Partnering with Ultra-High Net Worth Families to Build Enduring Legacies
Dedicated leadership solutions for family offices and their unique portfolio needs, focusing on the essential step of selecting the right person to manage the family office from the outset.
At Wells Onyx, our Family Office Practice Group is dedicated to partnering with family offices and their advisers to meet the unique portfolio needs of each family office. Our approach goes beyond the conventional, focusing on the essential yet often challenging step of selecting the right person to manage the family office from the outset.
We understand that the success of a family office hinges on effective leadership. We provide tailored executive search services to identify and place top-tier leaders who align with the family's values and strategic goals, ensuring continuity across generations.
Beyond the family office itself, we extend our expertise to privately owned or collaboratively owned portfolio companies. Our deep understanding of family office dynamics enables us to source leadership that respects family governance structures.
Partnering with advisers to offer strategic insights and support in navigating complex decisions and challenges, ensuring that the family office's interests are always prioritized. We serve as trusted partners in wealth preservation and growth.
The family office ecosystem continues to expand as ultra-high net worth families seek sophisticated wealth management and legacy planning solutions
We place leaders across all family office structures, understanding the unique governance and operational challenges of each model
Dedicated offices serving one ultra-high net worth family, typically managing $100M+ in assets with full-service wealth management and family governance.
Shared service models serving multiple families, offering economies of scale while maintaining personalized investment and advisory services.
Family office functions integrated within existing business structures, often found in entrepreneurial families with ongoing business operations.
Outsourced family office services coordinating external providers, ideal for families seeking professional management without dedicated staff.
Investment-focused entities managing family capital with sophisticated portfolio management, alternative investments, and direct investment capabilities.
Purpose-driven investment vehicles and impact initiatives designed to engage younger family members in wealth stewardship and social responsibility.
Family office leadership requires unique expertise in wealth management, family dynamics, and multi-generational stewardship
Strategic leaders who can manage complex family dynamics while delivering superior investment performance and wealth preservation.
Investment professionals with expertise in alternative investments, direct deals, and sophisticated portfolio construction for family capital.
Operations leaders who can scale family office infrastructure while maintaining the personalized service families expect.
Experts in family constitution development, next-generation education, and multi-generational wealth transfer planning.
C-suite leaders for family-owned businesses and portfolio companies who understand family ownership dynamics and governance.
Mission-driven investment professionals who can balance financial returns with family values and social impact objectives.
Risk professionals specializing in family office exposures, including reputational risk, cyber security, and family safety protocols.
Financial management experts who can handle complex family reporting, tax optimization, and multi-entity accounting structures.
Family office success requires exceptional leadership that understands both sophisticated wealth management and complex family dynamics. Let Wells Onyx help you find leaders who will preserve and grow your family's legacy across generations.
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