Family Office
What is a family office?
A family office is a private company established by an ultra-high-net-worth family (or multiple families) to manage all aspects of their life, including investments, assets, and lifestyle management.
personal and professional growth
This is the area where I will see the most professional and personal opportunities to learn and grow in ways that touch every part of your life.
Here, you are exposed to the inner workings of finance, investing, wealth management, trusts, accounting, and philanthropy.
The lessons you absorb in this environment, strategy, risk, growth, and stewardship, become tools you can apply in your own life, turning what you do for others into lasting value for yourself.
My Favorite area to Work In
While I have recruited in all sectors of the finance industry, this is my favorite since it is multifaceted in the scope of work that an EA, PA, Chief of Staff, or Lifestyle Manager will do.
It is also the one that brings the most frustration when job searching, since the responsibilities are far and wide, there is no consistency in titles, and most positions are filled through referrals.
This is why I created the FOC-Family Office Collective to support those who work in this niche area, so they can have a support system that is curated just for them.