Toptal® Family Office Consulting Services

Hire family office consultants from top firms to help you assess investment opportunities in real estate, infrastructure, private equity, venture capital, equities, fixed income, FX, and more.
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Toptal® Family Office Consulting Services

Equities, Fixed Income and FX

Our experts have worked at leading hedge funds and investment firms as well as equity research groups, and have researched and invested in equities, fixed income and FX across multiple geographies.

Interim CFO and FP&A

Toptal’s interim CFOs support family offices and portfolio companies in reporting accurate financial results, identifying and tracking relevant KPIs, and developing control systems to preserve company assets.

M&A and Private Equity

If you are assessing a company acquisition, an investment in private equity, or just need portfolio company support, our consultants can provide research, due diligence, financial modeling, profitability support, and PMO services.

Real Estate and Infrastructure

Our experts are located across the globe and are knowledgeable about local real estate, infrastructure markets, and other real assets. They have analyzed deals and supported due diligence and closings.

Venture Capital and Startups

Toptal consultants have worked at venture capital firms, raised funds for startups, and improved pricing and profitability. They can help guide your venture investing decisions as well as consult on a new business idea.

Ad-Hoc Requests

Members of Toptal Finance have worked in investment banking for years, with exposure to numerous deals and industries. Leverage them for any specific need you may have (e.g. financial modeling, investment memorandum).

How Toptal® Works

Talk to One of Our Directors of Finance
Toptal Directors 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 a few experts for your project. Average time to match is under 24 hours.
The Right Fit, Guaranteed
Work with your new team member for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

A Global Network of Top Talent

... allows corporations to quickly assemble teams that have the right skills for specific projects.
Managers describe the primary benefits of agile talent as increasing flexibility, speed, and innovation.
Tech companies simply cannot find the quality employees they want to hire. The solution: Toptal.

Hear From Our Clients