Trusted to place exceptional talent into single- and
multi-family offices and UHNW-focused RIAs across the United States.

Our position

Blackbook Associates is a specialist search firm focused exclusively on family offices and RIAs serving ultra-high-net-worth clients. We place talent across the full spectrum—investment professionals, tax and estate advisory, operational leadership, and the trusted support staff who keep everything moving.

We understand that hiring in private wealth is different. It demands discretion, cultural alignment, and an ability to assess whether someone will thrive in close proximity to principals and their families. We don't just match skills to job descriptions—we find people who fit the environment and stay for the long term.

Our advantage

We are one of few firms focused exclusively on single- and multi-family offices and UHNW-focused RIAs across major wealth centers. This isn't a side vertical for us—it's all we do.

We engage with the private wealth market daily, building an ever-changing picture of who's active, who's quietly open to the right opportunity, and where shifts are emerging.

When you need to hire, we're not starting from scratch.

Director of Client ServicesChief of StaffEstate ManagerWealth AdvisorChief Compliance OfficerPortfolio ManagerExecutive AssistantHead of Private MarketsGeneral CounselChief Operating OfficerControllerInvestment AnalystDirector of OperationsTrust OfficerChief Executive OfficerPersonal AssistantHead of TaxManaging DirectorClient Relationship ManagerChief Financial OfficerEstate Planning AttorneyDirector of InvestmentsCompliance OfficerChief Investment OfficerDirector of Financial PlanningVP of OperationsDirector of Client ServicesChief of StaffEstate ManagerWealth AdvisorChief Compliance OfficerPortfolio ManagerExecutive AssistantHead of Private MarketsGeneral CounselChief Operating OfficerControllerInvestment AnalystDirector of OperationsTrust OfficerChief Executive OfficerPersonal AssistantHead of TaxManaging DirectorClient Relationship ManagerChief Financial OfficerEstate Planning AttorneyDirector of InvestmentsCompliance OfficerChief Investment OfficerDirector of Financial PlanningVP of Operations

Excellence is rare. Access to great talent should be too.

Private wealth demands a different caliber of hire. Technical skill matters, but so does discretion, judgment, and the ability to navigate complex principal relationships. Every candidate we present is vetted for the environment—not just the role. Our clients access a curated talent pool built specifically for family offices and UHNW-focused RIAs.

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Current mandates

A selection of current confidential mandates.

Interested in these opportunities? Apply to join our curated talent pool.

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Blackbook notes

Thoughtful perspectives on leadership, talent, and the market.

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The Blackbook difference

What sets us apart in a world where excellence is the only standard.

01

A different approach

Hiring in private wealth is often slow—not because it has to be, but because most search firms treat it as a side vertical. We don't. Every search gets our full attention, clear timelines, and honest communication throughout.

Our goal is simple: to become the partner you call whenever a role needs filling—and to deliver, every time.

02

Absolute discretion

Private wealth hiring often requires confidentiality at every stage. We sign NDAs, protect identities, and ensure searches remain invisible unless you choose otherwise.

Many of our mandates never reach the public market. Whether you're hiring a CIO, a Wealth Advisor, or a Chief of Staff, we work quietly—safeguarding reputations and sensitive information throughout.

03

Private wealth expertise

Our experience spans placing investment and advisory professionals, tax and estate specialists, operational leadership, and the trusted support staff who keep everything moving. This breadth means we know what excellence looks like at every level—from the CIO managing a family's portfolio to the Client Relationship Manager advising UHNW clients to the EA supporting the principal.