Chief of Staff Solutions for Family Office

Preserve Legacy and Grow Generational Wealth with a Chief of Staff


Family Office Talent Solutions

We help Family Offices utilize a strategic force multiplier, dedicated to transforming family operations through cross-functional execution while principals focus on legacy building and strategic wealth management, ensuring seamless governance and multi-generational continuity.

What We Offer

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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 principals, 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 are dedicated to transforming family operations through cross-functional execution while principals focus on legacy building and strategic wealth management, ensuring seamless governance and multi-generational continuity.

Process

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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

  • Chiefs of Staff help establish clear decision-making frameworks, communication protocols, and succession planning processes that ensure smooth generational transitions while preserving family unity and wealth continuity.

  • Chiefs of Staff 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

Christina Skipper
Chief of Staff

Molly Kettle
Chief of Staff

Carolyn Mander
Chief of Staff

Hannah Tönissen
Chief of Staff

Ellie Atkeson
Chief of Staff

Sabina Wilson
Chief of Staff

Kevin Kluck
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

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4-6 weeks to Recruit

Ongoing Engagement

Focus on long-term, sustained growth and strategic partnership

Work with Family Office Principal

Executive Recruiting Success Metrics

25K+

in our Network

96%

Success Rate*

Our Recruitment Team

Kaitlin Boileau
Recruiter

Kim Nguyen
Recruiter

*Searches since 2020

Emily Whiting
Recruiter

Lauren Schaad
Recruiter

300+

Leaders Served

Meredith Leighty
Recruiter

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

We only bring on top talent. We have a three round interview process and reference check all of our candidates.

Deep Expertise

All of our Chiefs of Staff have been senior operators before, and have held the title of COO & CoS.

Framework

We have a proven framework that has been tested and refined across many company sizes, industries and growth strategies.

Ready to Partner with Us?

Schedule a Consult With Us Today

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