Wealth Arms of Private Equity Firms

Private equity firms are increasingly building their own private wealth platforms—giving UHNW clients, family offices, and advisors direct access to their investment opportunities.

I provide a discreet, embedded solution for the talent needs that come with that build-out:

• Leadership search – Sourcing and securing market heads, regional leaders, and senior coverage roles

• UHNW originator hiring – Identifying MD-level advisors and senior relationship managers from private banking and wealth management platforms

• Succession planning – Quietly building external benches for key roles to prevent gaps if senior leaders are approached by competitors or retire

• Retention diagnostics – Surfacing flight risks and motivators within existing private wealth teams

• Reputation due diligence – Discreet validation of advisors and team leaders before offers are made, helping avoid costly mis-hires

I work across interim, fractional, and advisory models, enabling PE wealth arms to scale without the overhead of a full-time internal team in every region.

Wealth Management Portfolio Companies

Many private equity sponsors either own or hold minority stakes in independent wealth management firms, RIAs, and multi-family offices.

These portfolio companies face three recurring challenges:

• Succession risk for senior advisors and market leaders

• Advisor retention in a competitive hiring landscape

• Integration challenges when adding teams, firms, or new leaders

I partner directly with these companies—or with the portfolio talent teams of their investors—to address these issues through:

• Advisor retention strategies and diagnostics

• Leadership succession planning (external candidate mapping)

• Precision hiring of UHNW advisors and teams

• Pipeline coordination across multiple recruiting sources

By supporting both the sponsor and the portfolio company, I help create a seamless talent strategy that protects enterprise value and accelerates growth.

The Result

Private equity sponsors and their portfolio companies gain a single global partner for:

• Leadership search

• Advisor hiring

• Succession planning

• Retention diagnostics

• Discreet intelligence and market validation

Delivered across the U.S., Europe, APAC, and Latin America.