EXECUTIVE 1

• Family Office Executive (COO) with extensive Asset Management experience

• Well-versed in complex and dynamic family office environments with deep knowledge of succession planning

• Experience working with startup founders and individual private portfolios/alternative investments

• Served in various management roles for a leading US alternative asset management company specializing in REITS ($41B AUM)

• Currently pursuing a certification in Brain Health Coaching with a focus on cognitive optimization in the workplace

• Based in the San Francisco Bay Area with ability to travel

EXECUTIVE 2

• Proven COO for Single Family Offices with a background in private service

• A strategic advisor with over 10 years of experience managing complex initiatives, building high-performance teams, and streamlining processes

• Oversaw FO finances, HR, legal, IT, tax, project management, risk management, family governance, philanthropy, and asset management

• Located in the San Francisco Bay Area

• Open to remote, hybrid, and in-person roles

EXECUTIVE 3

• Expert generalist whose passion is building family offices from the ground up and advising families as they execute on a shared vision

• 20+ years of experience as the President, CFO, and primary point of contact of a single-family office serving four generations

• Expert in individual asset allocation, financial planning, cash flow management, and onboarding of next generation family members

• Based in Chicago

• Open to remote, hybrid, and in-person roles

EXECUTIVE 4

• 30+ years of family office experience including:

• 10+ years of experience at a BIG 4 Accounting firm practicing in national family office tax & consulting services

• 10+ years of experience in Wealth Management & Multi-Family Office (MFO) RIA

• 10+ years of experience in C-suite roles running Multi-Generational Global Single-Family Offices (SFO)

• Experience with private aviation/yacht, buying, selling & managing personal & charter aircraft & marine operations for SFO’s

• Direct oversight of SFO & household employee human resources, IT, data management & cyber risk policies

• Responsible for family’s personal & commercial real estate investments, development & property management including art & collectibles acquisition & oversight

• A diplomatic family office consultant who specializes in designing & building world class family enterprises & impactful philanthropic foundations

• Based in the greater NYC area. Open to relocation, hybrid, and in-person roles

EXECUTIVE 5

• 7+ years of experience leading investment strategies, business development, and operational management for family offices and venture funds.

• Proven track record in managing all aspects of family office operations, including M&A opportunities, investment activities, and new business initiatives.

• Proven ability to identify and capitalize on investment opportunities, drive operational excellence, and build successful teams.

• Invested in over 30 startups and several VC and PE funds, showcasing a keen eye for early and growth-stage investment opportunities.

• 6 years prior experience at a Big 3 consultant firm.

• Located in Los Angeles, CA.

• Open to remote, hybrid, and in-person roles.

EXECUTIVE 6

• Visionary Venture Capital Executive with 20 years of experience in investment management, overseeing nearly $600M AUM across various strategies

• Pioneer in integrating venture capital investment with socio-economic development, achieving significant job creation through a targeted local strategy while managing a diverse portfolio of 60 companies and 35 venture capital firms in the technology space.

• Demonstrated leadership in building and scaling companies from inception to successful exits, coupled with extensive experience in strategic planning, financial oversight, operations, and team culture development.

• Active contributor to economic growth and diversity initiatives, with a passion for philanthropy aimed at fostering prosperity among diverse American youth

• Holds a top-tier academic background with strong oral and written communication skills

• Geographically flexible and able to relocate for the right opportunity

EXECUTIVE 7

• Results-driven Family Office executive with 20 years of experience providing support for UHNW families

• Family office generalist, with knowledge spanning trust and estate strategy, philanthropy, legacy planning, budgeting and reporting, real estate, estate management, household employment, insurance, and lifestyle management

• Experience establishing and operating a private family foundation, educating the board, and furthering its mission within the philanthropy space

• Excels at people management, relationship building, and motivating teams

• Located in the San Francisco Bay Area

EXECUTIVE 8

• Experienced Family Office Executive and Professional Fiduciary with over 20 years of expertise in the formation, management, and oversight of substantial family wealth, private operational businesses, and complex asset portfolios

• Licensed Professional Fiduciary and Certified Managerial Accountant known for meticulous attention to detail and a purposeful approach to client service, underpinned by outstanding verbal, writing, and interpersonal communication skills.

• Demonstrated leadership as COO/CFO in the creation and stabilization of a multi-generational family office, managing assets exceeding $250M across diverse holdings such as equities, private equity, real estate, and luxury assets

• Proven expertise in high-level strategic planning and execution, including the orchestration of sophisticated estate planning instruments, successful navigation of a $40M construction project away from litigation, and the innovative management of aviation and superyacht programs to optimize utility and financial efficiency.

