The Executive Assistant
Family Office Services
What is an Executive Assistant?
An Executive Assistant within a Family Office provides structured, day to day support to a principal or senior leader. The role centers on managing schedules, communications, documentation, and internal coordination so that priorities remain organized and momentum is preserved.
Executive Assistants bring different strengths depending on the needs of the office. Some are highly process driven and excel at systems, reporting, and workflow management. Others are communication focused, acting as a steady point of contact between leadership and internal teams. In many environments, the right fit depends on how the Family Office operates and where additional support is most needed.
Above all, the role requires discretion, reliability, and sound judgment. In well structured offices, the Executive Assistant provides consistency, ensuring that details are handled properly and that leadership remains focused on decision making rather than daily administration.
Those interested in the services of an Executive Assistant, may also like to explore the role of the Executive Personal Assistant. To learn more about working with an Executive Assistant, or to begin the placement process, we invite you to connect for a consultation.
Questions and Answers
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Often, yes. In a Family Office, an Executive Assistant is a high trust position requiring discretion, sound judgment, and the ability to operate independently while supporting senior leadership.
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An Executive Assistant manages executive calendars, travel, communications, meeting preparation, and daily workflow. They track commitments, coordinate with internal and external stakeholders, and ensure that priorities are organized and executed without disruption.
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An Executive Assistant is primarily focused on professional and business responsibilities; managing calendars, communications, operations, and executive priorities within the office.
An Executive Personal Assistant bridges both worlds, supporting professional obligations while also overseeing personal logistics. The distinction is scope: one is business centered; the other moves fluidly between business and private life.
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They do. Some Executive Assistants are operationally focused, bringing strength in systems, calendars, and process management. Others excel in stakeholder coordination, communications, travel logistics, or financial and reporting support.
Within a Family Office, alignment matters; the right EA is matched not only by experience, but by the specific demands and tempo of the environment.
How to Hire an Executive Assistant.
At The Grocery Store, The Anti-Agency, the process begins with a brief conversation about your office and how you prefer things to run. From there, we quietly define the role and conduct a discreet, highly tailored search to introduce candidates aligned with your standards and pace.
The Grocery Store places Executive Assistants across major residential, metropolitan, and resort destinations:
Southern California, Los Angeles, Malibu, Santa Barbara, Newport Beach, and surrounding communities
Northern California, San Francisco, Atherton, Palo Alto, Woodside, and the greater Bay Area
Florida, Miami, Palm Beach, Boca Raton, and neighboring coastal areas
New York City and New York State, the Upper East Side, Upper West Side, SoHo, TriBeCa, Chelsea, Brooklyn, the Hamptons, and the greater Tri-State area
Connecticut and nearby regions, Greenwich, Stamford, Westchester, and surrounding communities
New England, Boston and surrounding areas of Massachusetts, as well as Nantucket and Martha’s Vineyard
The Midwest, Chicago and surrounding areas
Washington, D.C. metropolitan area, Maryland and Virginia
Texas, Houston, Austin, Dallas, and other major cities
The Pacific Northwest, Seattle and Portland
Resort destinations, Aspen, Colorado, and Jackson Hole, Wyoming
The Hawaiian Islands, Honolulu, Maui, and the North Shore
Nationwide, with select international placements