For Firms Serving UHNW Families

Using Logic To Solve Problems

For financial firms and investment advisory practices, our objective, logic-based, iterative analysis allows us to assess and explore various strategic approaches and recommend tactical work steps to achieve well-defined objectives.

We bring a combination of deep domain knowledge derived from years of direct operating experience, and direct access to complementary firms and professional service providers.

Working with your team:

As a “thinking partner,” we act as a sounding board for you and your team in the spirit of a partnership.

As a catalyst for action, we provide evidence-based observations, unbiased feedback and guidance in real time on a range of management issues to affect change.

Areas of Service

Organizational Design

Change Management
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Vision/Mission Development
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Governance, Capital Structure & Succession Planning

Business Strategy

Service Model/Gap Analysis
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Staff Model/Configuration
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Operations Management
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Pricing
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Compensation
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Technology & Systems

Business Growth

Organic/Inorganic Growth
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Client Acquisition & Sales Effectiveness
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Financial Advisory and Due Diligence Support