Our Process:

Discovery: We start with: What’s working? What’s missing? What’s urgent?
Define Success: We co-author clear objectives to ensure alignment and purpose.
Solution Design: Once your goals are clear, we meticulously implement tailor-made solutions throughout the entire family office from top-to-bottom that will help us deliver your desired results.
Project Management and Execution: We, alongside our network of partners, execute the project in a way that aligns with your goals and values. We prioritize maintaining your confidentiality throughout the bidding process with external partners, and we’re able to deliver significant cost savings through flat-fee arrangements.

Recent Engagements:

Structuring & Building New Family Offices

Following a major liquidity event, designed the structure for a new family entity to manage the principal’s investment, philanthropic, and personal activities. Built a staffing model, established operational systems, and developed protocols for working with external advisors.
Helped a $5B+ founder build their personal office from scratch. Oversaw the hiring of tax, legal, investment, and accounting advisors, as well as their first personal employee. Managed PEO setup to ensure proper employment, benefits, and compliance infrastructure.

Supporting Next-Generation Family Members

For the next gen of a $5B+ family, built a full support system in a new city: sourced and oversaw home acquisition and renovation, hired a business manager, assembled a domestic team (PA, nannies, housekeepers), and ensured insurance and immigration compliance. Continue to serve as their primary advisor.
For another next-gen client, act as day-to-day advisor and coach — liaising with the family office, managing budgeting and household staff, and building a structure to support future independence and investment decisions.

Managing Risk & Sensitive Transitions

Developed a comprehensive emergency and end-of-life playbook for a $100B+ family office. Defined roles across trustees, staff, and family members to ensure clarity through major life events. Worked with legal, investment, and banking teams to align with estate plans and mitigate reputational risk.
Stepped in during internal conflict to mediate household staffing issues, minimizing turnover and HR/security exposure for a prominent family.

Project Oversight & Owner’s Representation

Served as owner’s representative on multiple large real estate purchases, protecting client privacy and freeing internal family office staff to focus on core functions.
Advised a family office portfolio company during COVID-19, leading talent and organizational redesign to ensure business continuity and long-term team alignment.

Interim Leadership
We step into high-trust executive roles — temporarily or long-term — to stabilize, structure, and scale family offices and affiliated entities.
Human Capital Strategy
From recruiting and onboarding to managing sensitive HR issues, we design and execute team strategies tailored to each family’s unique culture and needs.
Owner’s Representation
We oversee complex real estate, aviation, and maritime acquisitions, ensuring privacy, alignment, and execution without unnecessary noise.
Family Office Buildouts
We help families build new family offices from scratch — advising on org structure, staffing, systems, compliance, and vendor strategy.
Coaching & Next-Gen Advisory
We serve as coaches and sounding boards to principals, next-gen family members, and senior staff — navigating everything from succession dynamics to personal leadership development.