Family office recruiting for the way you operate.

Search for the work behind the wealth

We recruit across the functions that keep a family office effective, including investment and portfolio roles, family advisory and relationship leadership, operations, finance, technology, and senior management. The right brief may call for a specialist, a versatile operator, or a leader who can bring clarity to a growing platform. We start by understanding the work, decision-making style, stakeholders, and expectations attached to the role.

• Investment: CIO, investment professionals, portfolio construction, research, and alternatives-focused roles
• Advisory: family office advisors, relationship leaders, governance, and next-generation support
• Operations: COO, finance, administration, technology, and risk-oriented roles
• Leadership: senior executives who can set direction while staying close to execution

Confidentiality with practical boundaries

A family office search can involve sensitive information about principals, family dynamics, investment activity, and internal structure. We handle conversations discreetly and share information thoughtfully, while being clear that confidentiality depends on the agreed process and the parties involved. NLR is a recruiting and search service—not a regulated legal, tax, or investment advisor—so legal, tax, and investment decisions remain with your qualified professionals.

Alignment is more than a title match

Credentials matter, but they are only one part of fit. We look at the scope a candidate has actually owned, how they communicate, how they work with principals and advisors, and whether the role's pace and level of discretion suit them. A focused intake helps distinguish must-have experience from learnable skills and gives candidates a more accurate view of the opportunity.

• Define the mandate, reporting relationships, decision rights, and first-year priorities
• Separate required technical experience from preferred background
• Agree on who needs to be involved and when in the interview process
• Set a clear, respectful communication path for candidates and stakeholders

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A search process built around your context

We can support a targeted executive search, a team or function build-out, or an ongoing recruiting relationship. The process typically moves from role definition and market mapping to discreet outreach, qualification, interviews, and offer-stage coordination. Timing and scope depend on the role, market, and decisions your office needs to make; we will set expectations after learning more about the search.

Start with a useful conversation

Bring the question you are actually trying to solve: a new hire, a succession need, a capability gap, or a role that has been difficult to define. We will help clarify the brief and determine whether NLR is the right recruiting partner. For broader guidance, see our RIA hiring resources and advisor transition resources.