Financial Services | Investment
Family Office Recruiters
Matching Top Family Office Candidates in the Wealth Management and Private Banking Industries with Clients Around the World
Expert Family Office Recruiters
Family offices are responsible for handling growth, investable assets, and wealth management on behalf of families. Family office services may also include assistance with day-to-day budget planning, legal services, and succession planning.
The success of each family office is directly linked to its executives. In order to cater to a specific family, family members, or family businesses, these professionals need to gain an in-depth understanding of the family’s wealth management needs, goals, and values.
At Keller, we understand the importance of hiring the right candidates for your single-family office or multi-family office. We work with family office clients from around the globe, offering continuous support and providing the very best talent across several industries, including wealth management.
What We Do
In addition, our family office professionals also provide each client in the family office sector with reliable and efficient recruitment solutions. Unlike other executive search and recruitment firms and their common methods, Keller employs a collaborative, client-first approach to recruiting talent. We tailor our strategy to align with the specific needs of our clients.
Employing this approach ensures that we recruit candidates with the passion and expertise to add continued value to your organization and propel it forward.
Our recruitment services include:
Assessment
The goal of our executive search firm is to locate and recruit quality candidates seeking jobs in single or multi-family offices, who will align well with the unique needs and company culture of our clients. Our expert consultants and recruiters ensure that each candidate we place will benefit their organization.
We begin our recruitment procedure by first gaining a deep knowledge of your family office, its goals and long-term view, your executive search needs, and which qualities you look for in prospective employees. We then compare these valuable insights to your existing team, identifying gaps that need to be filled.
Talent Acquisition
Upon completion of our assessment, our team of expert family office recruiters fine-combs our vast network of professionals in order to find the right candidates for your available position. We value inclusivity, and focus on finding a diverse range of executives, each with the skills and experience necessary to succeed in your business.
This exhaustive search ultimately allows us to provide our clients with a tailored list of exceptional talent well-suited to their needs.
Organization Transformation
When you collaborate with Keller and hire carefully selected experts pulled from our expansive database, you take the first step towards transforming your organization and gaining an advantage over competitors in the asset management industry.
Our Approach to Family Office Executive Search
In essence, Keller’s customer-centric, teamwork-driven recruitment strategy begins by comprehending the needs of your business and the obstacles it faces, before launching into an exhaustive search to find solutions for those challenges. We continuously assist and advise, throughout recruitment as well as the hiring and onboarding process.
Our Fields of Expertise
Keller has a proven track record of successfully staffing family offices and the various areas of expertise within them. Some of these fields include:
- Accounting
- Administrative
- Finance/ Financial Services
- Human Resources
- Legal
- Management
- Philanthropy
- Tax
Positions We Find Placements For
As a top-tier recruitment agency, Keller has generations of experience providing clients with the best talent in the wealth management sector. Our recruiters work side-by-side 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 roles.
Keller’s family office recruitment services cover critical posts across the environment—from finance to disciplines managing complex portfolios and preserving generational wealth. Our headhunting processes are also tailored to help organizations connect with the best C-suite leaders and strategic directors 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; Keller’s search consultants tailor each engagement to the unique objectives and culture of the family we serve.
Keller pairs a consultative approach with sophisticated technology, extensive industry expertise, and market intelligence to locate the best candidates faster, ensure precise culture fit, and build enduring relationships that extend well beyond a single hire.
Why Choose Keller's Family Office Recruiters?
We make use of our years of experience in family office recruitment and expansive network of industry professionals to pinpoint the right fit for your family office.
What sets us apart from many of our competitors is Keller’s unparalleled commitment to providing exceptional service. We waste no resources in upholding the high rates of customer satisfaction we have become renowned for.
Our Promise - The Right Hire
Through the years, we have built lasting relationships with our clientele, by providing continued support to ensure high employee retention rates for your business.
At Keller, our team of consultants and recruiters dedicates itself to conducting each executive search process with professionalism, discretion, and unwavering respect for the privacy and safety of the family offices we serve.
Let Keller play a crucial role in your future 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!
Client Testimonials
“We needed professionals for our family office who could handle complex financial planning while maintaining the personal touch our clients expect. Keller’s service was spot-on—they introduced us to candidates with both the technical know-how and the discretion necessary for this unique environment. We’ve already seen smoother operations and more trust from our clients.”
- Emily D., Chief HR Officer
“Our family office required a mix of administrative and investment expertise, and Keller really took the time to understand that balance. Their team guided us through each step, presenting well-qualified professionals who align with our values. Bringing these new hires on board has streamlined our portfolio management and day-to-day oversight.”
- Michael S., Director of Executive Recruitment
“We sought a strategic advisor for our family office who could manage sensitive financial matters and support our long-term vision. Keller provided candidates who not only had top-tier credentials but also shared our commitment to personalized service. The individual we hired has already enhanced our investment decisions and improved collaboration among all stakeholders.”
- Rachel B., VP of Talent Strategy
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Your Premier HR Partner
Tailored Excellence
Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations
Nationwide / Global Talent Acquisition
Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations
HR Advisory Services
We offer expert advice to optimize HR processes, boost efficiency, reduce workload, and increase employee retention and engagement.
Fast Turnaround time
Our consultants expedite searches, cutting time-to-hire while securing the best talent available.
Comprehensive Solutions
Beyond recruitment, we provide value-added services from organizational health to leadership development programs
Our Search Practices
Keller follows the highest industry standards when searching for talent for its clients.
Replacement Program
We contractually commit to replacing any hire that doesn't meet expectations.
Industry-Leading Assessments
We provide thorough evaluations, including personality insights, for shortlisted candidates.
Off-Limits Protection
We protect our clients’ interests by marking their entire company workforce off-limits for our candidate sourcing. We prioritize your business excellence.
Dedicated Points of Contact
Every client has two points of contact with Keller. An account manager and a senior consultant This ensures fast & continued response
Unbiased Third-Party References
We conduct extensive background checks, covering credit, education, criminal, and employment history. We also perform security checks when needed.
