The Challenge
A seasoned private equity executive had recently launched his own family office, dedicating his
expertise to Christian philanthropic initiatives across the globe. Operating from a home office in
Greenwich with plans to establish formal headquarters, he needed more than just administrative
support, he required a trusted partner who could blend personal and professional responsibilities
while sharing his commitment to faith-based causes. The role demanded someone with sophisticated
experience supporting high-net-worth individuals, particularly those with complex financial portfolios
and philanthropic endeavors. Beyond traditional executive support, this position required someone
who could anticipate needs, manage both domestic operations and international charitable
partnerships, and serve as a reliable liaison with Christian organizations worldwide.
Our Solution
Our team sought candidates with proven track records supporting principals in private equity
environments and family office settings. We identified an exceptional Executive Personal Assistant
with extensive experience managing complex family foundations and philanthropic operations. With
nearly two decades of supporting high-net-worth families, she brought specialized expertise in
foundation management, investment portfolio coordination, and charitable database administration.
Her background included managing multi-million-dollar operational budgets, coordinating
international travel, and handling confidential trust documents with the highest level of discretion.
The principal was impressed by her comprehensive skill set and genuine interest in faith-based
initiatives, leading to a placement that allowed him to focus entirely on his philanthropic mission.
