WDA Careers / Family Office Search
Family Office Search
Operating leaders who coordinate the office, its advisors and the principal’s responsibilities across family, investment and private affairs — where discretion is as much a requirement as capability.
A different set of requirements
Family office roles blend institutional operations with proximity to a family's personal affairs. The work spans governance, reporting, vendor and advisor coordination, and the day-to-day operating rhythm of the office.
Discretion is not a soft preference here. It is a core requirement of the role, alongside longevity: these hires are expected to stay, and to hold context that is expensive to rebuild.
How we search
We take the time to understand the family, the office, and the environment before we approach the market. Structures vary widely — single family, multi-family, investment-led, or primarily private — and the right profile follows the structure.
Every search is tailored from start to finish, with direct involvement throughout the process rather than a handoff after the brief.
Roles we search
- Chief of StaffThe operator closest to the principal or family.
- Family Office OperationsDay-to-day operating rhythm of the office.
- Investment Office OperationsSupport across the investment function.
- Private Office OperationsPersonal, property, and household coordination.
Common questions
What does a family office Chief of Staff do?
The mandate varies by office, but it typically covers priorities and follow-through across the family's institutional and personal affairs — coordinating advisors, overseeing reporting and governance, and carrying enough context to act on the principal's behalf in defined areas.
How do you handle confidentiality?
All inquiries and engagements are held in strict confidence. Discretion is standard in this work, on both the client and candidate side.
Do you search for single family and multi-family offices?
Yes, along with investment offices and private offices. Structure shapes the profile, so we scope it at the outset of each search.
Can you also place roles outside of operations?
Our focus is the operating roles closest to the principal. If a mandate falls outside that focus, we will say so rather than take an engagement we are not the right firm for.