A family office is only as good as the people running it. Experience matters most in the roles that handle money, records and investment decisions.
Roles that usually come first
Many offices start with an operations or finance lead who can run accounting, reporting and controls, then add investment staff once the strategy is written. See who to hire first for a family office.
Checking experience
- Ask for specific examples of work in a family office or similar private setting.
- Check references from families, not just employers.
- Run background checks on anyone who can move money.
- Agree pay, incentives and conflict rules in writing.
The full guide is Part 8: Single Family Office Talent Search.
Educational only. Nothing on this site is investment, tax, legal, accounting or other professional advice, or a recommendation on any security, manager, structure or allocation. Speak with qualified professionals before acting.