Family Office Finance Search

Finance leadership for family offices and asset managers.

A growing part of our work. CFOs, Controllers, and finance leaders for family offices, the businesses they operate, and the asset managers they work with.

Hazeltine Executive Search places finance leaders for family offices and asset managers. That includes Controllers for the operating businesses a family office owns, CFOs for the office itself, and senior finance and capital markets leaders at asset managers building out a platform. It is newer than our energy and industrial work and growing, mostly by referral.

What we place


Operating company Controllers and CFOs

For the businesses a family office owns, often in distribution, logistics, food, industrial, and energy.

Family office CFO and Controller

Multi-entity reporting, investment accounting, tax coordination with outside advisors.

Asset manager finance leadership

CFO, head of finance, and capital markets leaders for firms building a platform.

What's different about these searches


  • Discretion. Many family offices don't want their name in a job post or a recruiter's pitch. We don't post these roles and we don't name the client in early outreach.
  • Two bosses. An operating company Controller answers to the business and to the family. We screen for people who can do both.
  • Long tenure. Families think in decades. We look for people who want to stay.
A family office had worked with other firms for 12 months and seen 68 candidates without a hire. We placed their CFO in a few months.Search example

Questions


Do you work with single-family and multi-family offices?

Yes.

Can you hire for the businesses a family office owns, not just the office?

Yes. That is where most of our family office work started.

How do you keep these searches quiet?

We don't post the role, we don't name the client in early outreach, and candidates agree to confidentiality before they see details.

Is this your main focus?

Our core is energy and industrial companies and their PE sponsors. Family offices and asset managers are a growing area for us.

How we reach candidates

We pick up the phone.


A lot of recruiting is LinkedIn InMails and emails sent out in bulk, hoping something sticks. We build a targeted list for every search, and our first outreach is a phone call. The best finance leaders aren't scrolling job boards or talking to five recruiters. They get plenty of messages and very few calls. Across hundreds of searches, the phone call has found our best candidates, the ones who weren't looking. Then the Position Package lets them see the hiring manager and the role on video before the first interview.

What clients say


“Hazeltine has been a wonderful partner in helping us identify high level candidates in developing our organization.”President, single family office

Family office or asset manager hiring finance leadership?

Call our office at (832) 371-6235.

Start the Conversation