Legacy Search Advisors

🤔 Are you the perfect fit for a position in a $Billionaire Family Office??? Trick question... There is no perfect fit! Ultra Wealthy Family Offices are each completely unique. Culture is driven by the Principal / Family. 1️⃣ Educational Requirements? -Some require Top-10 MBA's and upper echelon schools. -Others focus on the right experience and are satisfied with the minimum educational requirement. 2️⃣ Previous Industries? -Some ONLY hire candidates who have worked in another family office. -Some require upper echelon companies -Others prefer industry experience related to the Family's investment portfolio. -Private company experience may be the only pre-requisite. -Occasionally a great culture fit and personal referral to the family will land someone a role with zero relevant prior experience. 3️⃣ How much prior experience is required? - Families do not like change so they want to envision new hires working for the family for an extended period. - Many families try to align level of experience of their team with the level of experience of the most active generation served by the Family Office. - Families also plan for succession well in advance of projected retirements so they are often willing to train someone rising, given most duties in a family office will be unique and proprietary to the family. If you are compelled by the Family Office industry, do your research to learn of those that exist in your region. Choose families to pursue that align with your views and prior industry experience. Do not get upset if a particular Family Office does not see you as a match, it is highly likely that you would have the same opinion after working for them! Our team is here to fill your Family Office's most challenging roles! We have 20 years of experience in this space with a MASSIVE list of references!

🤔 Are you the perfect fit for a position in a $Billionaire Family Office??? Trick question... There is no perfect fit! Ultra Wealthy Family Offices are each completely unique. Culture is driven by the Principal / Family. 1️⃣ Educational Requirements? -Some require Top-10 MBA's and upper echelon schools. -Others focus on the right experience and are satisfied with the minimum educational requirement. 2️⃣ Previous Industries? -Some ONLY hire candidates who have worked in another family office. -Some require upper echelon companies -Others prefer industry experience related to the Family's investment portfolio. -Private company experience may be the only pre-requisite. -Occasionally a great culture fit and personal referral to the family will land someone a role with zero relevant prior experience. 3️⃣ How much prior experience is required? - Families do not like change so they want to envision new hires working for the family for an extended period. - Many families try to align level of experience of their team with the level of experience of the most active generation served by the Family Office. - Families also plan for succession well in advance of projected retirements so they are often willing to train someone rising, given most duties in a family office will be unique and proprietary to the family. If you are compelled by the Family Office industry, do your research to learn of those that exist in your region. Choose families to pursue that align with your views and prior industry experience. Do not get upset if a particular Family Office does not see you as a match, it is highly likely that you would have the same opinion after working for them! Our team is here to fill your Family Office's most challenging roles! We have 20 years of experience in this space with a MASSIVE list of references!

How to land a position with a $Billionaire Family Office... While Family Offices are not easy to find and opportunities are limited, the industry is growing rapidly and positions tend to be more dynamic and financially rewarding than similar roles in traditional companies. To land your spot in a Family Office there are several things you can do to significantly improve your chances! 1️⃣ Identify Family Offices In Your Area - Family Offices are very discreet and most of your region's Ultra Wealthy aren't interested in being found on a list. This is no easy feat...and then you need to gain access... 2️⃣ Gain Access to Hiring Authorities in The Family Office - Most Family Office leaders/employees do not list their titles/Family on LinkedIn and they aren't found on a company website. You will need a "hookup". 3️⃣ Engage Your Family Office "Hookup" - A recruiting firm specialized in Family Offices will be your best bet to learn about those in your region. Family bankers, tax advisors and attorneys may also be a useful "hookup". 4️⃣ Be Hands-On - While Family Offices present dynamic and sophisticated experiences, you MUST be hands-on. Teams are lean and hierarchy is flat. Those who succeed in Family Offices are unpretentious and bring a "no job is too small" outlook. You must get this philosophy across in your interviews. 5️⃣ Private Company Experience is Key - Most who successfully enter the Family Office world bring experience working in privately held companies, investment or wealth management firms or they have privately held client experience. Big public company experience and prior positions supported by large teams, process and bureaucracy will generally NOT translate. 6️⃣ Mindset Shift - In a Family Office, the mission is to protect and build the wealth of an already wealthy family. You must remember that the Ultra Wealthy own many businesses and investments that fund massive payrolls and enhance the lives of many families. These families are generally very philanthropic and socially responsible. There is no room for envy. 7️⃣ Discrete and Socially Aware - To earn a chance to join a Family Office, you must ensure confidentiality and discretion. You must know when to speak, demonstrate adaptability and process social queues. You cannot be "star-struck" or overly obsessed with the lifestyle. Things you see and hear must be stored in a mental vault. While it will not be easy to break into the secret Family Office world, applying these concepts will definitely make you a prospective candidate! Legacy Search Advisors has earned the moniker of THE Go-To Recruiting Solution for a large majority of the Family Offices in our region, and beyond! Contact us to launch your Family Office career search OR to hire a position in your Family Office today! Angie Piotrowski | Lee Halbrich | Robert Hart | Nancy Davis

Harford / Baltimore City or County Public Accounting Seniors!!! 37.5 Hours/Week, Easy Commute, Double Digit 401k & former Big-4 CFO mentor! Just in time to miss another busy season!

