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Private Equity & Family Office Solutions

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Specialized Financial Executive Search

For more than two decades, Alliance Resource Group has shaped best-in-class Finance and Accounting teams for clients across the nation. Our network encompasses 100,000+ financial professionals, with thousands of successful placements spanning interim and full-time executives to essential support staff across all industry sectors. Our Private Equity & Family Office Solutions Division focuses exclusively on:

Private Equity

Family Office

Investment Management

Hedge Funds

Real Estate & REITs

Business Management

The Alliance Advantage

What sets us apart is our team’s hands-on industry experience. We don’t just understand these sectors—we’ve worked in them. Our real-world perspective enables us to identify exceptional talent who possess both the technical expertise and unique characteristics essential for success in investment and wealth management environments.

Executive Leadership

Executive Leadership & Infrastructure

  • Chief Financial Officer, Controller, and Support Positions
  • Family Office Financial Infrastructure Development
  • Complete Financial Team Building
  • REIT Reporting and Compliance
  • Human Resources Leadership Placement
Wealth Management

Wealth Management & Tax Expertise

  • Ultra-High Net Worth Tax Compliance and Planning
  • Strategic In-House M&A Tax Structuring
  • Asset Management
  • Flow-Through Entity Taxation
  • Single/Multi-Family Office Financial Management
  • Business Management Services

We recognize the deeply personal nature of building your Private Equity or Family Office team. Our focus extends beyond qualifications and experience—we seek professionals who align with your values and vision, fostering long-term commitment and success.

Private Equity & Family Office excellence starts here.

Connect With Us

What People Say...

“We had never brought this type of expertise in-house, so we weren’t sure what level of experience we needed. Alliance Resource Group showed us a slate of candidates with varying levels of experience. Our search was successful, and we came back to Alliance again the next time we needed talent.”

— Partner, Middle-Market, Private Equity Firm Specializing in Tech and Fintech

“I value Alliance Resource Group's complete transparency. They keep me informed of search progress, candidate feedback, and market trends. Alliance helps me to maintain our firm's competitive edge. They are an exceptional partner."

— VP of Talent, Large Family Office

“I wasn't actively looking for a new role when Alliance Resource Group reached out to me about a position at a high-profile family office in LA. While I’m willing to listen to new opportunities, I’m rarely interested. However, the recruiter provided so much detail about the role – the responsibilities, the culture, the long-term growth potential, and even the potential challenges – that I could really picture it. I'm thrilled I decided to pursue this opportunity. I'm now with a large, highly respected family office, working with a great team and making more money. Since then, I've also referred several friends and colleagues to Alliance with great results.”

— Family Office Controller, Family Office

“I really appreciated the way the Alliance worked with me through the interview and offer process. I believed I was underpaid and was asking for a bigger than normal market jump. They explained the pros and cons of asking for such a large percentage bump. They advocated for me and got me a great offer. I highly recommend them.”

— Director of Financial Reporting, REIT

See All Testimonials
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