Family Office

Case Study: Family Office

A successful, entrepreneurial CEO with varied investments and philanthropic endeavors wanted to expand his Private Family Office turned to Executives Unlimited, Inc. as a trusted partner and advisor.

family_office_euiHe was seeking an operationally savvy Chief of Staff to act as the CEO’s fiduciary, confidante and trusted personal and business advisor, to manage the CEO’s business and personal endeavors.

Executives Unlimited identified five highly qualified candidates. The CEO selected an individual with 12 years’ experience as a Chief Financial Officer/General Counsel to a Private Family Office which was distributing its assets to beneficiaries.

Subsequently, the CEO partnered with Executives Unlimited, Inc. once again to identify a qualified Executive Administrator to report to the Chief of Staff. The Executive Administrator would act on behalf of the office of the CEO and as a liaison between the CEO’s businesses and his Family Office. The Executive Administrator selected by the CEO is an MBA whose experience included serving as Executive and Personal Assistant to a high-profile Celebrity.