Hire the Best Family Office Consultants Near Washington DC

Toptal is a marketplace for top remote Family Office Consultants. Top companies and start-ups in Washington DC choose Toptal Family Office Consulting freelancers for their mission-critical initiatives.

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Peter Mullen

Freelance Family Office Consultant

United StatesToptal 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.

Family Office Consulting Financial Modeling Valuation Mergers & Acquisitions (M&A)Financial Forecasting Project Finance Private Equity Revenue & Expense Projections Derivatives Exit Strategy Business Advisory Transaction Advisory Capital Markets

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Matthew Robinson

Freelance Family Office Consultant

United StatesToptal Member Since September 4, 2019

A Columbia Business School graduate, Matt has worked for some of the largest hedge funds and private equity funds and was responsible for principal investments in excess of $1 billion. Matt's expertise includes conducting due diligence, producing financial models, and creating memorandums across a wide range of asset classes. Matt joined Toptal to help clients across various industries and maturities with complex finance and investments issues.

Family Office Consulting Mergers & Acquisitions (M&A)Equity Research Financial Forecasting Market Research Pitch Deck Consultant Valuation Private Equity Chartered Financial Analyst (CFA)Financial Modeling Fundraising Revenue & Expense Projections Credit Analysis

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Courtney Roberts

Freelance Family Office Consultant

United StatesToptal Member Since May 11, 2022

Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.

Family Office Consulting Project Management

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Jeff Anapolsky

Freelance Family Office Consultant

United StatesToptal Member Since December 11, 2017

Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.

Family Office Consulting Comparable Company Analysis Financial Modeling Market Research Financial Planning & Analysis (FP&A)Financial Forecasting Valuation Private Equity Fundraising Revenue & Expense Projections Mergers & Acquisitions (M&A)Transaction Advisory Part-time CFO

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Karim Kadry

Freelance Family Office Consultant

CanadaToptal Member Since November 7, 2018

Over his 20-year career in investment banking, Karim led deals ranging from $5 million to $2 billion, coordinating closely with entrepreneurs, CEOs, and directors in a wide variety of industries. He has collaborated with teams as small as two people, as well as large corporates like UBS. As a freelancer, Karim enjoys being exposed to different sectors, meeting new people and tackling challenges. He is a CFA charter holder and has a joint MBA from IESE.

Family Office Consulting Financial Modeling Project Finance Fundraising Business Advisory Market Research Equity Research Capital Markets Revenue & Expense Projections Real Estate Blockchain Valuation Private Equity

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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 Near Washington DC

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.

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.

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.

Tap Into World-Class Talent

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
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
Hire talent within 48 hours and scale your team up or down as needed, no strings attached.
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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
Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.
Expert Talent Matching
Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.