Wealth Management Recruiting
Family office managers oversee all financial and operational affairs for ultra-HNW families. We recruit managers who coordinate investments, tax, estate, philanthropy, and lifestyle management.
UHNW
Family Office Experience
Multi-Discipline
Financial Coordination
60 Days
To Qualified Shortlist
Every day a Family Office Manager position stays open, your organization loses ground.
Family offices demand professionals who can manage the full complexity of UHNW family wealth
Managers must coordinate among numerous advisors, family members, and service providers
Finding professionals with both multi-discipline financial expertise and family management skills is extremely rare
We recruit family office managers with UHNW family experience, multi-discipline coordination skills, and the discretion and professionalism elite families require.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
