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Family Office Executive Search is one of the only family office recruiting and executive search firms globally that exclusively focuses on working with single and multi-family offices.  While many finance recruiters have done some work with family offices we help operate family offices, create them, help them find co-investment opportunities, and meet with them daily.

Competitive Advantage:  The advantage of working with Family Office Executive Search is that we have the largest database of talent in the industry, with over 83,000 professionals in our Family Office Club association, a for profit trade industry group that we operate we have access to 1,000’s of single family offices and even more multi-family offices.

Mission: Our mission is to place the most qualified professionals compatible with the unique characteristics of a specific family office to ensure a harmonious relationship for many years.

Unlike many of our competitors, we not only drive the recruitment process, but are also involved at every stage of the search, from the initial approach, to successful placement. This ensures a professional, clear and seamless process for both client and candidate. Our reputation is crucial to our success, therefore we strive for excellence in the service we provide and in the people we employ. We will always maintain the highest ethical standards, incorporating integrity, honesty and professionalism in everything we do.

Our Values:

  1. Laser Focus:  Family offices have unique needs and concerns, that is why we dedicate the time and energy to focus solely on one family office’s needs at a time.
  2. Listening:  We listen to the family offices that we work with.  One of our competitive advantages is that we listen very closely to the advice, feedback, and guidance that we have received from the hundreds of single and multi-family offices we have worked with.
  3. Long-Term Orientation: From our 50+ conference speeches and chairmanships, to founding and growing our 83,000+ member family office association called The Family Office Club, our team has discovered that taking a long-term approach to listening first, providing value first, and developing relationships first is the only way to do business in the family office industry.

Contact Us

Family Office Executive Search

Phone: (407) 369-9130
Fax: : (480) 772-4041
Office Hours: 8:45AM – 5:00PM EST
Headquarters 
328 Crandon Blvd. Suite 223
Key Biscayne, Florida 33149
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West Coast Office
3300 NW 185th Ave Suite #108
Portland, OR 97229
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South American Office
395 Rua Mossamedes Tatuapé
Sao Paulo, Brazil
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Terry Penn: CEO of Family Office Executive Search

Terry Penn Family Office RecruiterTerry Penn: As Managing Director of Family Office Executive Search Terry brings 15+ years of confidential Executive Search in the Property and Casualty, Financial Services, Banking, Real Estate and Real Estate Finance industries at all levels. Additional search experience for his clients include key positions in fraud, risk, IT, security and loss prevention.  Terry is now head of Family Office Executive Search and oversees all strategy, mandates, and relationship within this areaof the business.  Family Office Executive Search is part of the Family Office Club association, the #1 largest community of family office professionals globally with quarterly 400-1,000 person live events and many other resources.

Richard C. Wilson: Founder and Chairman of the Family Office Club

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Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office a single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single family office management (SingleFamilyOffices.com), family office conferences, search, family office database research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.

Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.  Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston.  Richard currently resides on the island of Key Biscayne, Florida with his wife and two daughters.

Theo O’Brien: Managing Director

Wilson Capital-1013Theo O’Brien serves as Managing Director at the Family Office Club.  Theo is in charge of developing and delivering our family office training services, the family office newsletter, and other resources to family offices.

Theo brings to the team several years of experience in alternative investments, business strategy and marketing.  He is widely-recognized for his extensive research and writing on private equity and hedge funds which includes the production of hundreds of articles, interviews, books and video modules.  Prior to joining Richard Wilson Capital Partners, Theo worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group.

 

Rafael Tassini: Family Office Research Associate 

RafaelRafael Tassini is one of our Family Office Research Associates.  Rafael has been conducting research for the Family Office Club and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.

Rafael is always creating and researching new areas of the family office and wealth management space.  Rafael holds a Bachelor’s Degree in International Business and Business from Universidade Paulista.

Charles B Wilson: Director of Association Resources

Wilson Capital-1002-EditCharles B. Wilson helps develop many of the Family Office Club resources from audio interviews to training materials and video content.  Charles produces and edits the training videos, video recordings of team member speeches at conferences, audio interviews and other family office resources. Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Office Club website.

 

Adriana Albuquerque: Client Services Specialist

Wilson Capital-1044Adriana Albuquerque is responsible for assisting Family Office Club clients and helps with on-site coordination of our workshops and events.  Adriana works with Ashley to assure that our clients are satisfied and that we are always finding new ways to deliver value to our clients.  She also assists Rafael with his ongoing research on the family office industry.  Adriana obtained her Bacherlor’s Degree from Harvard University.

 

Learn more about our proprietary search process and family office talent database.