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, United States

freelance Family Office consultants expert
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, co... Click to continue
Family Office ConsultantsEquity ResearchFinancial Planning & Analysis (FP&A)ValuationReal EstateThree Statement Operating Model
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Vidur G. Gupta, United Kingdom

freelance Family Office consultants expert
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... Click to continue
Family Office ConsultantsThree Statement Operating ModelFundraising
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Chester Rodeheaver, United States

freelance Family Office consultants expert
Chester is an experienced management consultant and investment professional with over fourteen years of global experience. His areas of focus include valuation, financial modeling, startup business planning, strategic planning, portfolio management, M&A, and real est... Click to continue
Family Office ConsultantsFinancial ModelingThree Statement Operating ModelReal EstateValuation
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Alexander Hanrath, United Kingdom

freelance Family Office consultants expert
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 b... Click to continue
Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelVenture CapitalFundraising
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Jack Barker, United States

freelance Family Office consultants expert
Jack is a former McKinsey Partner and Carlyle Group Principal with 30 years of international experience. He has been President, CFO, or COO of 2 Carlyle companies and 4 others. He is a finance, strategy, and operations expert with deep experience in telecom, financia... Click to continue
Family Office ConsultantsFinancial Planning & Analysis (FP&A)Comparable Company AnalysisFundraisingProfitability AnalysisBusiness Model ConsultingBusiness Plan Consulting
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Anuar Heberlein, Canada

freelance Family Office consultants expert
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, valua... Click to continue
Family Office ConsultantsMergers & Acquisitions (M&A)Three Statement Operating ModelFinancial Planning & Analysis (FP&A)Market SegmentationVenture CapitalEquity Research
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Peter Jacobson, United States

freelance Family Office consultants expert
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 client... Click to continue
Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelFundraisingFinancial ModelingFinancial Forecasting
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View Neil

Neil Portus | CFA, CMA, United States

freelance Family Office consultants expert
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 boutiqu... Click to continue
Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelEquity ResearchFundraisingValuationComparable Company AnalysisVenture Capital
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