Leadership within the office
CEO, senior finance, investment and principal-advisory roles, with the remit agreed around the office’s needs.
Family offices & private principals
Family office executive search, shaped around the principal.
Discreet senior appointments for family offices, private principals and the businesses they own. We distinguish the needs of the office from the leadership required by an operating company.
A confidential first conversation. No completed brief needed.
Two different leadership decisions
A family office serves a principal and their wider interests. An operating company has its own commercial responsibilities and stakeholders. The distinction changes the role, the leadership market and the assessment. We establish it before the search begins.
Leadership of an owned business
CEO, managing director, CFO and other senior appointments within a family-owned group or portfolio.
Succession and continuity
External benchmarking and leadership options where a transition needs to be considered before a vacancy arises.
Trust must be supported by evidence.
We assess relevant capability alongside discretion, judgement and the ability to work within the family’s governance arrangements. The brief should make clear how decisions are taken, what authority the role holds and how the principal and other stakeholders will participate.
Define the search before widening it.
We agree the office or business remit, location, reporting relationships and experience required. Candidate approaches are made within an agreed confidentiality protocol. No identifiable client or candidate information is used as public marketing material.
International leadership, a defined mandate
The relevant person may be in the same market, elsewhere in the UK or internationally. Our London-led process considers that market deliberately. Family office executive search in Dubai, the US or other markets follows the specific office and role, rather than a standardised global shortlist.
The brief and the evidence
Distinguish leadership of the office from an appointment in an owned business. Establish the principal’s expectations, decision rights and governance, then assess the operating or investment experience relevant to that remit.
Before we speak
Practical questions.
Can the same search cover the office and its portfolio?
Only where the responsibilities form a workable role. An office CEO, an investment leader and an operating-company CEO can have substantially different accountabilities.
How is discretion assessed alongside capability?
Explore relevant working relationships, decision-making and examples of handling sensitive situations. Agree the information-sharing protocol for the search itself.
Can a principal begin with market mapping?
Yes. A defined project can clarify leadership options before a formal appointment. Inclusion in a map does not imply candidate availability, interest or assessment.
Start the conversation
What does your business need next?
Share the leadership decision you face. We will discuss the scope, timing and how we can help.