Welcome to 1712 Consulting

Whether it is solving an individual issue or working with matrix organizations, Andy has 30 years of experience coordinating stakeholders across many projects to deliver on successful outcomes.  Andy’s extensive network of consultants brings additional expertise to help solve complex challenges. We look forward to collaborating together.

Andy has worked with family offices for more than 20 years, including supporting a family member and CEO within a business.
Andy is well versed in the successes and challenges that face family members and the executives that serve them. 1712 welcomes the opportunity to start something new, to accelerate an important initiative, or to transform a business into something better. We hope we can bring this experience to your office.

Andy has a deep appreciation for the challenges and opportunities facing families and the professionals who serve them. 1712 can help your office get started, transform, or evolve with the changing needs of your family clients.
Representative projects include:

• Helping families assess the costs and services to offer when establishing a family office.
• Supporting family offices that need to evolve to support a growing family.
• Supporting clients as a member of an advisory board to provide strategic thinking and accelerate new initiatives.

Andy was part of the team that started the family office business at Fidelity. He has experience building relationship management, service, and trading organizations. He has overseen business development professionals and developed opportunities to deepen engagement with ultra-high-net-worth families.
Representative services include:

• Building or improving product and service offerings for ultra-high-net-worth firms, and supporting the project management process of implementing new offerings.
• Expanding a firm’s reach, building networks of family office consultants and resources to support end families, or offering thought leadership on complex family topics.
• Designing and delivering training to financial services professionals looking to deepen their knowledge of the ultra-high-net-worth marketplace and the skills required to service these most affluent and complex families.

For over 30 years, Andy has managed all levels of professionals in a variety of financial service firms and roles. As you think about building out your team and providing professional development opportunities, or creating succession plans, executive coaching can be a powerful tool. 
Potential services include:

• Supporting the professional development and skills necessary to drive successful succession planning.
• Deepening knowledge and networks within the family office marketplace to help your professionals connect with resources and expand opportunities.
• Teaching and providing executives and office professionals the strategies and tools necessary for ongoing networking and professional development.