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Family Office & UHNW

Family office executive search — leadership built on absolute trust.

Appointing into a family office is as much about trust as capability; the wrong fit is felt personally, not just commercially. We conduct discreet retained search for family offices and UHNW principals, covering chief executive, chief investment officer, principal adviser and senior roles across single and multi-family offices and the businesses they own.

Discuss a confidential mandate How the search works
The context

Leadership for a family office turns on trust

A family office exists to serve a principal and a family across generations — their wealth, their interests, often their operating businesses and their legacy. Appointing its leadership is among the most sensitive searches there is, because the role demands not only capability but complete, enduring trust.

The right leader must navigate family dynamics and governance, operate with absolute discretion, and bring institutional rigour to deeply personal matters. These are rarely roles that anyone applies for; they are filled through relationships and judgement.

Who we serve

The principals and offices we work with

Our family office mandates span the spectrum of private wealth:

  • Single-family offices appointing a CEO, CIO or principal adviser
  • Multi-family offices building senior leadership and investment teams
  • UHNW principals appointing leadership for an owned operating business
  • Families navigating generational transition and succession
  • Private offices requiring institutional-grade leadership with discretion
What we assess

What Luxury Executive looks for

We look for leaders who combine genuine capability — investment, operating or advisory — with the discretion, emotional intelligence and integrity these roles demand. In a family office, trust is the role; capability without it is not enough.

Our relationships across luxury, private wealth and operating leadership let us identify and approach these leaders confidentially, which is the only way such searches can credibly be done.

How We Work

A retained search, conducted with discipline.

01 · Define

Mandate definition

The business, the board and the decision come first — never the candidates.

02 · Map

Market mapping

A structured, confidential view of the credible leaders in the relevant market.

03 · Approach

Targeted approach

Discreet, personal approaches to leaders who never see an advertisement.

04 · Assess

Assessment

Careful assessment against the brief and the culture.

05 · Advise

Shortlist & advisory

A considered shortlist with honest counsel, not a stack of CVs.

06 · Integrate

Appointment

Support through offer, negotiation and onboarding.

Questions

Frequently asked

What family office roles do you search for?

Chief Executives, Chief Investment Officers, principal advisers and senior leadership for single and multi-family offices and the businesses they own.

How confidential are these searches?

Entirely. Family office mandates are among the most confidential searches we conduct, often known only to the principal and a small circle.

Do you only place candidates with family office experience?

Not necessarily. The decisive qualities are trust, discretion and judgement, alongside relevant investment, operating or advisory capability.

Begin

Appointing leadership for a family office?

Speak with us in complete confidence about a family office or UHNW mandate.

Discuss a confidential mandate Introduce yourself confidentially

Have a mandate to fill? Get in touch.