How Can We Help You?

 

We offer an array of trusted services for Family Offices and Private Companies around the world with years of successful engagements.

 

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Corporate Due Diligence

Want to implement a business concept and need in-depth analysis from experienced leadership with cultural, strategic, operational, and legal perspectives? 


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Market Development

Need to undertake a major engagement from your family office or business but don’t want to worry about conflicts of interest among existing leadership teams?


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Start-up, Turnaround or Realignment

Are you looking at a scenario that requires leadership to build or rebuild a team based on a defined cultural alignment?

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Advisory Board Roles

Need to add an Advisory Board member with the kind of insights that can add tremendous value to your operating environment?


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International Expansion Strategies

Interested in establishing a Captive, IFE (international financial entity), or Foundation but don’t know where to begin?


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Executive & Team Assessments

Interested in understanding how to unleash your leadership team in a disciplined, thoughtful way that encourages both individual and corporate growth?

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Family Office Leadership

Want to set up a family office but are not sure what steps to take or what services should be considered?  Not sure who could run it for you?


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Operational Leadership

Want to supplant or supplement existing leadership within a current environment for a period of time but don’t want to expend the costs of a long-term hire?


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Organizational Design & Structure

Desiring to embark on a new business and concerned that the structure may not be optimized to align with your endgame?

Capital Investment Services

Development Capital and Private Equity Investment allocations