Overview
We are conducting a retained executive search for a confidential client—a nationally recognized, private equity-backed advisory firm—to identify a Family Office Services Leader who can drive exponential growth and innovation across a thriving national platform. The firm aims to 4x its growth over the next 5 years, and this is a true “build opportunity” for a strategic leader with both a deep network and the ability to generate and expand client relationships. The ideal candidate is a recognized player in the private wealth and private investment (PEI) space, with a reputation for being a business catalyst and a strong presence in the outsourced accounting and family office market.
Key Responsibilities
* Serve as the strategic builder and leader of the Family Office Services practice, owning P&L, client relationships, and delivery excellence.
* Lead and scale a high-performing team focused on outsourced accounting, consolidated financial reporting, bill pay, and family office administration.
* Actively expand the firm’s footprint in UHNW and family office markets, leveraging your network to drive new client acquisition.
* Work closely with internal tax, advisory, and estate planning experts to offer a seamless, high-touch client experience.
* Identify, pursue, and lead inorganic growth opportunities, including team acquisitions and lateral hires.
* Champion modern technology platforms and process innovation across service delivery.
Ideal Candidate Profile
* 17+ years of experience in the private wealth, UHNW, or family office advisory space, ideally including tenure at firms such as the Big 4, large national firms or large multi-family offices.
* A true business catalyst with a deep network, strong client relationship skills, and a proven ability to acquire and grow client relationships proactively.
* Brings their own book of business or referral base, with the credibility to expand existing client relationships and accelerate firm growth.
* Strong leadership and team-building experience, including the potential to bring a team or scale new service offerings.
* CPA or equivalent credential preferred.
* Hands-on experience with family office structures (LLCs, LPs, trusts), outsourced accounting platforms, and consolidated reporting tools.
* Commercial acumen with the ability to drive top-line revenue and strategic visibility within the firm.
Why This Role Stands Out
* Aggressive growth mandate: Join a PE-backed firm with the capital and executive support to rapidly expand the Family Office offering.
* National platform: Build on a strong base of existing UHNW clients and cross-service capabilities.
* Strategic visibility: Report directly to executive leadership and influence firm-wide decisions.
* Entrepreneurial runway: Ideal for a builder—someone with the firepower, relationships, and track record to leave a lasting mark on the industry.
Seniority level
* Executive
Employment type
* Full-time
Job function
* Finance and Accounting/Auditing
Industries
* Accounting, Business Consulting and Services, and Investment Management
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