Family Office Executive Search

Our Approach to Family Office Executive Search

The goal of our executive search firm is to locate and recruit quality candidates for openings in single or multi-family offices who will be a good fit for the specific needs, family values, governance styles, and company culture of our clients. Our disciplined process begins with an in-depth analysis of our client’s family office to make sure that every candidate we place will add value to their organization.

Using the information we obtain from our analysis, we generate a profile for the ideal candidate that includes the characteristics and skills that our client is looking for. This is the basis of our search, and helps us ensure that we only recommend candidates who match the hiring criteria. From there, our family office recruiters begin to map the market for the right talent. We don’t just rely on inbound applicants, job boards, or outdated databases. We also approach passive candidates directly who are already employed but could be open to the right offer.

We keep inclusion and diversity at the forefront of our candidate selection process, considering all candidates equally for the role regardless of their age, race, or ethnic group. This further widens the pool of viable talent, ensuring we leave no stone unturned in our search.

We then assess every candidate on a deeper level to verify their professional credentials, career history, and cultural fit. This includes psychometric tests, skills-based assessments, and competency interviews. The result is a curated slate of pre-screened candidates who clearly possess all the traits needed to be successful in the role.

Finally, we present these individuals to our client, who has the final say on who to hire.

Behind Our Recruitment Process

With the help of a passionate team of recruiters with over two decades of collective experience, we have refined our executive recruitment process into the bespoke approach we offer today. However, it began as a one-size-fits-all approach that didn’t take into account the nuances of recruiting for senior-level roles. This led to a few blunders along the way, one of which became the turning point for our firm.

A major client had hired us to fill a critical leadership position and, instead of designing a plan to suit their specific needs and culture, we went along with our generic process. This decision quickly demonstrated the shortcomings of this method for recruiting for high-level roles.

While the candidate we recommended for the aforementioned role was competent, they were a poor match for the rest of our client’s management staff. The placement failed as a consequence, but it showed us the importance of cultural alignment for leadership positions.

This made us rethink our approach to search and led us to the customer-focused method we now use. This change resulted in better placement outcomes for our clients and more positive testimonials for our firm, which steadily increased our renown for reliable, high-quality services.

At present, we are one of the highest-ranking executive search firms in the world, helping employers secure the human capital they need for family office roles thanks to our tried and tested approach.

Our Insights contain information and practical advice on how to increase employee engagement and retention at your firm. Read more below.

Some Areas We Specialize In

Our firm has a proven track record of successfully staffing family offices and the various disciplines within them. Some of these fields include:

• Accounting
• Administrative
• Finance/ Financial Services
• Human Resources
• Legal
• Lifestyle Management
• Management
• Philanthropy
• Tax

Examples of Roles We Recruit For

As a top-tier recruitment agency, Keller Executive Search has years of direct experience providing clients with the best talent in the wealth management sector. Our recruiters work closely with single and multi-family offices around the world, many of which rely on our deep industry knowledge, proven recruitment process, and direct access to a global network of highly qualified candidates to fill key positions.

Our recruitment services cover critical posts across family office environments, from finance to disciplines managing complex portfolios and preserving the wealth of multi-generational families. Our headhunting processes are also tailored to help organizations connect with the best C-suite executives and senior leaders, from family office CFOs to Family Office Managers, who oversee areas like accounting, financial planning, and analysis, as well as specialists such as Treasury Analysts and General Counsel.

These examples are illustrative, not exhaustive; our specialist consultants tailor each engagement to the unique objectives and culture of the family office we serve.

Why Choose Keller Executive Search as Your Family Office Recruitment Partner?

We pair a consultative approach with sophisticated technology, functional expertise, and market intelligence to locate the best candidates faster, ensure precise culture fit with the family principal and wider team, and build long-term partnerships that extend well beyond a single hire.

We do more than simply fill positions; we provide support on an ongoing basis to assist family offices with navigating wealth management, asset management, investment strategy, asset allocation, and succession planning. As our clients’ family offices expand, we remain their trusted partner in recruitment, making sure they have the human capital to manage complex portfolios and sustain financial security in the long run.

What sets us apart from many of our competitors is our unparalleled commitment to providing exceptional service. We waste no resources in upholding the high rates of customer satisfaction we have become renowned for. Furthermore, we engage in continuous learning to ensure our services remain relevant and up to date. This includes keeping abreast with where the top talent is currently engaged. We also value client and candidate feedback as it alerts us to potential gaps and blindspots in our services.

Our Promise – The Right Hire

Our team of consultants dedicates itself to conducting each executive search with professionalism, discretion, and unwavering respect for the privacy and safety of the family offices we serve. To accomplish this, we uphold stringent NDAs that prohibit us from sharing information about our clients or candidates with third parties, comply with local data-privacy laws, and store all information securely within encrypted databases.

While we are committed to sourcing top-tier talent for our clients’ family offices, we acknowledge the limitations of our own approach in predicting every possible outcome of a search. To account for unforeseen circumstances and instances where factors out of our control prevent a candidate from accepting a role, we offer a 365-day replacement program.

Let Keller Executive Search play a role in your long-term success by providing your wealth management firm or family office with the candidates needed to lift it to new heights. Schedule a consultation and speak to one of our expert recruiters, today!