff and other employees for the estate

The list is virtually endless. We've even made placements for candidates with expertise in succession planning, accounting, and risk management. Regardless of your situation, we look forward to discussing your needs with your executive leadership. 

Why should a private family office use a recruiting firm? 

headhunters save time and moneySearch firms are efficient in placements
We are in the business of searching for talent, and our staffing firm has a robust network of both active and passive job seekers. Since we have been recruiting for over 15 years, our stable of candidates have worked with celebrities, family offices, ultra-high net worth families and billionaires.
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There are other benefits to using family office recruiting as well, and that has to do with saving time. When family members try to search for candidates on their own, that requires taking on job ads online, and then sifting through candidates themselves. This process is very time consuming. And, in the end, it isn't efficient because family members don't know how to properly vet candidates or verify former employment. 

Can you help us search for a hybrid personal assistant?

Yes, certainly. Because of the diverse needs of family offices in 2023, hybrid positions are more commonplace. Our candidates can meet the demands of a family office managing investments, even if those business affairs involve serving many portfolio managers. In fact, sometimes we partner with other firms so we can meet the unique demands of clients.

​For example, we recently completed a placement for a high-profile billionaire and his family office. He required that the candidate speak three languages and have a master's degree. Additionally, 10 years of experience was required. We were able to fulfill the requests in record time. 

    Contact us with your staffing needs

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Filed Under: family offices, wealth management, multi-family office, personal assistant, other family offices, recruiter for private family office, company service 
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