Global Family Office Advisory

We advise families on best practices for structuring their family office, ensuring the operating model reflects both immediate needs and long-term goals. Whether building a new family office structure or optimizing an existing one, we focus on aligning every element with the family's goals.

We specialize in family office recruiting, identifying and placing trusted leadership for family offices and enterprises. This includes C-suite roles such as CEO, CIO, COO, CFO, COS and general counsel, as well as building out high-functioning teams. We evaluate both skillset and cultural fit, drawing from our deep and highly confidential network of executive talent.

We work with leadership across the entire family enterprise to ensure that all key leaders are working towards the family office's strategy and vision. This includes working with the executives of the operating companies, family office and board to establish clear frameworks for strategy, succession, and communication.

Governance, strategic planning, and best practices are driven by a well-constructed family board and a thoughtfully built advisory board of family office executives. We work with families to establish or strengthen their board of directors and advisory committees, ensuring their long-term success and legacy.

We advise on team design, role clarity, communication, and performance strategy to ensure the right people are in the right seats. Our support spans onboarding, integration, and long-term advisory, helping families maintain strong, collaborative teams that evolve as the enterprise grows.

We help families bring the values to life. Our work includes aligning giving with family values. We bring clarity and structure to philanthropic goals so families can define their legacy, working to help the next generation find their purpose.