Consulting & Advisory

In our globally competitive business world, change is part of growth. If you’re a founder, CEO or executive who’s looking to make a change, we can guide you through your current difficulties and help to prevent and overcome future impediments. Whether you’d like to solve your toughest human resource problems, integrate new technology into your business, corporate restructuring, creating an exit strategy, looking to merge or acquire a company, plan for international or local growth - we are your strategic partners who will provide the knowledge, expertise, and guidance to develop a solid strategy and work with your team to achieve the desired results. change management is a must to deliver the results you are looking for in your overall business strategy.

 

Our overall focus comes down to growth as we are hyper focused on improvement and growth which is why we are sought after for our highly effective and efficient work when providing corporate restructuring and corporate turnaround strategies. To ensure our client's success, we also provide consulting, coaching and training as well as overseeing the implementation and execution of the strategy to ensure a smooth and effective transition. This also includes mergers and acquisitions. 

 

We ensure that the business strategy is sound, validated, focused, and achievable. When we are done, your team is ready to go the distance.

Our team is constantly sought out to provide advisory services to CEO's, Boards and Chairmans to provide an outside and unbiased perspective without having to deal with internal conflict, Our advisory services are always kept private and at the highest level of secrecy - no one will ever know of our services to you or your company if this is your desire. Having a seasoned business professional, strategist and coach in your corner provides for multiple benefits for you and/or your board, especially with our diverse experience in various industries and cultures from around the globe.

 

Board of Director roles is a service that can be temporary or long term. Our purpose when on board is to the shareholders and to provide shareholder value while protecting the integrity and well being of the company and ensuring that it is always in compliance with the appropriate laws and with professional and personal integrity. We are not afraid to go against the grain, provide diversity amongst the group or challenge the status quo - we are not a yes mentality, we are a "do the right thing for the right reason" mindset and will always be of a strategic and balanced mind. 

 

To learn more about how we provide advisory and board services, contact us now to book an appointment as we will be pleased to be of services.

Relationship Management at our Family Office is the combination of a) the family wealth preservation and growth strategy, b) the family dynamics strategy, and c) the family office and corporate employee relationships.

 

For almost a decade we have provided families (of significant wealth) with a very unique and specific type of Family Office service that has benefited our clients with creating a long-lasting harmonious family and corporate culture that allows for open and honest dialogue amongst the members of the family and its multiple generations and branches via marriage. Our goal is all about prevention - if a family is blessed to have earned or acquired its wealth, our goal is to prevent the unnecessary destruction of the very structure that has built it. Our purpose is to ensure that the wishes of the matriarchs and patriarchs are met, be it an exit strategy by merger or acquisition or for it to be handed down to future generations

 

We represent the long-term well being of the family office, its assets, its businesses, and its members. We play a strategic role in working with members as the independent and unbiased advisor, guide, coach, mentor, trainer and trusted "go-to" source when the human side of the equation has problems or issues to resolve. People can make or break a company, but they can also do the same and worse in a family - office. Issues such as jealousy, competitiveness, favorites, gossip, miscommunication, negative publicity, proper behavior, protecting confidentiality as well as rights, assignments, and roles in the family organization. 

 

We do not get distracted nor influenced by the numbers, we to take the overall business strategy into the equation as we are all about protecting and growing the family wealth - but unlike organizations where there is a biased view, alternative motives or preferences - ours are simply focused on the individuals.

 

To learn more about our Family Office services feel free to contact us to arrange for a conversation to have an open discussion about your needs as it would be our pleasure.

Click here to book a free consultation

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