Family Office CFO Search
Family office CFO search, run quietly.
CFOs for the office itself and for the operating businesses it owns.
Hazeltine Executive Search runs confidential CFO searches for family offices and the companies they own. We don't post these roles and we don't name the client in early outreach. Candidates hear about the seat through a Position Package they watch on video, after agreeing to confidentiality.
How family office CFO searches run through The Hazeltine Process
- Recorded intake. We start with a recorded video intake with your hiring manager: the seat, the first year, and why it is worth a strong candidate's time.
- A Position Package candidates watch. We don't cold-pitch the role. We ask passive candidates if they would review a short Position Package, with your hiring manager on video, before the first call.
- Video interviews with finalists. Candidates complete a structured, recorded video interview. Your team watches and rates them in the Hazeltine Portal before spending an hour on anyone.
- AI does the prep. People make the calls. We use AI to research and prepare. Every conversation with you and with candidates is a person on the phone.
- Weekly check-ins and a year of follow-up. We calibrate with your team every week, and we stay with your hire through the first year.
See The Hazeltine Process →
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 makes these searches different
Discretion
Many families don't want their name in a job post or a recruiter's pitch. Ours stay quiet.
Two bosses
An operating company CFO 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.
Roles we place
Family office CFO · Family office Controller · Operating company CFO · Operating company Controller
A large family office spent 12 months and reviewed 68 candidates with other firms and couldn't close a CFO. Hazeltine placed the right one in a few short months.Search example
Questions
How do you keep a family office CFO search confidential?
We don't post the role, we don't name the client in early outreach, and candidates agree to confidentiality before they see details.
Do you work with single-family and multi-family offices?
Yes, and with the operating businesses they own.
What do you screen for in a family office CFO?
Multi-entity reporting, investment accounting, coordination with outside tax advisors, discretion, and the judgment to work for both the business and the family.
