Services

“Do not act out of selfish ambition or conceit but with humility think of others as being better than yourselves.”

Philippians 2:3  

I work closely with a very limited number of Family Wealth Businesses – such as Family Offices and Private Wealth Firms who are non-competing and conflict-free. I provide the following complementary professional services that promote consistent long-term results & collaborative relationships:

Governance:

• Active participation on Legal or Advisory Boards of Family Wealth Businesses to support their long-term vision, integrity and sustainability.

Advisory:

• Strategic counsel in the formation, operation & governance of  Family Wealth Businesses, provided on a consulting basis, typically for a specific initiative.

Outsourced Chief Operating Officer:

• Strategic management of the formation, operation & governance of Family Wealth Businesses, provided on a retainer basis, typically on a continuing, fractional basis.

Mentoring:

• Mentorship of:
  • Key employees of Family Wealth Businesses to enhance performance, retention & succession; and
  • Financial heirs  & beneficiaries of affluent families, by helping them cultivate the mindset, responsibility and skills necessary to become prudent stewards of the family wealth across generations.

Education:

• Educational programs to prepare financial heirs to become prudent stewards of their family wealth across generations.