Frisco UHNW Retained Executive Search Firm


HNW Family Office

Cowen Partners has deep experience with HNW, UHNW, and family wealth advisory clients. Nothing drives results and creates value for our HNW family offices like finding them their next executive leader. Our hands on HNW executive search consultants have experience working with family offices, HNW CPA Firms, and portfolio companies.

Major Metro Areas Include: New York City, Atlanta, Chicago, Dallas, Houston, Los Angeles, San Francisco, and Seattle

Clients are typically $5 billion plus in assets and successful placements span the entire C-Suite, include HNW Tax, and General Counsel. With our proven processes and guaranteed results, we have successfully placed hundreds of candidates in industries including accounting, finance, tax, corporate counsel, and executive office. Schedule a time to speak with one of our experts to see why we are a leading HNW executive search firm in Frisco and beyond.

HNW & UHNW Executive Search Examples


HNW Chief Executive Officer

Retained on a CEO search by a HNW family office and investment firm with diverse real estate investments. New York City, New York


UHNW Tax Director

A well known UHNW CPA firm with offices in Manhattan, San Francisco, and Seattle, required the expertise of an experienced tax director with existing HNW clients.


HNW Chief Legal Officer

Placed an experienced HNW General Counsel with a well known $30 billion single family office in San Francisco, CA


Chief Financial Officer

Retained on a CFO search by a HNW tax and wealth advisory firm to support HNW client engagements and portfolio companies in Seattle, WA


Executive Director

UHNW Family Foundation in New York City retained Cowen Partners Executive Search on a national executive succession plan.

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    As Seen On:

    UHNW Retained Executive Search Firm Corporate Succession Planning


    Succession planning is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die. Succession planning increases the availability of experienced and capable employees that are prepared to assume these roles as they become available. Taken narrowly, “replacement planning” for key roles is the heart of succession planning. If you have watched the HBO show “Succession”, you know how messy the succession process can be without a plan. “Succession” follows a multi-billion dollar family media conglomerate after the CEO/ Founder unexpectedly falls ill and chaos ensues.


    Your legacy is at stake, no business is too big or too small to plan for the future, and there is no time like the present to get started. – Shawn Cole, President


    5 Easy Steps to a Winning Executive Succession Plan

     1. Involve the Current Executive as Much as Possible

     2. Create a Written Succession Plan

     3. Conduct Regular, In-Depth Reviews

     4. Review Internal vs External Candidates

     5. Implement the Plan


    You succeeded where many others failed; we are grateful for your key role in helping us hire a great ...

    CEO Healthcare

    I can’t believe you found someone so fast, yes we want them to ...

    CFO Bank

    I’m really impressed by all the qualified candidates, thank you so ...

    SVP Chief People Officer

    I wanted to let you know we are very happy with your services, she has been great for us. Thank you for this ...

    CFO Credit Union

    I really appreciate your help finding someone for me and hope our paths cross again. I would definitely consider using you for a new search if I should have one. It was really easy to work with ...

    CFO Software Company

    Even after less than two months, it’s clear she is extremely well qualified and an excellent long term addition to our staff. We are very pleased to have her. Thanks for all the work you did to help make this ...

    CEO Real Estate Company

    You are adamant in your search. I don’t think we have ever had a headhunter/recruiter so diligent on seeking out candidates as you ...

    VP HR Seafood Company

    You did what you said you’d do and I appreciate that, let me know if you ever need a ...

    CEO Specialty Pharmacy

    We have never seen this much activity from a recruiter ...

    VP Talent Acquisition

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