Thoughtful.
Comprehensive.
Actionable.

Outsourced COO for Families, Individuals + Closely Held Businesses

  • Sourcing, recruitment and oversight of family office employees and enterprise human resources

  • External advisor, manager and service-provider review, coordination, solicitation and onboarding, including RFPs and single-point-of-contact service

  • Solicitation and management of credit and banking transactions

  • Solicitation and oversight of risk management providers including property and casualty, life insurance, and employee benefits

  • Solicitation, management and oversight of fiduciary services and providers

  • Special transaction and project oversight and management

Outsourced CIO + CFO for Families, Individuals + Closely Held Businesses

  • Consultative review and analysis of assets including portfolio construction, account titling / ownership optimization

  • Asset allocation analysis for lifestyle, retirement, and charitable planning and inter-generational wealth transfer objectives

  • Sourcing, evaluation and monitoring of external investment providers

  • Sourcing, evaluation and monitoring of cash management and banking products

  • Evaluation and analysis of internal financial processes and operations

  • Operational and efficiency improvements to financial processes and protocols

Planning for Families + Individuals

  • Planning review and analysis for financial objectives including cash flow, charitable gifting and wealth transfer

  • Solicitation, management and oversight of professional planning partners and external service providers, including RFPs and single-point-of-contact service

  • For tangible property (e.g. art and collectibles): sourcing, management and oversight of specialty providers including appraisers, logistics, insurers, conservators, buying agents, and lenders; management of disposition process via private sale, public auction or donation, including RFPs

Governance for Families + Closely Held Businesses

Content Strategy for Enterprises

  • Values identification and articulation for charitable and legacy objectives

  • Enterprise family leadership structuring and management

  • Family meeting coordination and management

  • Business succession analysis and consultative planning

  • Review and coordination of business succession advisors

  • Content strategy review, planning and development for media, social, and print outlets including copywriting, ghost-writing, and copyediting

  • Content development for speaking events including presentation development, copywriting and copyediting