Family Business Specialist Practice
Securing the Next Generation of Leadership
For leading family businesses, MontaRosa offers a unique combination of global access, deep family-business understanding and founder-led execution. We help you bring in the right external leaders to secure the next generation of growth while preserving family legacy.
Our specialised approach built for complexity
Our process is designed around your unique structure, your cultural nuances and your non-negotiables. Family-owned firms require an advisory partner that understands far more than just role specifications or CVs.
Built for Complex Family Owned Groups
- Deep expertise with multi-generation, family-controlled companies; we understand ownership structures, family charters, next-generation dynamics and the balance between professionalization and preserving control. We translate the family’s strategy, values and red-lines into a clear CEO/Board brief that top-tier candidates can understand and to which they can commit.
Global Talent, Tailored to Your Geography
- Access to a global network of CEOs, Chairs and Independent Directors across Europe, US, Asia and Latin America-we specialise at the intersection of industrials, financial services, private equity and family investment platforms. We have a proven ability to attract multi-lingual, cross-border leaders who can operate with both the family and credibly with external investors.
Founder Led, High Touch Search
- Every family mandate is led personally by MontaRosa's founder with a small senior team; not pushed down to junior staff- we run a limited portfolio of searches at any one time, allowing for deep market mapping, comprehensive referencing and cultural-fit assessment. Our family-clients have a single point of accountability and a trusted, discreet advisor for their most sensitive leadership decisions.
Integrated CEO + Board Advisory
- We go beyond CVs to help design the full leadership solution; role definition, mandate, success profile and governance model. We advise on Board composition (family vs. independent), Chair/Lead Independent Director selection and committee design. We advise on compensation and participation structures that work for both global-calibre executives and family shareholders.
Cultural Fit + Long Term Alignment
- We treat values, behaviour and long-term alignment as hard criteria, not soft, "nice to haves." We perform discreet, in-depth referencing on how candidates perform in politically sensitive, family-owned or PE-backed environments. We help both sides set expectations early around decision rights, reporting, visibility and time with the family.
A Long Term Partner to the Family
- MontaRosa serves as the long-term partner for our family clients' leadership agenda from first external CEO hire to multi-seat board refresh. Our work is always confidential, relationship-driven and tailored to the specific needs and culture of each family.