An Introduction to Staffing Your Family Office

While every Family Office is unique, there are some best practices for staffing an office to ensure it functions efficiently and optimally and future proofs your family office. Building a Family Office from scratch involves a number of recruiting decisions based on the vision of the Principal and family and the purpose of the office.

In this guide, we have compiled our advice on staffing your Family Office, based on over 20 years’ experience of advising Principals globally on how to find and select the people who work for them.

Here you will find the following:

  • How to staff your Family Office
  • Key Family Office roles
  • In what order to hire staff
  • How Somers Partnership can assist your hiring process

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To find out more about how we can assist with staffing your Family Office, contact Mark Somers for a free, confidential consultation at or for a more detailed guide to establishing and staffing your family office, read our latest book Family Office Fundamentals: Human Capital Matters

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