• Extensive experience as CEO/Trustee, skillfully establishing and managing a single-family office, tripling net worth through strategic investment and business development

• Background as a United States Naval Officer

• Located in the greater San Francisco Bay Area

EXECUTIVE 9

• Proven COO with over 25 years of experience in operational excellence and strategic leadership across multiple sectors looking to shift into the Family Office space

• Strong project management skills, excellent collaboration skills, proven leadership skills, and financial acumen

• Expert in overseeing complex projects on the family management side, such as property management, livestock & farm management, and large financial portfolios up to $5.9 Billion

• Skilled in Six Sigma process improvements, CRM technology redesign and implementations, and leading change management strategies

• Located in Morris, CT, with extensive remote work experience

• Open to remote, hybrid, and in-person roles

CHIEF OF STAFF 1

• Experienced in managing properties and operations globally across different time zones

• Managed a variety of staff: EA/PA's, property managers, secretaries, chefs, house staff, security, etc

• Owner’s Representative in all construction, renovation, design, and development projects

• Based out of Florida

CHIEF OF STAFF 2

• A true operator and generalist with a great network and an entrepreneurial spirit. A great fit for a family looking for a Chief of Staff who can build systems, handle both their personal and business lives, and reach deep into her network to make magic happen.

• 15+ years of private service experience on both the business and domestic side

• Based in New Jersey

• Open to in-person, remote, and hybrid roles

CHIEF OF STAFF 3

• A great fit for a family office in need of a high-level Chief of Staff or Chief Administrative Officer

• Experienced in Estate management overseeing up to 5 staffed properties

• 8+ years of experience overseeing all facets of a Principal’s personal and professional life

• On the corporate side, oversaw and managed executive teams, HR division improvements, and a portfolio of industrial real estate investments

• Helped establish and develop processes for a startup family office for her previous Principals

• Located in Houston, TX

CHIEF OF STAFF 4

• Innovative Trusts, Estates, and Tax Attorney with expertise in advising over 500 high-net-worth families, navigating complex tax laws to preserve generational wealth and achieve philanthropic goals

• Distinguished service as a Presidential Appointee in the Obama-Biden Administration at the U.S. Department of Education

• Brings a diverse professional background, from tax and estate planning for UHNW families to operational management in early education and strategic roles in government, demonstrating versatility and the ability to thrive under pressure

• Based in the Bay Area; open to relocating to major cities such as Washington, D.C., New York City, and Boston for the right opportunity

ESTATE MANAGER 1

• A versatile leader with a true service heart who thrives in households that value hard work, a get-things-done approach to service, and employee longevity

• 12+ years of experience in household management from running errands to organizing the home to helping plan and execute formal events and parties

• Loves working with families with children and creating a peaceful home environment

• Based out of San Diego

• Open to in-person and hybrid roles / relocation

PRIVATE CHEF 1

• Innovative, plant forward chef who is very strategic from a nutrition perspective. Equally excellent at cooking technical dishes and standard fare.

• 24+ years of experience as a private chef to high-end clientele

• Expert in farm-to-table, plant-forward, and California Fresh cuisine as well as alternative diets such as Paleo, plant-based, and sports performance diets

• Certified Functional Nutritionist

• Based in San Francisco

• Open to in-home and prepare-and-deliver households

PRIVATE CHEF 2

• A passionate Chef with a warm, humble personality and a formal background who enjoys the diversity of family-forward cooking as well as Fine Dining.

• Michelin Star Chef trained in France with 25 years of international experience (Singapore, Australia, United Kingdom) in Fine Dining, International staple dishes, and private culinary service.

• Excels at creating nutritious and delicious meals sourced from local, fresh and organic ingredients, while accommodating client’s preferences, allergies, and dietary restrictions.

• Well traveled, meticulous, highly organized, clean, polite, courteous and discreet, with a drive to bring value and anticipate needs.

• Based in the San Francisco Bay area; willing to travel

• Open to in-home and prepare-and-deliver households

PRIVATE CHEF 3

• 20 years of experience as a sous chef in Michelin-starred restaurants and 5+ years of experience as a Private Chef

• Wide range of cuisines, including California, French, Japanese, Italian, Hungarian, and Scandinavian

• Excels at planning custom menus, sourcing the best ingredients, and handling food safely

• Located in Santa Rosa, CA. Open to relocating to the Bay Area for the right opportunity

EXECUTIVE ASSISTANT 1

• Well-rounded EA/PA professional who is excellent at working directly with principals and in client-facing environments

• Extensive experience in bookkeeping, project management, invoicing, proposals, and office oversight in the construction/contracting industry

• Proficient with Quickbooks, Microsoft Excel, ADP, Paychex, Google Drive, Procore, and project management programs like Asana and Trello

• Located in Los Angeles

• Open to in-person, remote, and hybrid roles