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Family Office Executive Search & Selection

Strategic Guidance in Family Office Management

Locating and selecting staff for wealthy families and family-owned companies is very different from recruiting for corporate clients.

  • It requires an understanding and appreciation of the intricacies and special needs of the family members in order to meet expectations and reach successful conclusions.
  • It also requires patience, discipline and experience in the field to handle the family issues that overshadow the business aspects of the job.

The Qualities That Add Value to our Client Relationships

  • Our impressive track record of working with wealthy families and private investors gives us an unmatched understanding of what works and doesn’t work.
  • Based on this experience, we intimately understand the importance of personal chemistry and behavioral characteristics on the success of a search.
  • Additionally, our family office consulting practice provides extensive counseling on the impact of family dynamics on the management of the family business or family office and their employees.

A Disciplined Process That Takes the Guesswork out of Staff Selection

Anyone can play matchmaker and introduce candidates for jobs. That’s the easy part. What gets overlooked is the selection process. How do you determine that the person you are meeting is the right person for the job and will meet your expectations? A poor investment in human capital can result in extensive financial and psychological damage.

Our highly customized process helps our clients determine the key factors that will:

  • Minimize the risk of making a bad hire and
  • Maximize their return through the selection and retention of quality people.
Our reputation is built on our ability to meet clients’ needs with integrity, confidentiality and discretion.

The Following is an Overview of our Process and Methodology:

Pre-Search
Consultin
Candidate
Recruiting
Selection
Process
Transition
Management
Reach consensus on goals, objectives and expectations.

Assess work environment. Outline mandate for position being filled.

Develop job profile, candidate criteria and compensation plan.

Identify prospective candidates.

Conduct extensive personal interviews and behavioral style profiling.

Perform preliminary reference checking.

Manage client’s interview process and evaluation against set criteria.

Assist in job offer negotiations.

Conduct extensive background, criminal and credit checks.

Assist with candidate orientation.

Conduct periodic performance assessments.


Download a printer friendly version on our Family Office Client Information HERE
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Three out of every four assignments are with repeat clients. We must be doing something right.


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info@trgsearch.com