Raleigh UHNW National Executive Recruiting Firm

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 Raleigh 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.

As Seen On:

UHNW National Executive Recruiting 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