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

EXECUTIVE 10

• Accomplished real estate developer and hospitality specialist renowned for innovation and skilled project leadership.

• Recognized for crafting distinctive lifestyle hotels and wellness resorts, with a talent for managing intricate initiatives and cultivating strategic alliances.

• Boasts over two decades of experience in the real estate and entertainment domains, offering a seasoned global outlook and a documented history of triumph.

• Demonstrated expertise extends to executive roles as Chief Operating Officer within single-family offices, directing comprehensive operations encompassing financial stewardship, HR, legal affairs, and asset oversight.

EXECUTIVE 11

• Over 20 years of leadership experience as an expert generalist, including as COO of a family office, with a focus on strategic decision making and operational excellence.

• Currently COO for a single-family office, where she established the office's structure, team, and systems, and manages daily operations.

• Prior experience in buy-side and sell-side organizations, focusing on maximizing returns and managing risk in dynamic market conditions.

• Strong commitment to mentoring and empowering team members, fostering a culture of growth and continuous improvement.

• Open to significant travel and relocation, particularly in hybrid or remote roles, currently based in Manhattan and willing to relocate to Florida.

EXECUTIVE 12

• Family Office Generalist (CIO, COO, Board Member) with over 20 years of broad experience in finance, investment management, and strategic operations

• Currently serving an impact focused single family office with investments in public and private securities (funds, co-invests, and directs), a real estate portfolio, and a philanthropic foundation

• Manage a significant portfolio, overseeing direct investments, acting as CFO/COO and serving on multiple boards

• Extensive background in asset and risk management having spent over 20 years in Asset Allocation, Alternative Hedge Funds and Venture Capital/Private Equity

• Helped build out a Single Family Office transitioning from its legacy multi-generational platform to achieve the family member’s strategic vision, mission, and goals.

• High caliber Operator, with Operations leadership experience in a family office, unicorn startup, hedge funds and a venture capital fund

• Based in the San Francisco Bay Area, California

• Open to relocation for the right opportunity

EXECUTIVE 13

• Experienced Chief Investment Officer (CIO) and Chief Operating Officer (COO) with expertise in Single Family Office formation and management

• Proven track record in investment strategy, portfolio management, and asset allocation for UHNW clients

• Strong financial acumen across public equities, private equity, hedge funds, and real estate

• Skilled in deal origination, underwriting, and due diligence for various investment opportunities

• Based in Miami, FL, with openness to remote, hybrid, and in-person roles

• Demonstrated success in managing $150M AUM and driving multi-million-dollar revenue growth

• Holds a Master of Science in Financial Management

EXECUTIVE 14

• Seasoned financial professional known for delivering customized portfolio solutions for billionaires, centi-millionaires, high net worth, and institutional clients, using a business owner's mindset to achieve positive investment outcomes.

• Led a 30-person investment research team overseeing $50 billion in assets under management at BMO U.S. Wealth Management.

• Recognized for expertise in total portfolio management, including private markets, hedge, equity, and fixed assets, with responsibilities in asset allocation, implementation, and risk management.

• Deep experience and highly developed skillset in tax efficient investing.

• Excellent written and verbal communication skills sharpened as a professional journalist and financial lecturer at multiple universities.

• Holds an M.S. in Finance from Boston College, an M.A. in Journalism from Marquette University, and a B.A. in English Literature from the University of Wisconsin.

• Based in Portland, Oregon, with a willingness for relocation

EXECUTIVE 15

• Highly experienced project management professional with over 10 years of experience in advising ultra-high net worth individuals and families.

• Currently serves as a director in a family office advisory role, where he leads strategic initiatives for numerous high-net-worth families and oversees significant financial and operational projects.

• Extensive experience in streamlining complex processes and driving operational efficiency across multiple high-stakes projects, including philanthropic strategies, property management, hiring, cash flow planning, and complex financial transactions.

• Specializes in providing guidance on establishing family offices, ensuring regulatory compliance, and optimizing wealth transfer and tax efficiency.

• Holds a Master's degree in Economics with a double concentration in International Economics and Finance Management from an Ivy League university.

• Interested in New York area opportunities.

EXECUTIVE 16

• Accomplished executive with 20+ years of experience building and leading complex family offices and managing multi-asset portfolios for ultra-high-net-worth individuals

• Expertise in investment management, strategic planning, real estate, capital markets, alternative investments, financial planning, tax, trust & estate, insurance, accounting, and risk management

• Founded and managed a family office with assets exceeding $2B, overseeing 30+ operating entities and a multi-jurisdictional team of professionals and service providers

• Led major real estate transactions, private and public equity investments, and managed high-value assets including fractional jet and yacht ownership

• Extensive background on Wall Street, including senior roles at leading global investment banks, with experience in high-volume trading, equity strategies, and client advisory

• Developed and implemented systems for payroll, benefits, reporting, and family governance; adept at coordinating with top-tier banks, law firms, and advisors

• Based in the New York area; open to consulting, leadership, or advisory roles within family office, investment, or strategic planning environments

• Multilingual, with international experience and a broad network across financial, legal, and commercial sectors

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

CHIEF OF STAFF 5

• Over 20 years of global leadership in event marketing, business operations, and strategic planning, delivering measurable growth and operational efficiency for C-suite executives and top-tier organizations

• Successfully launched and led a global marketing consultancy, managing high-impact campaigns and premium event activations for clients in finance, technology, and entertainment across the US, Europe, and Asia

• Served as Chief of Staff to executive leadership at a prominent investment firm, where she streamlined both business and family office operations, reduced operational costs by 10% through process optimization, and provided comprehensive support across executive and personal domains

• Directed multi-million dollar marketing and engagement campaigns in the pharmaceutical and financial sectors, driving consistent year-over-year revenue growth, expanding brand presence, and increasing project delivery nationwide

• Orchestrated executive-level corporate programs at world-renowned sporting events, including the Olympics, The Masters, Super Bowl, Ryder Cup, and US Open, managing budgets up to $10M and leading cross-functional teams

• Recognized for expertise in stakeholder engagement, strategic partnerships, and executive concierge services for family offices, startups, and financial firms

• Holds a Bachelor of Arts in Art History, is based in Charlottesville, VA, and is willing and able to travel, with extensive experience in hybrid and international work environments

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

PRIVATE CHEF 4

• Highly experienced culinary professional with over 27 years in the industry

• Currently serves as Director of Culinary Training Academy at a major non-profit organization

• Extensive experience in developing and implementing culinary training programs in multiple major U.S. cities

• Specializes in healthy and medically necessary diets, food as medicine, and accommodating various dietary restrictions and allergies

• Holds an Associate Degree in Culinary Arts from Sullivan University's National Center for Hospitality Studies, Louisville, Kentucky

• Co-authored “Destination Chef: A Culinary Training Program Guide to Becoming Food Service-Ready in Ten Weeks”, and has been featured on national TV shows

• Received awards including Kitchen Manager of the Year from a state restaurant association and Distinguished Alumni Award from alma mater

• Based in San Francisco, CA

  
  

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