Chief of Staff Solutions for Family Office
Preserve and Enhance Legacy with a Chief of Staff
Family Office Talent Solutions
Unlock the full potential of the Chief of Staff function within your the Family Office. Our advisory solutions are designed to elevate CoS talent, implement best-in-class operating practices, and develop a strategic coordination approach that aligns family values, investment objectives, and wealth management across generations.
What We Offer
01
02
03
04
Strategic CoS Development
Equip your Chiefs of Staff with pre-built frameworks, playbooks, and peer learning opportunities to enhance their leadership and execution capabilities.
Family Office CoS Operating Model
Establish a comprehensive Chief of Staff structure that aligns with your family office's governance model and long-term wealth management objectives, ensuring consistent execution across all family and investment activities.
Executive Leadership Coaching & Capability Building
Provide targeted 1:1 coaching and custom development programs for Chiefs of Staff and senior leaders, strengthening their ability to coordinate family priorities, manage complex stakeholder relationships, and support multi-generational decision-making.
Governance Integration & Leadership Scaling
Create standardized frameworks that enable Chiefs of Staff to enhance family office operations, improve communication between family members and advisors, and build scalable leadership capabilities that support sustainable wealth stewardship across generations.
By building a comprehensive Chief of Staff development initiative, your Family Office strengthens organizational effectiveness and enhances coordination across family and investment priorities.
Let’s build a cohesive, high-impact Chief of Staff network that transforms operations and accelerates success.
Interim Chiefs of Staff quickly align on timelines and value creation goals, integrate seamlessly with your existing teams and governance structures. Our scalable support model ensures consistent execution, backed by clear performance metrics that track directly to your Family Office.
Process
01
02
03
04
2-4 weeks to Match & Engage
6-12 Month Engagement
Focus on strategic initiative execution and integration, supporting existing resources
Work with Family Office Principal
Sample Deliverables
Operating System & Cadence
Cross-Functional Program Management
Roadmap & Strategic Planning
Proven Use Cases for a Chief of Staff
-
Our structured governance programs help establish clear decision-making frameworks, communication protocols, and succession planning processes that ensure smooth generational transitions while preserving family unity and wealth continuity.
-
We enhance investment committee effectiveness through streamlined decision processes, improved advisor coordination, and strategic planning frameworks that align investment decisions with family values and long-term wealth preservation objectives.
-
Our structured 30-60-90 day programs prepare next-generation family members and key executives for stewardship roles through mentoring, governance training, and strategic thinking development that supports sustainable wealth management across generations.
Our Chief of Staff Interim Team
Alex Jonas
Chief of Staff
Jennifer Lien
Chief of Staff
Jamie Cole
Chief of Staff
Kaitlin Boileau
Chief of Staff
Caroline Hoyle
Chief of Staff
Kim Nguyen
Chief of Staff
Priya Ponnapula
Chief of Staff
Florian Rittmeyer
Chief of Staff
Johnny Drozdek
Chief of Staff
Molly Kettle
Chief of Staff
Sabina Wilson
Chief of Staff
Chief of Staff Executive Recruiting helps Family Offices support multi-generational success by coordinating strategic family initiatives, maintaining organizational effectiveness, and fostering seamless collaboration across family members, advisors, and investment professionals.
Process
01
02
03
04
4-6 weeks to Recruit
Ongoing Engagement
Focus on long-term, sustained growth and strategic partnership
Work with PE firm or portfolio companies
Executive Recruiting Success Metrics
8,000+
96%
Proven Results in Family Office Environments
-
Past CoS hires failed due to capability mismatches and administrative focus, while the principals multiple roles create competing priorities requiring a senior, operator to manage strategic initiatives and coordinate complex responsibilities.
-
We contracted a Fractional CoS to align with big-picture vision, clarify and operationalize ideas, manage the flow of priorities, and drive execution across multiple initiatives.
-
Provided principal with strategic life management through weekly tactical execution support and comprehensive strategic planning using structured frameworks.
-
Needed to onboard a new CoS who had never held the role before. With an existing Chief of Staff at the family office level and a new one dedicated to a portfolio business, the principal wanted clear frameworks and coaching to set the hire up for success.
-
We customized our Chief of Staff Accelerator Coaching Program to provide onboarding support, practical frameworks, and tailored coaching for the role.
-
Eighteen months later, the Chief of Staff has successfully integrated into the family office and is delivering substantial strategic value across all key initiatives.
Why Us?
Top Talent
Deep Expertise
Framework
Ready to Partner with Us?
Schedule a Consult With Us Today