Search Specialist Focused on Family Offices
We have a long track record — over 20 years — of successfully placing highly qualified candidates who have helped our clients meet their goals and achieve business results.
We measure our success by the following key indicators:
LONG TERM FIT
75% of the candidates we place are still employed with our clients after three years.
LONG TERM RELATIONSHIPS
85% of our business comes from candidates and clients with whom we have worked before.
EXPERTS IN ACCOUNTING & FINANCE
95% of our search engagements are for one of the following financial management roles:
- Chief Financial Officer
- Financial Planning & Analysis
- Financial Reporting
- Internal Audit
- Public Accounting
1000 Fourth Street, Suite 300
San Rafael, CA 94901