Dossier Launches Executive Search Firm Focused on Family Offices

Dossier, a bespoke executive search partner and sister company to recruiting firm Pocketbook Agency, has announced its establishment to serve senior leadership roles across family offices, investment and financial services, foundations and trusts, and high-growth organisations. The firm has also hired Patricia Burkey as Director of Talent Acquisition, bringing expertise built as founder of talent advisory firm Veren Partners.

Twelve years of recruiting experience

Brittany Dolin, Founder and Chief Executive of Dossier, said: "Dossier's foundation is one few new firms can claim: twelve years of recruiting excellence behind us. We built this firm to be the one clients call when a leadership hire has to be right the first time." She added that Burkey "shares that same standard," and that bringing her on from the start "holds our own team to it and makes an already strong team even stronger."

Placements across executive leadership functions

Dossier places senior leaders across Executive Leadership, Operations, Human Resources, Accounting and Finance, and Marketing and Sales, with additional functions available by request. Every search begins with a discovery process mapping a client's culture, structure and goals before sourcing starts, followed by background and reference screening. Burkey's arrival expands the firm's presence in New York and Portsmouth, New Hampshire, and she will work directly with its family office, investment and foundation clients.

Burkey said: "Family offices come to me with roles at the intersection of strategy, operations, and culture. These are positions that demand more than a search firm; they demand someone who understands the business, not just the job description. The most consequential hires come through relationships and deep understanding, never through algorithms." Dossier serves clients from Beverly Hills, New York, Seattle, Dallas and Portsmouth, New Hampshire.