Turn Wealth into Freedom. Build a High-Functioning Family Office That Runs Itself

Every engagement starts with an in-depth Family Office Assessment to diagnose issues and create a tailored roadmap.

• Operations Review—Assess systems, tools, and execution cadences
• Org Design—Swimlanes, roles, and leadership effectiveness
• Team Fit Analysis—Using VL Core Potential™ personality assessments
• Custom Roadmap— for optimizing your family office

(IMPORTANT NOTE: We DO NOT get involved in, or need to see, the private finances of the family office in any way. You already have CFOs, wealth advisors, and attorneys that handle that. We are strictly involved in optimizing how the office runs day-to-day, ensuring it’s in line with the long-term vision of the family office.)

Once the assessment is complete, we both decide whether or not we’re a fit to work together. If we agree it’s a fit and there’s interest in moving forward, we have multiple service packages to choose from.  See below.

*One-Time, 30-Day Engagement

Best for early-stage family offices that have execution under control but need the right systems to stay on track.

WHAT WE DO

• Create Your Organizational Blueprint
• Facilitate Quarterly Planning Meeting
• Org Design & Swimlanes—Clarify roles and responsibilities
• Implement & Train on Custom Workload Management Systems—(Issues, task, & project tracking)
• Train Your Team on Weekly Meeting Facilitation

*One-Time, 90-Day Engagement
*Recurring Quarterly Assessments + Check-ins Available (for an additional fee)

Best for UHNW families who need ongoing execution support & accountability to free up their precious time.

WHAT WE DO

Everything from the Structure & Systems Implementation Package Plus:

• Run Weekly Leadership Meetings—Drive alignment & execution
• Daily Frontline Accountability & Problem-Solving for Key Staff
• Team Assembly & Hiring Support—Final candidate interviews
• Internal Process Documentation & Optimization—So the office can run smoothly and grow without chaos
• Ongoing organization, maintenance & upkeep of custom Asana instance
• On-Call Problem-Solving & Execution Support—Solve issues in real time
• 10 Hrs / week of Project Work from our team - as determined during quarterly planning meeting

*Recurring 6-Month Engagement

Business & Investment Support 

• Operational Risk Assessments (of Existing Portfolio Companies)
• Operational Due Diligence (for Prospective Investments)

*One-Off Engagements (as needed) 

Personal Services (For Family Members & Key Decision-Makers)

• Personal Coaching & Accountability (Goal-setting, planning, execution support)

*Recurring 90-Day Engagement

• Family Trait Dynamics Review + Career Mapping (Vision to Life’s Core Potential™ Personality Trait-mapping platform for family members, kids & grandkids ages 11+)
• Legacy Time Capsule (Values, wisdom & personal philosophy captured for future generations)
  • Digital Slide Deck; or
  • Custom Online Course (Includes video interviews, storytelling & key life lessons)

*One-Time, 90-Day Engagement