Hire the top 3% of Family Office consultants

Toptal is a network of experts and consultants with experience across multiple asset classes and industries. Family offices hire consultants from Toptal to assess investment opportunities in real estate, private equity, venture capital, and more asset types.

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Patrick Gaffney

Freelance Family Office Consultants Expert

United StatesToptal Member Since October 27, 2017

Ranked #1 by Institutional Investor for his coverage of EMEA real estate, Patrick has covered the US and emerging market stocks for 12 years with his HSBC team (ranked #1 for five consecutive years for their Middle East coverage). He has experience in real estate, consumer goods, and business services sectors. Patrick graduated from Wharton and was a CFA charter holder. He joined Toptal to help clients with equity research and financial analysis.

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Family Office ConsultantsEquity ResearchFinancial Planning & Analysis (FP&A)ValuationReal EstateThree Statement Operating Model
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Irem Mertol

Freelance Family Office Consultants Expert

United StatesToptal Member Since January 4, 2017

Irem is an experienced finance professional who's passionate about investing. Her work experience runs across the full spectrum of companies from angel-investing through private equity buyouts at companies such as Andreessen Horowitz and MDP. As a freelancer, she enjoys helping companies across venture and growth stages with fundraising as well as expanding products and go-to-market strategies particularly in healthcare.

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Family Office ConsultantsValuationFundraising
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Vidur G. Gupta

Freelance Family Office Consultants Expert

United KingdomToptal Member Since January 2, 2018

A UChicago MBA graduate, Vidur's directly executed $10 billion worth of leveraged buyout, M&A, and capital raising deals across US, Europe, and Asia. He's worked in investment banking (Deutsche Bank), private equity (H.I.G. Capital), and fintech (Blackstone/GS-backed). Vidur freelances to leverage his skills in capital raising, investment strategy, and international business development to help companies scale and drive investment alpha.

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Family Office ConsultantsThree Statement Operating ModelFundraisingPrivate Equity
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Chester Rodeheaver

Freelance Family Office Consultants Expert

United StatesToptal Member Since October 12, 2016

With eighteen years of global experience, Chester is a seasoned management consultant and investment professional. His areas of focus include valuation, financial modeling, startup business planning, strategic planning, portfolio management, M&A, and real estate. Freelancing allows Chester to engage with clients across a broad range of industries and geographies.

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Family Office ConsultantsFinancial ModelingThree Statement Operating ModelReal EstateValuation
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Alexander Hanrath

Freelance Family Office Consultants Expert

United KingdomToptal Member Since September 2, 2017

After raising $3 billion to fund acquisitions for blue-chip businesses while at J.P. Morgan, Alexander moved into venture capital, investing in clean technologies. As CFO of an LED technology startup, he raised profitability by 50%, and now, he enjoys helping other businesses grow strategically and sustainably. Working as a freelancer gives him flexibility with location and frees up his time to pursue social and environmental impact projects.

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Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelVenture CapitalFundraising
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Jack Barker

Freelance Family Office Consultants Expert

United StatesToptal Member Since April 14, 2017

A former McKinsey Partner and Carlyle Group Principal with 30 years of international experience, Jack has served as the president, CFO, and COO of two Carlyle companies and four others. He is a finance, strategy, and operations expert with deep experience in telecom, financial services, data centers, and manufacturing. Jack enjoys freelancing because it allows him to work on a wide variety of issues for companies of all sizes and many industries.

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Family Office ConsultantsFinancial Planning & Analysis (FP&A)Comparable Company AnalysisFundraisingPrivate EquityProfitability AnalysisInterim CFOFractional CFOBusiness Plan ConsultingVirtual CFOBusiness Model ConsultantFundraising ConsultantBusiness Consultants
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Anuar Heberlein

Freelance Family Office Consultants Expert

CanadaToptal Member Since December 20, 2016

Anuar has participated in transactions across the Americas, totaling more than $7 billion over the past 12 years. He has extensive experience working with C-level executives and helping many Fortune 500 clients with corporate and growth strategy projects, M&As, valuations, and JVs. Anuar holds an MBA from INSEAD and a BS in economics from ITAM.

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Family Office ConsultantsMergers & Acquisitions (M&A)Private EquityThree Statement Operating ModelFinancial Planning & Analysis (FP&A)Market SegmentationVenture CapitalEquity ResearchBusiness Consultants
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Peter Jacobson

Freelance Family Office Consultants Expert

United StatesToptal Member Since July 24, 2017

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

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Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelFundraisingFinancial ModelingFinancial ForecastingChartered AccountantsBusiness Intelligence Consultant
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Neil Portus | CFA, CMA

Freelance Family Office Consultants Expert

United StatesToptal Member Since March 16, 2017

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.

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Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelEquity ResearchPrivate EquityFundraisingValuationComparable Company AnalysisVenture CapitalInterim CFOVirtual CFOFractional CFO
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Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

How to Hire Family Office Consultants Experts through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Family Office consultants expert for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Family Office consultants expert for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Family Office consultants experts different?

    At Toptal, we thoroughly screen our Family Office consultants experts to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

  • Can I hire Family Office consultants experts in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Family Office consultants expert within 48 hours of signing up. Start now.

  • What is the no-risk trial period for Toptal Family Office consultants experts?

    We make sure that each engagement between you and your Family Office consultants expert begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Family Office Consultants Experts are in High Demand.

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