Family Offices

Specialist Search Recruiters and Headhunters for International Family and Multi-Family Offices.

We provide a discretionary and bespoke search process to Family and Multi-Family Offices worldwide utilising talent acquisition techniques, that help secure the engagement of senior leaders and strategic hires .

Family Offices Defined.

No family office is the same, and most are structured to specifically cater for the needs of one family.  It requires a thorough understanding of the family, their investment risk appetite and wealth management needs.  

What is a Family Office?  

Family Offices are wealth management and investment firms which handle the assets, growth and management of a wealthy family’s assets/finances.  Generally family offices will work for families with 100’s of millions of dollars in investable assets.  Family offices differ greatly dependent upon the family that they represent, offering tailored investment products, solutions and advice to align with a family’s risk appetite and financial goals.  

Outside of traditional private banking and wealth management services, family offices often provide wider support to a family through succession planning, legal affairs, day to day money management and even psychological services to improve the communication within the family. 

Family offices are a newer phenomenon and the growth of family offices has been exponential over the last 20 years as wealth has been created at a faster rate than ever before through technology firms and the entrepreneurial revolution.  As more families increase their wealth, the demand for family offices continues to grow as they justify a dedicated service over and above what a traditional private bank or wealth management firm can offer. 

Outside of financial and investment services, some family offices also assist with the day to day management of family affairs, including staffing and family governance where applicable.  Whilst FINCO Search operates at the senior end of family office recruitment and actively cover the investment advisory, asset management and wealth management arm of the space, there are some family offices that cater to a much wider remit and present assistants, private jet pilots, real estate agents, sailors and butlers to the families which they serve. 

Multi Family Offices refers to smaller wealth management firms that work with a small number of families.  These clients tend to have slightly lower amounts of assets when compared to the clients of a single family office and the firms tend to work with a small number of wealthy families.  The structure of these is often very similar to EAMs (External Asset Managers).  Families with a large pool of wealth but without the need, knowledge or justification of having their own family office, benefit from a pool of staff, resources and investment relationships through a shared or multi family office. 

Scott Gardener’s ‘Classes’ 

Family offices are sometimes referred to in classes to demonstrate the key responsibilities of the organisation.  Scott Gardner separated family offices into four classes for ease of categorisation. 

Class I Family Offices provide financial and estate planning services as well as daily management of illiquid assets and charge a flat fee for services to the family.

Class II Family Offices are known as Virtual-Family Offices (VFO) and assist in a range of financial advisory and investment products.  They don’t sell products but offer advice to the family on estate and investments. 

Class III Family Offices are often operated by other organisations such as banks and financial services providers.  They primarily offer investment advisory services and can open up investment opportunities to the family outside of the family office scope.  Generally do not deal with real estate or estate planning. 

Class IV Family Offices are operated by the family and manage a range of staff offering administrative and estate monitoring services.  Often work directly in/with the family at the main residence. 

FINCO Search – Private Banking, Wealth Management and Family Office Headhunter, Search Firm and Recruiter 

FINCO Search recruits for exceptional family offices and external asset managers globally, offering a no-nonsense approach to recruitment and growth in the space.  Our consultants work tirelessly to learn the culture, priorities and structure of the family offices that they work with, ensuring that we are aligning the principles and experience of our candidates with that of the family themselves. 

Guaranteed Search Methodology

Working with FINCO Search takes away the uncertainty and unpredictability of output that a standard recruitment firm delivers by presenting tailored retained search and selection services through unrivalled data mapping techniques. 

We believe the contingency market can often represent an over-brokered and under-serviced recruitment model that leads to speed over quality and often a race to the bottom in respect of delivery. 

Our retained search solution offers our clients a full partnership on strategic and critical hires where we take the full responsibility of getting the right candidate on the desk in a time-efficient manner.

What’s more we also guarantee each hire for 12-months to each of our select clients in the Asset Management sector.  

FINCO Search is a specialist in recruitment project mapping/project management and offer a full 360 degree managed recruitment service, taking ownership of advertising, sourcing, candidate negotiations and on-boarding.   

FINCO Search operates on a strict framework and workflow for our clients utilising our retained search function.  Prior to any search taking place, we take time to understand our client’s business structure, culture and what makes them tick to ensure that we are not only resourcing the best talent in the market, but that we are screening our candidates on a fit way beyond their CV.  A true recruitment partner must be able to extend a brand as though they are one, and only with a true understanding of the brand can they begin to provide a true value added and suitable recruitment solution. 

Our retained searches consist of an end to end, consultative and surgical level approach. Let us be clear; retained searches guarantee a dedicated consultant and headhunter/researcher, specific to your firm and hire, until we have placed the position with you.  

Our consultants are proud to have a 100% fill rate on retained searches.

For an exploratory discussion around your specific requirements you can speak to an expert advisor in confidence.  You will be directed to a partner who knows the relevant market information to your sector.

FINCO Search will then deliver to you a suitable proposal for review after an initial Teams consultation with all interested stakeholders.

To request a call back please click here or you can reach someone directly on:

EUROPE +44 203 927 5080
USA +1 646 813 9703
APAC +65 3158 1080

Prestigious Family Offices

Family offices often fly somewhat ‘under the radar’ and can often be very privately managed/operated, particularly when dealing with sensitive matters/structures within a family.  

Family offices can greatly vary in size, AUM (assets under management) and scope of responsibility. 

Here are the top 5.

  1.     Walton Enterprises
  2.     Cascade Investment
  3.     Bezos Expeditions
  4.     Mousse Partners
  5.     Ballmer Group

Typical Family Office Roles…

Investment Director
Investment Manager
Legal Counsel
Chief of Staff
Finance Director
Trust Manager
Financial Analyst
AML Executive
Operations Manager
Estates Manager
Personal Assistant
Head of Household

These are just a few examples of positions we recruit for, other positions are available.

To see our latest vacancies, please click here –  Private Banking jobs


Here at FINCO Search we are retained by our clients to work on an exclusive and confidential basis. 

That often means that with certain clients, we are representing opportunities with them that are not in the public domain for confidentiality reasons.

We predominantly reach out to candidates directly for mandates that we are working on and only advertise roles to ensure our clients have full visibility of the talent landscape for shortlisting.  

Once engaged on a particular position we support all candidates throughout the recruitment process providing a full briefing on the opportunity, the company and all of the people involved in the hiring process. 

Our personalised approach ensures we are best fit for Family Office professionals looking for their next career move.

If you are interested in being considered for existing or future mandates in the UK or internationally then please call us now on +44 (0) 203 927 5080 or register your CV online here and one of our Specialist Recruitment Search Consultants will contact you ASAP.

FINCO Search has worked on a wide range of Family Office roles globally. 

 Examples of our recent projects:

  • Head of Family Office | London
  • Investment Director | Zurich 
  • Investment Analyst | Singapore
  • Chief of Staff | New York
  • Financial Controller | Geneva 
  • Legal Counsel | London

I wondered if sometimes the difference between a psychopath in Broadmoor and a psychopath on Wall Street was the luck of being born into a stable, rich family.

— Jon Ronson