- We Staff Nationwide
Discover expert Family Office Assistant placement services with Colonial Agency. Find qualified candidates to meet your unique private office needs.
At Colonial Agency, we specialize in connecting you with experienced and qualified Family Office Assistants tailored to your unique needs. Whether you’re managing a private office, overseeing estates, or simply seeking to streamline your day-to-day life, our candidates are meticulously vetted to ensure they fit seamlessly into your world.
Simplify your personal and professional life with Colonial Agency's expert placement services.
Since 1963, Colonial Agency has been the trusted name in domestic and private employment. With a proven reputation for reliability and excellence, we have placed top-tier talent for individuals and private offices nationwide.
Since 1963, the Colonial Agency has been trusted by private estates and corporations alike to simplify hiring. Whether you’re searching for domestic staff or corporate professionals, our proven process ensures a perfect match—every time.
Hiring doesn’t have to be complicated. At Colonial Agency, we’ve perfected a 3-step process to connect you with skilled, reliable talent in no time.
We carefully evaluate your requirements and curate a list of the most qualified candidates to ensure the best fit for your unique needs.
Our process includes scheduling and facilitating seamless interviews so you can focus on assessing candidates without the hassle of coordination.
Once you’ve selected your ideal candidate, we’ll handle the logistics to help you quickly integrate your new hire into your workflow or household.
Need help with Colonial Agency services? Find answers to common questions about hiring staff and more in our detailed FAQ section.
Managing a family office is no small feat. With the nonstop flow of responsibilities, tasks, and communications, it can feel like there aren’t enough hours in the day. That’s where a skilled family office assistant can step in to help. From keeping your schedule on track to handling personal errands and more, the right assistant ensures you can focus on what truly matters—whether that’s growing your investments, managing philanthropic endeavors, or simply spending more time with your family.
Here are 10 tasks your family office assistant can expertly manage to bring efficiency and organization into your life:
A well-maintained calendar is the backbone of an organized life. Your assistant can arrange appointments, schedule meetings, and block time for personal commitments. Whether it’s juggling business engagements with family events or organizing recurring tasks, they’ll ensure every detail is accounted for. With tools like Google Calendar or Microsoft Outlook, they can even set reminders to keep you on track.
Planning travel can be time-consuming and tiring, with endless flight options, accommodations, and itinerary details. A family office assistant can manage all aspects of travel, from booking flights and securing hotel reservations to arranging transportation and creating a seamless itinerary. Whether you’re traveling for business or leisure, they’ll ensure every detail is taken care of—even at the last minute.
Family offices generate paperwork—contracts, financial statements, legal documents, and more. An assistant can organize and maintain these documents, ensuring they’re accessible when needed. Modern tools like DocuSign or cloud-based storage like Google Drive can facilitate this process and keep your information secure and well-organized.
Not every email, voicemail, or text message must go directly to you. A family office assistant can act as a gatekeeper, handling routine communications and escalating higher-priority messages as required. With their help, you can focus on what truly matters without the constant ping of incoming messages distracting you.
From doctor’s appointments to children’s school events and dinner reservations, your assistant ensures that personal time is scheduled and runs smoothly. They’ll ensure your personal life receives the same careful attention as your business commitments, allowing you more quality time with your loved ones without juggling the details yourself.
Keeping track of expenses is crucial for both managing budgets and planning finances. Your assistant can monitor spending, reconcile receipts, and generate expense reports to keep you informed. Tools like QuickBooks and Expensify offer streamlined ways to account for every dollar.
Drafting and responding to emails, letters, or even holiday cards can be time-consuming. Your assistant can handle these tasks, ensuring all communications are professional, timely, and aligned with your preferences. Whether following up with business partners or RSVPing to personal events, they’ll keep you connected without the stress.
Nothing sets up a successful meeting more than being thoroughly prepared. Your assistant can compile necessary materials, create agendas, and follow up on action items post-meeting. By ensuring you have everything you need, they’ll help you maximize productivity.
Whether it’s finding the ideal contractor for a home renovation, analyzing philanthropic opportunities, or gathering key business insights, your assistant can tackle research projects on your behalf. This ensures you’ll have the information you need to make informed decisions while saving valuable time.
Management
Beyond physical paperwork, managing digital files is equally essential. A family office assistant can maintain an organized filing system for all your virtual documents, ensuring quick and secure access. Systems like Dropbox or OneDrive can also back up critical files and keep your digital world running smoothly.
With over 60 years of experience, Colonial Agency has a proven track record of placing top-tier professionals in family offices nationwide. Our commitment to excellence ensures you’ll find the best fit for your needs.
We specialize in placements for both domestic and corporate positions. This includes but isn’t limited to, household and estate, childcare and education, lifestyle and hospitality, and family office staff.
We assess your specific needs and source candidates based on their experience, skills, and compatibility with your requirements.
Our robust network and expertise allow us to streamline the hiring process, often matching families with qualified accountants in just a few weeks.
Absolutely. We proudly match clients with top-tier talent across the United States.
Streamline your life, enhance your operations, and discover the peace of mind you deserve. Colonial Agency is here to help you find the Family Office Assistant you can count on.
