I work one to one with principals, families and the people who lead their offices, when a decision of real consequence is on the table: handing over to the next generation, selling or stepping back from a business, what comes after a major sale, how the family office itself should be led, or a disagreement within the family that needs to be resolved.
We take the time to think the decision through together. I help you look beyond the immediate effects to the second- and third-order consequences, surface patterns you may not have seen, and re-examine the information in front of you. The decision remains yours; my role is to help you make it well.
Engagements are confidential and limited to a small number each quarter, by referral or introduction.
Convenings
Once or twice a year, I bring together a small group of leaders from different sectors for a private conversation about what they're facing. It's a rare chance to think alongside people who understand the pressure, without an agenda or an audience. Attendance is by invitation; if you'd like to be considered, just mention it when you get in touch.
If you're facing a decision like this, let's talk.