Placement Specialties

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Family Office, VC, and PE

Talent Acquisition Services

Legacy Search Advisors is THE preferred talent acquisition relationship for a rapidly expanding network of Multi-Generation Ultra High-Net-Worth & Multi-Billionaire Families across the United States.  

Legacy Search Advisors is honored to serve these clients and we understand the critical focus on confidentiality, discretion, quality and the most critical aspect, family culture fit.  We execute these intimate searches with complete family anonymity within our trusted network of premier candidates.  This trusted approach has guided us from one successful placement, to the next, in this secret society.

Legacy Search Advisors’ Family Office, Venture Capital and Private Equity Talent Acquisition Services division offers a wide range of placement capabilities to include:

  • Executive Directors / Family Office Presidents
  • CFO’s
  • Chiefs of Staff
  • Controllers
  • Tax Directors / Staff
  • Fund Accountants
  • Investment Reporting Analysts
  • Valuation Analysts
  • Deal Sourcing & Execution Analysts
  • Estate / Property Managers
  • Real Estate Development Accounting Directors / Staff
  • Human Resource / Household Employee Managers
  • Concierges
  • Office Managers
  • Executive Assistants / Personal Assistants
  • Special Searches Unique to your Family Needs

Accounting / Finance

  • CFO’s
  • Controllers
  • FP&A Directors
  • Tax Directors
  • Treasury Directors
  • Finance Managers
  • Tax Managers
  • Treasury Managers
  • Accounting Managers
  • Staff & Senior Accountants
  • Financial Analysts
  • Tax Associates
  • All levels of Public Accounting (Partner through Staff in Audit, Tax and Mixed Desk)
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  • Chief Lending Officers
  • Chief Credit Officers
  • Market Presidents
  • Commercial Lenders/Relationship Managers
  • Portfolio Managers
  • Commercial Underwriters
  • Credit Analysts
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Human Resources

  • Chief Human Resources Officers
  • HR Directors
  • HR Managers
  • Employee Relations Managers
  • Compensation & Benefits Managers
  • HR Generalists
  • Internal Recruiters


  • Chiefs of Staff
  • Executive Assistants
  • Personal Assistants
  • Office Administrators/Managers
  • Administrative Assistants
  • Office Coordinators
  • Receptionists
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Sales, Marketing & Special Projects


  • CRO/VP/Director/Manager of Sales
  • Inside Sales
  • Outside Sales
  • Business Development
  • Sales Operations
  • Sales Support
  • Proposal Manager


  • CMO/VP/Director/Manager of Marketing
  • Digital Marketing
  • eCommerce
  • Marketing Communications
  • Public Relations
  • Advertising
  • Product Marketing
  • B2B and B2C Marketing

Special Projects:

  • COO/VP/Director of Operations
  • Purchasing/Procurement


  • Logistics
  • General Business

Trusted Referral Partners

Legacy Search Advisors ALWAYS has our clients’ best interests at heart!  We are proud to offer trusted referrals to fully vetted firms who are the best in their respective recruiting disciplines.  Our trusted referral partners successfully care for OUR clients across the United States in a variety of industries.  Request your referral today!

  • Technology / Software Development
  • Engineering, Architecture & Design
  • Creative
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Legacy Search Advisors enjoys working with clients ranging from Fortune 500 to small family-owned hidden gems!  We routinely focus on a wide variety of industries to include:

  • Family Office, VC & PE
  • Real Estate
  • Financial Services
  • Construction
  • Technology / Software / SaaS
  • Professional Services
  • Manufacturing
  • Engineering & Architecture
  • Healthcare
  • Insurance
  • Education
  • Not For Profit