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FAMILY OFFICE EXECUTIVE SEARCH
FAMILY OFFICE EXECUTIVE SEARCH
The Family Office Executive Search Process: The following is the process that
our 13 person team uses to complete thorough and confidential executive
search mandates for family offices globally.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Search Process
1. Determine Unique Skills and Abilities Needed by the Specific Family
Office.
Throughout this part of the process we are thoroughly developing a list of
qualified professionals that will fit the mold of the specific family office that
is seeking a new member for their team.
Our team will comprehensively investigate not only the background of the
individuals, but also the family office to ensure a harmonious relationship
for many years to come.
We provide a thorough search process because hiring the wrong individual
for your unique situation could lose you money and set you back
significantly.
We have helped launch, improve, commercialize, and allocate capital for
families and family offices, so we may be able to help operationally with
other insights that go beyond simple executive search mandates.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process
2. Competency Based Tests and Interview.
In order to ensure the individual has the proper skills needed to coexist
within a family office environment, we will methodically test and interview
each potential hire to guarantee they are a match for the family office.
Throughout the initial screening process we will perform a comprehensive
background check to confirm accurate information.

Connect with our Team: To get started on getting to know each other
please call us at (212) 729-5067 or email us at
Clients@FamilyOfficeExecutiveSearch.com.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process
3. Final Interview and Job Placement.
We will narrow done the field of potential hires to our top five and conduct
final interviews.
In this final stage of interviews we will be looking for three crucial traits the
individual must posses. First, they must have a personality they will work
well with the family office.
Next, there must be a cultural fit between the individual and the family
office.
Lastly, the individual must be a problem solver. Rigorous testing will ensure
that the individual poses these three traits.

Connect with our Team: To get started on getting to know each other
please call us at (212) 729-5067 or email us at
Clients@FamilyOfficeExecutiveSearch.com.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process
4. Contract Negotiation.
We will help negotiate a fair contract for both parties.
We are knowledgeable in industry standards for all positions held within a
family office and understand the difficulties negotiating a new deal in a
family office.
We will help with the communication between the two parties and get a
best deal for everyone involved.

Connect with our Team: To get started on getting to know each other
please call us at (212) 729-5067 or email us at
Clients@FamilyOfficeExecutiveSearch.com.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process
5. Continued Communication with the Family Office and New Hire.
We will have ongoing communication with the family office and the new
hire to ensure there is a lasting relationship.
We pride ourselves in placing the correct individual for the family office and
guarantee the new hire will be with the family office after the first year of
employment.
We also have a unique compensation model option for those families who
care most about the longevity of the new hire, and avoids large upfront
costs.

Connect with our Team: To get started on getting to know each other
please call us at (212) 729-5067 or email us at
Clients@FamilyOfficeExecutiveSearch.com.

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process
Laser-Focused on Family Office Mandates is one of the only global family
office recruiting and executive search firms globally that exclusively focuses
on working with single and multi-family offices.
Global Family Office Talent Database: The advantage of working with us
here at Family Office Executive Search is that we have the largest database
of talent in the industry, with over 73,000+ professionals in our Family
Offices Group association.

We have met with over 1,200 family offices face-to-face in over 15
countries, and we have relationships with over 50 families through
our Billionaire Family Office division. Through our data research, bestselling
book on family offices, quarterly family office training workshops, live
webinars, training platform, and great brand recognition we have a marked
advantage both in reach and understanding.
To Learn more about Family Office Executive Search, visit our website:
http://FamilyOfficeExecutiveSearch.com/

FAMILY OFFICE EXECUTIVE SEARCH PROCESS

Family Office Executive Search Process

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Family Office Executive Search

  • 1. FAMILY OFFICE EXECUTIVE SEARCH FAMILY OFFICE EXECUTIVE SEARCH
  • 2. The Family Office Executive Search Process: The following is the process that our 13 person team uses to complete thorough and confidential executive search mandates for family offices globally. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Search Process
  • 3. 1. Determine Unique Skills and Abilities Needed by the Specific Family Office. Throughout this part of the process we are thoroughly developing a list of qualified professionals that will fit the mold of the specific family office that is seeking a new member for their team. Our team will comprehensively investigate not only the background of the individuals, but also the family office to ensure a harmonious relationship for many years to come. We provide a thorough search process because hiring the wrong individual for your unique situation could lose you money and set you back significantly. We have helped launch, improve, commercialize, and allocate capital for families and family offices, so we may be able to help operationally with other insights that go beyond simple executive search mandates. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process
  • 4. 2. Competency Based Tests and Interview. In order to ensure the individual has the proper skills needed to coexist within a family office environment, we will methodically test and interview each potential hire to guarantee they are a match for the family office. Throughout the initial screening process we will perform a comprehensive background check to confirm accurate information. Connect with our Team: To get started on getting to know each other please call us at (212) 729-5067 or email us at Clients@FamilyOfficeExecutiveSearch.com. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process
  • 5. 3. Final Interview and Job Placement. We will narrow done the field of potential hires to our top five and conduct final interviews. In this final stage of interviews we will be looking for three crucial traits the individual must posses. First, they must have a personality they will work well with the family office. Next, there must be a cultural fit between the individual and the family office. Lastly, the individual must be a problem solver. Rigorous testing will ensure that the individual poses these three traits. Connect with our Team: To get started on getting to know each other please call us at (212) 729-5067 or email us at Clients@FamilyOfficeExecutiveSearch.com. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process
  • 6. 4. Contract Negotiation. We will help negotiate a fair contract for both parties. We are knowledgeable in industry standards for all positions held within a family office and understand the difficulties negotiating a new deal in a family office. We will help with the communication between the two parties and get a best deal for everyone involved. Connect with our Team: To get started on getting to know each other please call us at (212) 729-5067 or email us at Clients@FamilyOfficeExecutiveSearch.com. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process
  • 7. 5. Continued Communication with the Family Office and New Hire. We will have ongoing communication with the family office and the new hire to ensure there is a lasting relationship. We pride ourselves in placing the correct individual for the family office and guarantee the new hire will be with the family office after the first year of employment. We also have a unique compensation model option for those families who care most about the longevity of the new hire, and avoids large upfront costs. Connect with our Team: To get started on getting to know each other please call us at (212) 729-5067 or email us at Clients@FamilyOfficeExecutiveSearch.com. FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process
  • 8. Laser-Focused on Family Office Mandates is one of the only global family office recruiting and executive search firms globally that exclusively focuses on working with single and multi-family offices. Global Family Office Talent Database: The advantage of working with us here at Family Office Executive Search is that we have the largest database of talent in the industry, with over 73,000+ professionals in our Family Offices Group association. We have met with over 1,200 family offices face-to-face in over 15 countries, and we have relationships with over 50 families through our Billionaire Family Office division. Through our data research, bestselling book on family offices, quarterly family office training workshops, live webinars, training platform, and great brand recognition we have a marked advantage both in reach and understanding. To Learn more about Family Office Executive Search, visit our website: http://FamilyOfficeExecutiveSearch.com/ FAMILY OFFICE EXECUTIVE SEARCH PROCESS Family Office Executive Search Process