We help family offices solve complex challenges by applying a business process to a collaborative approach.
WELCOME TO 1712 CONSULTING
We help family offices solve complex challenges
by applying a business process to a collaborative approach.
WELCOME TO 1712 CONSULTING
A SOLID TRACK RECORD
Andy was part of the team that launched the family office business for Fidelity Investments. Over an 18-year period, Andy designed and built the relationship management function, managed and expanded the business development team, and was head of the Fidelity Family Office Group. He was part of the team that started the Forge Community, has published thought leadership pieces, and has worked with hundreds of families.
OUR VALUES
Of all my experiences, the ones that were most rewarding have been those where I was able to help families solve complex problems or accelerate growth initiatives. I have met hundreds of families and have a deep appreciation for the nuances and complexities that they face.
OUR GOAL
My sincere hope is that my extensive experience can be put to great use to help you succeed, providing insights to bring your business to the next phase – whatever that may be. I look forward to working together and taking the helm with you toward your next horizon.
OUR PASSION
I have had the great fortune of always starting something new, or transforming something that needed new life. Today, I am doing just that with the decision to branch out on my own with the launch of my consulting firm dedicated to new beginnings or transitions for my clients.
INTERESTED IN OUR SERVICES?
HOW ARE WE DIFFERENT?
BUSINESS PROCESS
Working with a number of family offices, I saw the great work they do supporting their clients. However, it became clear that over time, offices add more services and people without having the opportunity to evaluate what they do and how they do it. Having been part of the team that built Fidelity’s Family Office Services Group and supporting hundreds of families, I have experience analyzing how functions can evolve, scale and improve to provide a better outcome for clients. I take proven business processes and apply them to family office needs and initiatives.
COLLABORATIVE and CONNECTED
Whether it is solving an individual issue or working with matrix organizations, I have 30 years of coordinating stakeholders across many projects to deliver on successful outcomes. My extensive network of consultants brings additional expertise to help solve complex challenges. I look forward to working together and taking the helm with you toward your next horizon.
FAMILY OFFICE EXPERIENCE
I have worked with family offices for more than 20 years, including supporting a family member and CEO within a business. I am well versed with the successes and challenges that face family members and the executives that serve them. I always welcome the opportunity to start something new to accelerate an important initiative or to transform a business into something better. I hope I can bring these experiences to your office.
OUR SERVICES
Family Offices
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 starting 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
Wealth Management Firms
Andy 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 firms’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.
Executive Coaching
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 with the strategies and tools necessary for ongoing networking and professional development.
Interested in learning more?
Please call or email me for a consultation:
PHONE: 682.777.1742
EMAIL: INFO@1712CONSULTING.COM
Or fill out the form below.
