Special Projects Helping People Succeed

Our clients often lack the time and the objectivity necessary to undertake special projects. So, we often begin our engagement by conducting interviews to assess the current environment, to have a better understanding of each participant’s views, and to listen to their expectations. We then outline the common themes and help to organize a strategy to accomplish the desired outcome.

On-going Advisory

Many times, the engagements have a long horizon of one or more years. That long-range vision gives us, as advisors, the opportunity to develop a deep understanding of the client, their environment, the unique circumstances, and the overall desires of the family or advisory practice to thrive. On these engagements, we work on an annual basis, with a quarterly retainer.

Board Roles Fostering Great Organizations

Outside advisors, serving as a board, can greatly help improve the family and its privately held enterprises. The advisory board can develop a deep understanding of the family, its business interests, the leadership team, insight into how the family members see the enterprise, as well as providing objective and constructive guidance as an active board member. This is a limited service based on an annual engagement.