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Kyiv, Ukraine Strategy, M&A
Manager
10 years experience
  • Family Office
  • Business Development
  • Due Diligence
  • Fundraising
  • +13
Hire Andrew
Köln, Germany Strategy, M&A
Manager
5 years experience
  • Family Office
  • Financial Modeling
  • Business Strategy
  • M&A
  • +6
Hire Ngoni
Tel Aviv, Israel Strategy, Venture Capital
Manager
5 years experience
  • Family Office
  • Business Strategy
  • Due Diligence
  • Project Management
  • +8
Hire Tal
Zurich, Zurich, Switzerland Strategy, M&A
Senior
17 years experience
  • Family Office
  • Financial Modeling
  • Business Strategy
  • M&A
  • +23
Hire Adel
Luxembourg, Luxembourg Strategy, M&A
Manager
7 years experience
  • Family Office
  • Financial Modeling
  • Business Strategy
  • M&A
  • +8
Hire Martien
Chicago, IL, USA Strategy, Private Equity
Analyst
2 years experience
  • Family Office
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +10
Hire Luca
London, UK Strategy, Venture Capital
Manager
7 years experience
  • Family Office
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +7
Hire Charlie
Singapore Strategy, Private Equity
Manager
6 years experience
  • Family Office
  • Business Strategy
  • Business Development
  • Financial Analysis
  • +20
Hire Edgar
Our family office consultants help families seeking to manage their assets set up investment funds and offer top class financial advisory service that incorporate specific 'family values' while ensuring managed assets yield profitable returns for both short and long term.

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Frequently asked questions

What clients usually engage your Family Office Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Family Office talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Family Office professionals, highly specialized within their domains. We have streamlined the process of engaging the best Family Office talent and are able to provide clients with Family Office professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Family Office professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Family Office consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Family Office consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Family Office talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Family Office talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Family Office consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Family Office expert when you need an extra hand.

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Everything you need to know about Family Office

What is a Family Office?

A family office is a form of private wealth management and investment. Family offices are typically overseen by an experienced professional like Fintalent’s family Office Consultants, who advises both family and non-family members. The key difference between a family office and traditional private equity firms is that the funds are managed with “family values”.

Family offices offer an approach that is different from other types of investors in that they combine the skills of professionals and their personal resources to invest in companies. They have an ability to help their investors see their companies as not just investments but also as paths to happiness, meaning, and immortality. They use this perspective to help develop leadership within organizations which often leads to better business performance for the company in question.

Family offices are particularly important in Asia, where they help to fuel the growth of both family and non-family businesses. Most family offices in the region have evolved from a non-professional family office structure into a professional one, by converting a portion of their assets into professional investment vehicles.

The typical size for a family office varies by country. In China, for example, family offices typically manage between 50 million USD and 100 million USD. A Chinese family’s wealth is often managed through an offshore or onshore arrangement or through other investment channels that takes advantage of trust law regimes that offer greater privacy and confidentiality than are available in mainland China. The typical family office is made up of a relatively small number of people with a shared vision who work hard to protect and grow their client’s wealth.

Family offices are often identified as drivers of wealth creation as they often have deep pockets (large amounts of capital) to invest in a wide range of businesses. A number of family offices have been accused of having conflicts of interest. These conflicts occur when an investor’s interests and decisions are in conflict with the investors’ goals as a family. In addition to potential conflicts of interest, there are concerns about the tax treatment for funds managed by family offices. There are two general models for managing funds within a tax-advantaged trust structure and how those funds (EITs) will be taxed between different stages in their life.

Active investment strategies have a higher probability of realizing returns at the same time they realize losses. If a particular active approach has a greater probability of generating higher returns, the possibility of realizing lower returns is also increased.

While the passive management strategy is more “boring” than the actively managed funds, they typically have better risk-adjusted returns compared with the actively managed funds. This is because investors do not face investment phases when they have to absorb large losses. They can therefore avoid additional tax liabilities that are associated with realized losses. This is why it is particularly attractive to high-net-worth individual investors.

Family offices are typically managed by a small team of individuals who focus on the long-term interests of the family. The Family Advisory Board (FAB) helps to protect the client from any personal biases that may result from interactions. The Family Advisory Board provides: A typical Family Advisory Board typically consists of a group of individuals that include business leaders, financial professionals, and family members. They provide counsel for businesses seeking to expand into new markets or industries. The Family Advisory Board also provides the following services:

Family offices typically provide an annual review of the client’s financial situation on a regular basis and will often provide quarterly reviews. When there are major changes in the clients’ lives, they may need to have their financial situations reviewed at a more frequent rate. For example, if a client starts a new business or decides to change jobs, they may need to have their financial situations reviewed at a more frequent rate. Negotiations over different payment arrangements (such as payment schedules and lump-sum cash out) may be necessary depending on the client’s current situation (such as due date of a regular payroll check) during these times.

Family offices have evolved from their original form as confidential advisors to small groups of wealthy families. Over time, these family offices have diversified their scope to accommodate additional services for an increasingly wide range of families. As family offices have grown in popularity among ultra-high net worth individuals, they also have become more accessible to a wider range of investors.

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Case studies

Want to become a Fintalent?

As a founder CEO, I’ve been evaluating our exit readiness and other options. Fintalent.io provided me with an expert who helped me to understand the value of our business. He took a closer look at our internal KPI and structures, to make sure we’re set up in the most professional way possible.

Bernd Bube
Bernd Bube
Founder & CEO, Advendio

»Our Fintalent was incredible. He always went a layer deeper. We now consider Fintalent a partner on all our new projects.«

Tiara Letourneau
Tiara Letourneau
CFOO, Rewrite Capital

»Fintalent is a unique M&A platform that matches corporates, VCs, family offices, and advisors with top M&A talents. They are right at the heart of M&A innovation and solve daily challenges in the M&A project business.«

Dr. Steffen Blase
Dr. Steffen Blase
Head of Mergers & Acquisitions of Volkswagen AG