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 three complementary professional services that promote long-term results & relationships:

Governance:

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

Advisory:

• Practical strategic counsel in the formation, operation & governance of a Family Wealth Business.
• This can be provided on a traditional Consulting or Interim/ Fractional Executive basis.

Mentoring:

• Executive mentoring for key employees of a Family Wealth Business to enhance performance, retention & succession.
• Next-Generation mentorship for heirs and beneficiaries of affluent families, by helping them cultivate the mindset, responsibility, and skills necessary to become prudent stewards of the family wealth.