Our Services
Dynastic Strategies From the Inside Out
Just as every tree is different and has a unique story, the families we serve do as well. Our thoughtful, strategic, and effective services are designed to help successful and affluent families, their family office staff, and their trusted advisors formulate and implement strategies that result in durable family harmony, financial prosperity, and operational excellence.
Types of Family Offices We Serve
- Conceptual/Theoretical/Startup
- Embedded
- Hybrid/Virtual
- Single Family
- Multi-Family office
- Dynamic and ever-evolving
- Trusted advisors who serve family offices
- A combination of any of the above
“Working with Rich is like slowing down to speed up. I initially wondered why we were spending so much time on values and intentions; however, the time paid off and it made writing the operating agreement so much more efficient and the big decisions so much easier because we were already in agreement about the family values and funding priorities.”
– Family Principal of a Newly Created Family Office
Our Core Services
Whether you work in a family office (of any type), are a family member of a family office or to-be formed family office, or are a trusted advisor to an affluent family or their family office, we offer our core services to help reimagine the family office to support and enhance multigenerational success.
- Strategic Planning
- Governance and Policy Design and Implementation
- Family Education Curriculum and Training
- Family Enterprise Assessment and Feedback Reporting
- Family Enterprise Alignment
- Ownership Development and Planning
- Communication Planning
- Conflict Resolution
- Succession-Transition-Continuity Planning
- Health and Well-Being Services
- Philanthropy Planning and Implementation
- Family Enterprise Alignment
- Family Meetings / Retreats Design, Implementation, Facilitation & Speaking
- Sustainment and Resiliency Services
- Strategic Planning
- Governance and Policy Design and Implementation
- Trusted Advisory Board Development & Implementation
- Outside Chief Investment Officer (OCIO) Services
- Outside Chief Lending Officer (OCLO) Services
- C-Suite Services
- Operating Company Business Support Services
- Philanthropic Services
- Branding / Chief Marketing Officer (CMO) Services
- Family Investor Relations Services
- Financial Modeling, Budget, and Forecast Development and Monitoring
- Request for Proposals (RFP) / Request for Information (RFI) Processing
- Strategic Planning
- Governance and Policy Design and Implementation
- Trusted Advisory Board Development & Implementation
- Assessments of Board, Leadership, Management and Staff
- Tech Stack Evaluation, Design, and Implementation
- Process, Systems and Controls Design and Implementation
- Financial Reporting Design and Implementation
- Temporary, Bridge or Fractional C-Suite Services
- Overflow Accounting, Financial, Bookkeeping, Bill Pay Services
- Independent or Outside Director / Committee Services
- Trustee Services
- Education and Training
- Board Chair Training and Development
- Retreat Speaker / Facilitator
- Independent Director / Trustee Search
- RFP/RFI Development for Professional Services
- Non-Family Advisory, Board Member, Committee Member, Trustee
Achieving a Healthy, High-Performing Ecosystem
We understand and appreciate the unique and intricate dynamics and challenges of all types of family offices. Managing, operationalizing, and integrating these components can feel overwhelming and can often lead to chaos and dysfunction for the family office which can result in a breakdown in family trust and harmony. Our services recognize this and serve to develop and sustain a healthy, high-performing family office ecosystem.
