Family Offices
Family Offices
Building leadership for multi-generational wealth management
Family offices require leaders who can manage complex wealth structures, coordinate multiple service providers, and preserve wealth across generations. Organizations need executives who understand investment management, tax planning, estate planning, and family governance.
At heads&, we place family office executives who can balance investment performance with family values, coordinate complex service relationships, and build sustainable wealth management structures.
Current Challenges
Next-generation engagement
Engaging younger family members while respecting the values and preferences of the founding generation.
Investment strategy
Building diversified investment portfolios that balance risk, return, and alignment with family values.
Governance and structure
Establishing effective governance structures and operational frameworks that can scale with family complexity.
What We Offer
Family office leadership
Placing CEOs, CIOs, and managing directors of single and multi-family offices.
Investment and advisory
Identifying investment directors, tax advisors, and estate planning specialists for family offices.
Why heads&
We help family offices find leaders who can preserve and grow wealth while maintaining family values and relationships.