The Challenge
A rapidly growing single family office with more than $3 billion in assets under management needed a second Controller to support its expanding financial operations.
The role required an experienced professional capable of overseeing complex financial reporting across multiple entities and investments, coordinating personal and business insurance, managing tax preparation, producing sophisticated cash flow and ROI analyses, and responding to a wide range of ad hoc reporting requests.
Beyond the technical requirements, the hiring process involved multiple stakeholders, each with different priorities and perspectives.
The extended interview process required careful coordination, making it essential to identify the right candidate while maintaining momentum and engagement.
The Solution
Alliance leveraged its deep specialization in the family office market to quickly identify and present four highly qualified family office professionals within weeks of launching the search.
Candidates were sourced from Alliance’s proprietary network and referrals, rather than traditional recruiting channels, including several who were not actively seeking opportunities or even visible on LinkedIn.
Throughout the lengthy interview process, Alliance acted as the central point of communication between the candidate and the client, managing expectations, coordinating feedback among stakeholders, and proactively keeping the candidate informed and engaged.
The Outcome
Alliance placed a Controller with experience in both single family and multi-family offices, as well as broad exposure to diverse investment structures, multiple industries, sophisticated financial reporting, and highly customized executive reporting. Equally important, the new hire possessed humility, professionalism, and a collaborative nature aligned with the family’s culture. Despite extended decision-making, Alliance kept the candidate engaged, enabling the family office to hire a skilled leader to support its continued growth.