A Welcome Message from the Founder

Thank you very much for stopping by and for your interest in 1712 Consulting, LLC.

Over the course of my 35-year career in the financial services industry, including 20 working with family offices, 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.

As part of my new efforts, I am focused on the following areas where I believe my skills and my experience can add value to an office or family – or even a firm seeking greater opportunities in this niche and unique business arena:

  • Supporting families that are contemplating the start up of a new office. I have extensive experience in building-out operational functions; preparing cost-benefit analysis; conducting vendor searches; creating mission, vision and value statements; and quarterbacking the sequencing of tasks.
  • Working with existing offices that are looking to transform or evolve to support future generations. I co-authored the first family office eBook series titled “Evolving the Family Office”, and have worked with families to consider new ways to create scale and efficiency, without sacrificing the client experience.
  • Supporting wealth management firms and large RIAs ready to understand and expand to a new market. (please elaborate here).
  • Helping families and offices with executive coaching assignments. I have spent over 30 years managing and coaching professionals and will be completing my Executive Coaching Certificate with Newfield Network this year.

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.

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.

Sincerely,

Andrew Fay