Nantucket Family Office Executive Search

Serving Multi-Generational Families Across the Boston–New York–Nantucket Corridor. Nationally Recognized by Forbes.

Nantucket is home to some of the country’s most established multi-generational wealth — families whose offices are managed from Boston, New York, and the island alike. Steward, the family office practice of Cowen Partners Executive Search, recruits the CFOs, chief investment officers, and family office leaders who steward that wealth across generations. As a Forbes-ranked search firm, our family office practice is built for discretion, continuity, and the long horizon these families measure by.

Leadership for Multi-Generational Nantucket Families

Nantucket’s family office activity is defined less by firms headquartered on the island and more by the principals, seasonal residences, and multi-generational families who anchor here, often managing wealth across Boston, New York, and the island. For these families, the central questions are continuity and governance: how to professionalize a family enterprise and ensure leadership endures beyond the founder.

Steward is built for exactly these questions. We recruit executives who bring institutional discipline to private wealth while honoring the values and legacy of the family behind it, and we do so with the discretion families expect. Every search is led personally by a senior partner. In a market with far less competition than the major metros, Steward offers families a rare thing: a search partner who takes their scale and their privacy equally seriously.

That understanding of multigenerational wealth is supported by Steward’s national family office executive search practice, connecting Nantucket families to a broader network of leaders experienced in governance, investments, succession, and private enterprise.

Present Across the Boston–New York–Nantucket Corridor

Steward serves families who manage wealth across Nantucket, Boston, and New York. We understand multi-generational families and the leaders who can hold governance, investments, and succession together across residences and generations — with discretion at every step. The executives suited to these roles are rarely on the market; they move for a family and a mission they trust, through relationships built quietly over time. That is how Steward works.

Why Nantucket Families Choose Steward

Families choose Steward for discretion, cultural intelligence, and enduring commitment — the standard that has made Cowen Partners a Forbes-ranked national search firm. Our practice rests on five pillars: confidential by design (NDAs and senior-partner oversight throughout); built for legacy (we evaluate candidates through a balanced lens of capability and character, aligned with the family’s long-term mission); continuity & succession (the core of the practice — ensuring leadership endures beyond the founder); cultural discernment (temperament, governance style, and values, not résumés alone); and enduring results (backed by our 365-day replacement guarantee and industry-leading retention rate).

Family Office Leadership We Recruit for Nantucket Families

Steward places the full leadership spine of the modern family office:

• Chief Financial Officer (CFO) — consolidated reporting, tax coordination, and multi-entity finance
• Chief Investment Officer (CIO) / Head of Investments — portfolio construction and manager selection
• Chief Executive Officer / President, Family Office — the operating leader who runs the enterprise
• Chief of Staff to the Principal — day-to-day leadership of the family enterprise
• Controller / Director of Finance — the rigor beneath the reporting
• Trust & Fiduciary leadership and Family Governance advisors

Begin a Confidential Conversation

Steward was founded on partnership and trust. We welcome a confidential conversation about your family office leadership goals across Nantucket, Boston, and New York.

Nantucket Family Office Executive Search — Questions Families Ask