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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James Andrew Warner, United States

freelance Family Office consultants expert
James has over 20 years of investment and financial advisory experience at the world's leading hedge funds, private equity funds, and investment banks. His expertise includes investment due diligence, valuation analyses, restructuring advisory, interim management, co... Click to continue
Family Office ConsultantsMergers & Acquisitions (M&A)Equity ResearchValuationComparable Company AnalysisThree Statement Operating Model
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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)ValuationThree Statement Operating Model
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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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Anuar Heberlein, Canada

freelance Family Office consultants expert
Anuar has participated in transactions across the Americas totaling more than $1 billion dollars 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... Click to continue
Family Office ConsultantsMergers & Acquisitions (M&A)Three Statement Operating ModelFinancial Planning & Analysis (FP&A)Market Segmentation
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Peter Jacobson, United States

freelance Family Office consultants expert
A Harvard grad with an MBA from Stanford, Peter's served as the CFO of two successful companies, led six acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised over $500 million for client... Click to continue
Family Office ConsultantsFinancial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating ModelFundraisingFinancial Modeling
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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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