Brittany Dolin, Founder and CEO of Dossier, describes the firm as a calculated expansion designed for clients who cannot afford a misstep in senior hiring. By moving beyond traditional job descriptions, the team aims to align candidates with the unique cultural and strategic requirements of private wealth management and mission-driven organizations.

Patricia Burkey joins the firm following her tenure as founder of Veren Partners, bringing a specialized network built on discretion and high-level vetting. Operating from hubs in Beverly Hills, New York, and Portsmouth, New Hampshire, the firm emphasizes a discovery-first model. According to Burkey, successful placements in the family office sector rely on deep relationships rather than automated screening tools, focusing instead on long-term leadership impact.