Hire the Top 3% of Freelance 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.

No-Risk Trial, Pay Only If Satisfied.

Trusted by leading brands and startups

Hire Freelance Family Office Consultants

Neil Portus | CFA, CMA

Freelance Family Office Consultant
United States
Toptal Member Since March 17, 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.

Show More

Peter Mullen

Freelance Family Office Consultant
United States
Toptal Member Since December 21, 2020

Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.

Show More

Stephen Kelly

Freelance Family Office Consultant
United States
Toptal Member Since December 16, 2020

With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.

Show More

Daniel Serdio

Freelance Family Office Consultant
United Kingdom
Toptal Member Since August 14, 2020

A London Business School MBA graduate, Daniel directly executed $5 billion worth of M&A and capital-raising deals across the US, UK, and Latin America. He's worked in investment banking at Citi as an M&A and strategy manager for a $25 billion family-owned conglomerate and founded a fund investing in UK SMEs. He joined Toptal to connect with other entrepreneurs and share his knowledge around investing, financing, strategy, and M&A.

Show More

Martin Arentoft

Freelance Family Office Consultant
United States
Toptal Member Since March 21, 2022

Martin is an international M&A, corporate finance, and strategy executive with 13+ years of experience across technology, healthcare, consumer, and industrial sectors. As an investment banker with KPMG Corporate Finance and Mizuho Securities, he advised public and privately held companies on M&A transactions in the United States, Europe, and Asia. Before that, Martin developed strategic partnerships and market entry strategies in the fintech and edtech industries.

Show More

Dave Harpur

Freelance Family Office Consultant
United Kingdom
Toptal Member Since October 6, 2017

A chartered accountant with more than 15 years of experience, Dave has directly led double-digit EBITDA growth and over £1 billion in debt, equity, and M&A transactions while at leading private equity and consultancy firms (Global Infrastructure Partners, Octopus, IFM, and Deloitte). As a freelancer, he enjoys advising clients on strategy execution, debt and equity capital fundraising, corporate finance, and complex financial transactions.

Show More

Discover More Family Office Consultants in the Toptal Network

Start Hiring
THE TOPTAL ADVANTAGE

98% of Toptal clients choose to hire our talent after a risk-free trial.

Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

Start Hiring
Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Creating an app for the game
Conor Kenney
Creating an app for the game
Leading a digital transformation
Elmar Platzer
Leading a digital transformation
Building a cross-platform app to be used worldwide
Building a cross-platform app to be used worldwide
Drilling into real-time data creates an industry game changer
Drilling into real-time data creates an industry game changer
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

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

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

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

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

How to Hire Family Office Consultants Through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with 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 Consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

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

Find Experts With Related Skills

Access a vast pool of skilled finance experts in our talent network and hire the top 3% within just 48 hours.

FAQs

  • How quickly can you hire with Toptal?

    Typically, you can hire a Family Office Consultant with Toptal in about 48 hours. For larger teams of talent or Managed Delivery, timelines may vary. Our talent matchers are highly skilled in the same fields they’re matching in—they’re not recruiters or HR reps. They’ll work with you to understand your goals, technical needs, and team dynamics, and match you with ideal candidates from our vetted global talent network.

    Once you select your Family Office Consultant, you’ll have a no-risk trial period to ensure they’re the perfect fit. Our matching process has a 98% trial-to-hire rate, so you can rest assured that you’re getting the best fit every time.

  • How do I hire a Family Office Consultant?

    To hire the right Family Office Consultant, it’s important to evaluate a candidate’s experience, technical skills, and communication skills. You’ll also want to consider the fit with your particular industry, company, and project. Toptal’s rigorous screening process ensures that every member of our network has excellent experience and skills, and our team will match you with the perfect Family Office Consultants for your project.

  • How are Toptal Family Office Consultants different?

    At Toptal, we thoroughly screen our Family Office Consultants to ensure we only match you with the highest caliber of talent. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut.

    In addition to screening for industry-leading expertise, we also assess candidates’ language and interpersonal skills to ensure that you have a smooth working relationship.

    When you hire a Family Office Consultant with Toptal, you’ll always work with world-class, custom-matched Family Office Consultants ready to help you achieve your goals.

  • Can you hire Family Office Consultants on an hourly basis or for project-based tasks?

    You can hire a Family Office Consultant on an hourly, part-time, or full-time basis. Toptal can also manage the entire project from end-to-end with our Managed Delivery offering. Whether you hire an expert for a full- or part-time position, you’ll have the control and flexibility to scale your team up or down as your needs evolve. Our Family Office Consultants can fully integrate into your existing team for a seamless working experience.

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

    We make sure that each engagement between you and your Family Office Consultant 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.

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 talent within 48 hours 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 Are in High Demand.

Start Hiring