Retained Executive Search

Confidential Leadership Recruitment

Family offices depend on a small number of people they can trust completely — the CIO who runs the portfolio, the operators who keep it running, and the specialists who manage risk. We find those leaders quietly, often before they're on the market, and protect the family's privacy at every stage.

Fluent in Trading and Investment Talent

Many of the strongest candidates for family-office and digital-asset roles come from Chicago's proprietary trading and investment firms. We understand how those professionals work, how they're paid, and what it takes to move them — from deferred compensation to non-compete and garden-leave periods. Whether the need is a seasoned CIO, a discretionary portfolio manager, or an operator who can build a new function, we help principals judge both capability and fit.

Tailored to Each Family

No two family offices operate the same way. We shape each search around the family's governance, investment philosophy, risk tolerance, and long-term goals — whether it's a multi-generational office or a newer, entrepreneurial one with exposure to digital assets.

How Each Search Is Structured

Every search is retained and paid in three installments, each tied to a milestone: the start of the engagement, delivery of the shortlist, and the final placement. Principals hear from us directly at every stage, and candidate conversations stay confidential on both sides until everyone is ready to move forward.

Support Beyond the Placement

A search isn't finished when the offer is signed. We help plan the transition — including notice and garden-leave periods — and stay in close contact with both the family and the new leader through their first months, so the hire has the best chance of lasting.