Keller Executive Search Case Studies

One Search Results in Two Executive Hires at a Leading Multi-Family Office

The quality of the candidates that Keller Executive Search presented meant that the firm could deliver an outcome beyond its original brief, two senior appointments from one engagement. The Head of CFO Services had spent his entire career in UHNWI family office and private wealth advisory. He had led a Finance-as-a-Service practice at a large national advisory firm and, prior to that, developed outsourced CFO, treasury, and investment oversight structures for a family office managing more than $15 billion in assets. The second appointment was a Senior Relationship Manager with a similarly specific background. After having built a single-family office from the ground up, he spent the next several years managing a concentrated portfolio of UHNWI client relationships at the level of wealth and complexity the firm’s clients represent.