Please call or email me for a consultation:
Phone: 682.777.1742
Email: [email protected]
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1712 CONSULTING'S SERVICES
APPLYING A BUSINESS PROCESS TO
SOLVING COMPLEX PROBLEMS.
A COLLABORATIVE APPROACH.
OUR SERVICES
Helping Single Family Offices
- Build out new organizations to support the needs of family office clients
- Transform existing offices to serve the next generation of clients
- Assess costs and evaluate new initiatives
- Enhance scale and look for operational improvements
- Manage complex projects to help accelerate important initiatives
- Implement new services to deliver a better outcome for clients
- Think strategically about future iterations of the office to help evolve with the family
Working with Wealth Management Firms
- Evaluate current offerings and look for opportunities to expand services to support UHNW families
- Support the development and implementation of new offerings
- Build networks and resources, including thought leadership on complex family topics
- Support vendor selection
- Find operational efficiencies
- Serve as a strategic partner
Coaching & Mentoring Executives
- Support executive leadership within family offices and financial advisory firms.
- Deepen skills, networks and influence with clients, and in the marketplace
- Provide professional development opportunities to strengthen teams and to support succession planning
- Teach the strategies and tools necessary for ongoing networking and accessing untapped resources
Interested in learning more?
