CEO / CFO / COO

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
10+ years at a BIG 4 Accounting firm practicing in national family office tax & consulting services
10+ years in Wealth Management & Multi-Family Office (MFO) RIA
10+ years in C-suite roles running Multi-Generational Global Single-Family Offices
Experience with private aviation/yacht, buying, selling & managing personal & charter aircraft & marine operations
Direct oversight of SFO & household employee human resources, IT, data management & cyber risk policies
Responsible for family's personal & commercial real estate investments
A diplomatic family office consultant specializing in designing & building world class family enterprises
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
Proven track record in managing all aspects of family office operations
Invested in over 30 startups and several VC and PE funds
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
Pioneer in integrating venture capital investment with socio-economic development
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
Active contributor to economic growth and diversity initiatives
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
Experience establishing and operating a private family foundation
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
Licensed Professional Fiduciary and Certified Managerial Accountant
Demonstrated leadership as COO/CFO managing assets exceeding $250M
Extensive experience as CEO/Trustee, tripling net worth through strategic investment
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
Strong project management skills, excellent collaboration skills, proven leadership skills
Expert in overseeing complex projects including property management and large financial portfolios up to $5.9 Billion
Skilled in Six Sigma process improvements and 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
Recognized for crafting distinctive lifestyle hotels and wellness resorts
Over two decades of experience in real estate and entertainment domains
Demonstrated expertise as Chief Operating Officer within single-family offices

EXECUTIVE 11

Over 20 years of leadership experience as an expert generalist, including as COO of a family office
Currently COO for a single-family office, established the office's structure, team, and systems
Prior experience in buy-side and sell-side organizations
Strong commitment to mentoring and empowering team members
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
Currently serving an impact focused single family office with diverse investments
Extensive background in asset and risk management including Alternative Hedge Funds and VC/PE
High caliber Operator with experience in family office, unicorn startup, and hedge funds
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)
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
Based in Miami, FL, with openness to remote, hybrid, and in-person roles
Demonstrated success in managing $150M AUM
Holds a Master of Science in Financial Management

EXECUTIVE 14

Seasoned financial professional delivering customized portfolio solutions for billionaires and centi-millionaires
Led a 30-person investment research team overseeing $50 billion in AUM at BMO U.S. Wealth Management
Recognized for expertise in total portfolio management including private markets
Deep experience and highly developed skillset in tax efficient investing
Holds M.S. in Finance from Boston College, M.A. in Journalism from Marquette University
Based in Portland, Oregon, with a willingness for relocation

EXECUTIVE 15

Highly experienced project management professional with over 10 years advising UHNW individuals
Currently serves as a director in a family office advisory role
Extensive experience in streamlining complex processes and driving operational efficiency
Specializes in providing guidance on establishing family offices and ensuring regulatory compliance
Holds a Master's degree in Economics from an Ivy League university
Interested in New York area opportunities

EXECUTIVE 16

Accomplished executive with 20+ years building and leading complex family offices
Founded and managed a family office with assets exceeding $2B
Extensive background on Wall Street, including senior roles at leading global investment banks
Developed and implemented systems for payroll, benefits, reporting, and family governance
Based in the New York area; open to consulting, leadership, or advisory roles
Multilingual, with international experience and a broad network

Chief of Staff

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
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
Helped establish and develop processes for a startup family office
Located in Houston, TX

CHIEF OF STAFF 4

Innovative Trusts, Estates, and Tax Attorney with expertise advising over 500 high-net-worth families
Distinguished service as a Presidential Appointee in the Obama-Biden Administration
Brings diverse professional background from tax and estate planning to operational management
Based in the Bay Area; open to relocating to major cities

CHIEF OF STAFF 5

Over 20 years of global leadership in event marketing, business operations, and strategic planning
Successfully launched and led a global marketing consultancy
Served as Chief of Staff to executive leadership at a prominent investment firm
Orchestrated executive-level corporate programs at world-renowned sporting events
Based in Charlottesville, VA, willing and able to travel

Estate Manager

ESTATE MANAGER

A versatile leader with a true service heart who thrives in households valuing hard work
12+ years of experience in household management
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

PRIVATE CHEF 1

Innovative, plant forward chef who is very strategic from a nutrition perspective
24+ years of experience as a private chef to high-end clientele
Expert in farm-to-table, plant-forward, and California Fresh cuisine
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 formal background
Michelin Star Chef trained in France with 25 years of international experience
Excels at creating nutritious and delicious meals from local, fresh and organic ingredients
Well traveled, meticulous, highly organized, clean, polite, courteous and discreet
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
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 and sourcing the best ingredients
Located in Santa Rosa, CA. Open to relocating to the Bay Area

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
Specializes in healthy and medically necessary diets, food as medicine
Holds an Associate Degree in Culinary Arts from Sullivan University
Co-authored "Destination Chef" and featured on national TV shows
Based in San Francisco, CA

Executive Assistant

EXECUTIVE ASSISTANT 1

Well-rounded EA/PA professional excellent at working directly with principals
Extensive experience in bookkeeping, project management, invoicing, proposals
Proficient with Quickbooks, Microsoft Excel, ADP, Paychex, Google Drive, Procore
Located in Los Angeles
Open to in-person, remote, and hybrid roles

Featured Candidates

CEO / CFO / COO

EXECUTIVE 1

EXECUTIVE 2

EXECUTIVE 3

EXECUTIVE 4

EXECUTIVE 5

EXECUTIVE 6

EXECUTIVE 7

EXECUTIVE 8

EXECUTIVE 9

EXECUTIVE 10

EXECUTIVE 11

EXECUTIVE 12

EXECUTIVE 13

EXECUTIVE 14

EXECUTIVE 15

EXECUTIVE 16

Chief of Staff

CHIEF OF STAFF 1

CHIEF OF STAFF 2

CHIEF OF STAFF 3

CHIEF OF STAFF 4

CHIEF OF STAFF 5

Estate Manager

ESTATE MANAGER

Private Chef

PRIVATE CHEF 1

PRIVATE CHEF 2

PRIVATE CHEF 3

PRIVATE CHEF 4

Executive Assistant

EXECUTIVE ASSISTANT 1

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