Spidel Burnfin is an executive search firm that specializes in the wealth management space.

Company Type

• Banks (Private Client or Wealth Management Group)
• Investment Management Firm
• Trust Company
• Fee-Only Financial Planning and/or Asset Management Firm
• Multi-Family Office
• Single Family Offices

Areas of expertise within wealth management

• Financial Planning
• Investment Advisory
• Family Wealth Planning
• Asset Management
• Private Banking
• Client Relationship Management
• Trust and Estate Planning
• Individual Income Tax Planning
• Investment Research