Family Office

Family Office

As multi-generational wealth has grown to tremendous proportions around the globe, there has been a proliferation of Family Offices to support the ultra-high net worth community. The rapid expansion of the ecosystem of single and multi-family offices has created unique recruiting challenges for the sector.

At StevenDouglas we understand that all Family Offices are not created equally and they are each formed with a different vision for the future. Our experts understand the nuances of the different types of structures and are adept at identifying the right skill sets for the right situation. Equally, if not more important in this sector, is the cultural fit given the personal nature of the families holdings and in many cases the size, scope, and number of family members being served by the office. Our team has worked with offices of all sizes, start-up to very mature operations, and single to multi-generational operations.

Areas of Specialization:

  • Executive Leadership (CXO)
  • Investment Management
  • Finance & Accounting
  • Trust, Estate and Tax Planning
  • Operations
  • Governance and Compliance
  • Real Estate Management
  • Family Concierge Services
  • Information Technology
  • Governance and Compliance
  • Human Resources
Meet the Team

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