Private Wealth Management Recruiters | Executive Search
CSI recruits top-talent for private wealth management / family office clients. You’ve spent a long time working to accumulate your wealth. Let CSI help you to recruit a wealth management leader who can work with you to preserve and grow your assets and effectively transfer your wealth to the next generation. Family office leaders are specifically trained to assist in managing investments, taxes, philanthropic activities, trusts, and legal matters and typically are a wise choice families with over $100M in assets.