FAMILY OFFICE RECRUITING

Discreet Recruiting for Complex Family Office Organizations.

Ramax recruits investment, finance, accounting, tax, operations, administration, wealth, and leadership talent for single family offices and multi family offices.

Discuss Your Search

A DIFFERENT KIND OF ORGANIZATION

Family Office Roles Often Combine Breadth, Trust and Judgment.

Family offices can combine investment management, wealth planning, accounting, tax, estate coordination, operations, administration, and personal service inside one organization.

That creates roles that may be broader, more confidential, and more relationship-driven than comparable titles at traditional financial institutions.

Ramax focuses on the actual scope of the role, the family or client environment, the investment structure, and the level of discretion and ownership required.

Family office professionals discussing investment and financial priorities

THE FAMILY OFFICE LANDSCAPE

No Two Family Offices Are Structured the Same Way.

Some family offices operate like institutional investment firms. Others combine wealth management, operating businesses, real estate, tax, philanthropy, and personal financial administration.

The right search depends on understanding that structure and the kind of professional who can operate effectively within it.

WHERE WE HELP

Recruiting Across Family Office Functions.

INVESTMENT

Investment and Portfolio Talent

CIOs, investment directors, portfolio managers, research, private markets, alternatives, and broader investment professionals.

FINANCE

Finance, Accounting and Tax

CFOs, controllers, finance directors, accountants, tax professionals, reporting, treasury, and financial administration.

WEALTH

Wealth and Client Advisory

Wealth advisors, planners, relationship managers, client service, and professionals supporting multigenerational wealth.

OPERATIONS

Operations and Leadership

COOs, operations, administration, HR, governance, executive support, and professionals who keep the organization running.

SEARCH EXPERIENCE

Representative Family Office Searches.

Our completed search experience has included family office and RIA related mandates such as:

Director, Alternative Investments
Family Office

Controller
Family Office

Director of Finance
Family Office

Manager, Financial Planning
Family Office / RIA

Wealth Advisor
Family Office / RIA

Client Relationship Manager
Wealth Management

View more completed searches

The best family office hire combines technical capability with judgment, discretion, flexibility, and the ability to operate in a highly relationship-driven environment.

ROLES WE RECRUIT

Across Investment, Finance, Wealth and Operations.

Ramax supports individual searches and broader team buildouts across financial services. Our practice areas are specific, but not every mandate fits neatly into a category. We are always open to discussing a specialized search where our experience and recruiting process can add value.

Chief Investment Officer

Investment Director

Portfolio Management

Private Markets

Controller

Finance Director

Tax

Treasury

Wealth Advisor

Financial Planning

Operations

Administration

HOW RAMAX WORKS

Understand the Family Office Before Defining the Search.

Define the EnvironmentWe learn the structure, investment model, family or client needs, governance, team, and the true scope of the role.

Map Candidates With the Right RangeWe identify professionals who combine the technical experience and judgment needed for a family office environment.

Stay Close to the SearchSenior attention remains close to market mapping, outreach, evaluation, communication, and closing throughout the process.

Family office professional considering your next move? Explore current opportunities or contact Ramax for a confidential conversation.

Tell Us What You Are Hiring For.

Share a few details about the role, team, or talent need. Ramax will review the mandate and follow up directly.