Services
Our advisors work directly with the decision-maker, delivering timely and acute advice, instead of handing off work to an associate.
The business
Succession planning
Who is ready, who is not, what has to change, and what the family or board has to agree on.
Selling the business
Whether to sell, what is worth doing first, and who should be at the table.
Operational improvements
Performance and financing structure. The changes that make a business worth more, or make it stop losing money.
Personnel and team evaluation
An outside read on your executives — strengths, gaps, and whether the people you have are in the right seats.
The board
Board-level intervention
We come in as a director, as an advisor to the board, or alongside it, and take charge of the process when the situation requires someone to.
Director sourcing
We know who is worth having in the room, and we can get them there.
Governance and structure
Board composition, committee structure and company policy.
Third-party advisor selection
Assembling the team a situation requires — tax, quality of earnings, legal, investment banking, restructuring — and managing it to the plan. Sometimes that is the professionals already around the family. Sometimes it is not.
The office
Family office formation and structure
Whether to build one, what it should do, who staffs it, and which advisors have to be in place before it opens.
Post-sale design
The other side of a liquidity event is a different organisation with different problems. We help build it before it is needed.
Investment strategy and oversight
- Asset allocation
- Portfolio construction
- Portfolio and fee rationalization
- Manager selection
- Performance measurement and attribution
Portfolio and non-core asset evaluation
What you hold, what it is worth, and whether anyone is watching it properly.
How the work gets done
We are relationship-driven
Real results come from building trust through transparency and experience. Our partners have worked with the same families across successive phases of a generational transition, with the relationship continuing well past any single decision.
We are effective in a crisis because we have led companies through them ourselves
Our partners have spent their careers investing in and operating companies in transition, as lead directors and as chief executives.
We do not just advise
We position you to reach the outcome you want by setting the strategy, bringing in the right specialists, and seeing the plan through.
Who it’s for
Family enterprises
The family that owns something together — an operating business, a family office, or in time both.
Board-led companies
Public, private-equity-backed and private companies with a functioning board, facing an exit or a break.
As a fee-based advisor, our only interest is your objective.