Your vision. Your investment philosophy. Your commitment to service excellence. These are singular aspects of a much larger “whole” when it comes to serving your high net worth clients. Together, they helped you earn the trust your clients place in you, resulting in mutually-beneficial relationships.

We understand that. And when it’s time to expand your executive team, we know the candidate should be aligned with your organizational DNA and be able to effectively, and effortlessly, serve your diverse clients.

It’s why we begin by engaging in a conversation with you and key stakeholders to learn about your specific needs, your core values, your clients and what you desire in an ideal candidate. Through this comprehensive, intuitive, and highly iterative process we are able to discover subtle factors that are essential in identifying a successful hire with our extensive, national network. During this process, we will also share our perspectives on how your firm and the profile you seek fits into the broader industry landscape, helping to shape a position profile and frame expectations for the search.

Then we utilize our Values-Based Recruiting process to identify and present a slate of credentialed candidates from our extensive network who we feel most closely embody the values that are aligned to your organization, and by extension, to your clients. 

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Discover trends and news that might impact your search and explore why it’s best to “Focus on alignment first, skills second, and the rest will naturally follow.”

Contact Sree to set up a confidential, exploratory call.