- Helping Single Family Offices
- Build out new organizations to support the needs of an UHNW family
- 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
- Partner on strategic initiatives and evaluate partners and vendors
- Working with Wealth Management Firms
- Evaluate current offerings and look for opportunities to expand services to support UHNW families
- Support the project management process of implementing a new offering
- 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 to deepen their skills, networks and influence with clients and in the marketplace
- Provide professional development opportunities to strengthen your team and to support succession planning
- Teach the strategies and tools necessary for ongoing networking and accessing untapped resources
A BUSINESS PROCESS TO
SOLVING COMPLEX PROBLEMS.
A COLLABORATIVE APPROACH.
