Spidel Burnfin LLC

Overview

Spidel Burnfin is an established retained executive-search firm focused on family offices and registered investment advisory firms in wealth management. The firm reports more than 25 years of experience in wealth-management recruiting and relationship building.¹

History

Tim Spidel founded Spidel Burnfin in 2007.²

Leadership

- Tim Spidel, Managing Partner: Represents family offices, fee-based RIAs, and investment-management firms.² - Scott Tonsoni, Principal: Brings a search background focused on corporate finance and financial services.² - Lilly Gallagher, Research Associate: Specializes in wealth-management executive-recruitment searches.²

Services

For registered investment advisers, Spidel Burnfin conducts searches for C-suite executives, family-office-services leaders, investment-research directors, financial-planning directors, estate-planning specialists, and senior wealth advisers.¹

Its single- and multi-family-office assignments span executive leadership, investments, relationship management, client service, tax, estate planning, trust, and accounting or finance roles.¹

The firm follows a seven-step process covering discovery, candidate research, screening, interview coordination, reference checks, offer negotiation, and post-placement follow-up.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client Focus

Spidel Burnfin serves family offices, fee-based RIAs, and investment-management firms nationwide, with searches conducted across the United States.⁴

Approach

The firm says it evaluates organizational culture through office visits and considers cultural fit alongside candidate qualifications. Its broader network includes providers for household staffing, chief-of-staff placement, compensation consulting, OCIO and OCFO solutions, family-office membership organizations, philanthropic advising, family education, and insurance advising.⁴

FAQs

Related resources

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  Families deciding whether to establish their own office can use this guide to review factors such as wealth complexity, administration, privacy, and the need to coordinate advisers. It may help an owner assess whether outside support for investments, tax, estate planning, philanthropy, education, and risk is sufficient for current needs.

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Sources

1. Spidel Burnfin About
2. Spidel Burnfin Team
3. Spidel Burnfin Our Process
4. Why Spidel Burnfin

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.