🚨 New search alert 🚨 I’m working with a highly regarded financial services company in Harford/Baltimore County on a rare opening for an Accounting Supervisor / Manager. Why rare? Because people just don’t leave. The last time this CFO was able to hire for their team was years ago — and they know this person will likely stay and build a career here. Here’s why I think this is one of the more attractive accounting opportunities in the market right now: 💼 Only 3+ years of experience required (public accounting background preferred) 💰 $80K–$90K base + incredible retirement benefits (think 10%+ into your 401K every year) 🕒 True work/life balance — 37.5 hour weeks, no nights or weekends 📈 Opportunity to own the accounting/financial reporting function and grow into more responsibility 🌎 Harford / Baltimore County location (easy commute, easy parking, walkable lunch spots) If you (or someone in your network) has a strong foundation in GAAP and financial statement prep — and you’re looking for a place where you can grow and have a life outside of work — this could be the one. 📩 DM me or any of my colleagues tagged below if you’d like to chat confidentially. Brian Piotrowski | Robert Hart | Nancy Davis | Angie Piotrowski | Legacy Search Advisors #AccountingJobs #FinanceCareers #AccountingManager #WorkLifeBalance #BaltimoreJobs #MarylandCareers https://lnkd.in/ezhyevFR

🚨 New search alert 🚨 I’m working with a highly regarded financial services company in Harford/Baltimore County on a rare opening for an Accounting Supervisor / Manager. Why rare? Because people just don’t leave. The last time this CFO was able to hire for their team was years ago — and they know this person will likely stay and build a career here. Here’s why I think this is one of the more attractive accounting opportunities in the market right now: 💼 Only 3+ years of experience required (public accounting background preferred) 💰 $80K–$90K base + incredible retirement benefits (think 10%+ into your 401K every year) 🕒 True work/life balance — 37.5 hour weeks, no nights or weekends 📈 Opportunity to own the accounting/financial reporting function and grow into more responsibility 🌎 Harford / Baltimore County location (easy commute, easy parking, walkable lunch spots) If you (or someone in your network) has a strong foundation in GAAP and financial statement prep — and you’re looking for a place where you can grow and have a life outside of work — this could be the one. 📩 DM me or any of my colleagues tagged below if you’d like to chat confidentially. Brian Piotrowski | Robert Hart | Nancy Davis | Angie Piotrowski | Legacy Search Advisors #AccountingJobs #FinanceCareers #AccountingManager #WorkLifeBalance #BaltimoreJobs #MarylandCareers https://lnkd.in/ezhyevFR

🚨 Two Once-in-a-Career Opportunities 🚨 Our team has just been engaged exclusively on one of the most unique searches in the Baltimore market. These roles are with a prestigious Ultra-High-Net-Worth Family Office representing one of the most notable business leaders in Maryland. This is not your typical corporate accounting job — it’s an opportunity to join a close-knit team of top-tier professionals (Top-10 MBAs, former investment bankers, deal makers) working on high-profile initiatives that shape the region and beyond. We’re hiring for: 🔹 Senior Accountant – $90K–$115K + bonus 🔹 Accounting Manager – $130K–$160K + bonus 📍 Hybrid | Baltimore Why these roles stand out: ✅ Work alongside the best of the best in a family office setting ✅ Exposure to financial reporting, analysis, treasury, forecasting & M&A ✅ Incredible perks and benefits not found anywhere else ✅ A rare, high-impact role outside of traditional corporate accounting If you’ve recently been promoted in public accounting (or have a strong mix of public + corporate experience), this is the ultimate exit opportunity. We are moving quickly — please reach out to me directly (or my colleagues tagged below) to be considered immediately. Brian Piotrowski | Robert Hart | Nancy Davis | Angie Piotrowski | Legacy Search Advisors #senioraccountant #accountingmanager #accountingjobs #big4 #publicaccounting #familyoffice #cpa #baltimorejobs

🚨 Two Once-in-a-Career Opportunities 🚨 Our team has just been engaged exclusively on one of the most unique searches in the Baltimore market. These roles are with a prestigious Ultra-High-Net-Worth Family Office representing one of the most notable business leaders in Maryland. This is not your typical corporate accounting job — it’s an opportunity to join a close-knit team of top-tier professionals (Top-10 MBAs, former investment bankers, deal makers) working on high-profile initiatives that shape the region and beyond. We’re hiring for: 🔹 Senior Accountant – $90K–$115K + bonus 🔹 Accounting Manager – $130K–$160K + bonus 📍 Hybrid | Baltimore Why these roles stand out: ✅ Work alongside the best of the best in a family office setting ✅ Exposure to financial reporting, analysis, treasury, forecasting & M&A ✅ Incredible perks and benefits not found anywhere else ✅ A rare, high-impact role outside of traditional corporate accounting If you’ve recently been promoted in public accounting (or have a strong mix of public + corporate experience), this is the ultimate exit opportunity. We are moving quickly — please reach out to me directly (or my colleagues tagged below) to be considered immediately. Brian Piotrowski | Robert Hart | Nancy Davis | Angie Piotrowski | Legacy Search Advisors #senioraccountant #accountingmanager #accountingjobs #big4 #publicaccounting #familyoffice #cpa #baltimorejobs