The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees

Overview

Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills including leadership, empathy, collaboration and respect; and (3) a personality that’s a good fit with multiple family members across generations. Here are three considerations family leaders should keep in mind as they work to recruit and retain the best possible talent to lead their SFOs.

Advisor Thinking