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 years working with family offices, I have had the great fortune to help families start something new, or transform something that needed new life. I am continuing that mission with 1712 and remain dedicated to helping my clients meet their evolving goals.
As part of my 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 unique business arena:
- Supporting families that are contemplating the establishment of a new office: I have extensive experience thinking strategically about how to apply a business process to the family office. This includes building out operational functions, preparing cost-benefit analyses, 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: As families evolve so must the family office that serves them. I co-authored the first family office eBook series titled “Evolving the Family Office,” and I 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 learn about and expand to a new market: I have an appreciation for the services and needs of the ultra-wealthy, and how to deliver services to these clients in a scalable and efficient manner to help grow and support their business.
- Helping families and offices with executive coaching assignments: I have spent more than 30 years managing and coaching professionals and recently completed Newfield Network’s ‘Coaching for Personal and Professional Mastery’ program. I can support your needs around professional development, succession planning or deepening networks and skills.
