At Anton Everest, we work closely with stakeholders to define the ideal candidate’s skills, experience, and traits. With deep expertise in family offices and wealth management, we tailor this critical phase through three key steps.

  1. Core Message
    We align on what matters most for your firm, ensuring the role resonates with candidates who fit your culture and goals.
  2. Role Specification
    Together, we define clear responsibilities, compensation, and success metrics to create a precise candidate profile.
  3. Search Plan
    We target top talent through our deep network and specialized expertise in family offices and wealth management.

In Phase Two, we bring our strategic plan to life, actively engaging with the market to attract and secure top talent. This phase consists of three key steps:

  1. Candidate Identification
    Our search team takes your message to the market, reaching out to targeted sources and leveraging our extensive network of industry relationships. We approach potential candidates discreetly, presenting a compelling opportunity that highlights the role’s key benefits and unique selling points to generate genuine interest.
  2. Interviewing & Qualification
    This stage is where Anton Everest delivers exceptional value. Using deep client insights, we employ advanced interview techniques and assessment tools to evaluate candidates’ credentials, motivations, and career goals. We thoroughly vet their achievements to ensure alignment with your needs, securing only the best-fit professionals.
  3. Reference Verification
    To validate each candidate’s experience and character, we conduct an in-depth reference check. This includes gathering feedback from a range of sources—supervisors, peers, and direct reports—to ensure a well-rounded and accurate assessment

In Phase Three, we collaborate closely with you to review, interview, and select the best candidates. This phase includes four critical steps:

  1. Qualified Candidate Presentation
    We provide a detailed verbal presentation of each qualified candidate, followed by an email containing their resumes and relevant background information. This ensures you have all necessary details for an informed initial review.
  2. Interview Management
    Our team handles all aspects of the interview process, from scheduling logistics to pre- and post-interview briefings with both candidates and clients. We can also assist in developing tailored interview questions and, when beneficial, participate in interviews—whether in person or via Zoom.
  3. Final Candidate Selection
    We work with you to evaluate and compare top candidates, offering insights and feedback to support your decision-making process. Our consultative approach ensures you select the best fit for your organization.
  4. Pre-Offer Preparation
    Before extending an offer, we confirm the candidate’s compensation expectations, discuss potential counteroffers, and verify start date availability and commitment. This proactive approach increases the likelihood of a smooth and successful offer acceptance.

In Phase Four, we ensure a seamless offer presentation, negotiation, and transition for the selected candidate. This phase includes four key steps: 

  1. Offer Presentation
    We present the offer to the candidate, clearly outlining all components—including title, reporting structure, compensation, benefits, and start date. This transparent communication sets the stage for a positive and informed decision.
  2. Negotiation Facilitation
    Serving as a trusted intermediary, we facilitate any necessary negotiations, ensuring a fair and mutually beneficial agreement for both the client and the candidate.
  3. Formal Acceptance
    Once the candidate accepts the offer, we secure a signed offer letter and support them through the resignation process. This includes guidance on verbal and written notice, counteroffer management, and transition planning.
  4. Transition Tracking
    We maintain close contact with the candidate throughout their resignation and onboarding process, ensuring a smooth transition and successful integration into their new role.

By following this structured approach, we create a transparent and efficient offer process that leads to a confident and well-prepared start for your new hire.