Services

 Our management consulting services focus on our clients' most critical issues and opportunities: strategy, marketing, organization, operations, technology, transformation, digital, advanced analytics, corporate finance, mergers & acquisitions and sustainability across all industries and geographies. We bring deep, functional expertise, but are known for our holistic perspective: we capture value across boundaries and between the silos of any organization. We have proven a multiplier effect from optimizing the sum of the parts, not just the individual pieces. 

Our expertise and broad resources can help you with:   

Compensation Plans

Rewards Programs

Recognition, Awards and Incentives

Key Operating Indicators

Website Assessments

Policies and Procedures

Starter Kits

Forms

Founders Programs

Sales Force training

Brochures and Catalogs

Business Plans

Pilot Programs

Budgets

Marketing Plans

Strategic and Operational Plans

Training Materials

We have  been providing confidential, custom consulting services for over 20 years to enterprising families and family offices. We provide strategic advice and practical solutions to families as they navigate the challenges of managing substantial business and financial assets, in an effort to do what is best for the family and best for the business.