The Challenge
When a high-net-worth principal running both a family office and a foundation focused on women
and girls reached out to us, she needed more than traditional executive support. Operating from her
home office in Houston, she required a trusted partner who could seamlessly blend personal and
professional responsibilities while bringing financial acumen to manage QuickBooks across her
diverse portfolio. The role demanded someone with extensive experience supporting HNW principals,
the ability to anticipate needs across multiple entities, and the discretion to handle confidential
matters for both the family office and foundation work.
Our Solution
Finding the right partner required identifying professionals who understood the unique demands of
supporting HNW individuals. Together, we identified a candidate with over a decade of experience
supporting senior executives in finance for both small and large firms. Her background included
managing complex travel arrangements, coordinating board meetings, processing expenses, and
utilizing technology tools like ChatGPT and Copilot to enhance efficiency. The collaboration led to a
placement that brought immediate value—someone who could manage the principal's calendar,
coordinate foundation activities, handle property management needs, and maintain the books while
serving as a true right hand in both personal and professional matters.
