Strategic advisory for family office development and operations
Services we offer
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Comprehensive organizational planning and structural design for new and evolving family offices. I collaborate with principals and key stakeholders to architect sustainable organizational systems, develop detailed staffing frameworks and role clarity, and establish scalable infrastructure that supports both current needs and future expansion while aligning with your family's priorities and long-term vision.
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Development of operational frameworks and documentation systems tailored to your family office's specific needs. I create detailed playbooks, protocols, and process documentation that ensure consistency, clarity, and scalability across all functions.
Examples include:
Comprehensive playbook development for HR, financial reporting, estate operations, and staff training
Household and estate management protocol design
Systems audit and optimization of existing operational frameworks
Process documentation and standardization across all functions
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Comprehensive advisory support for major asset acquisitions and strategic investments. I provide project management, comparative analysis, and strategic guidance to ensure acquisitions align with your family's usage requirements, management capabilities, and long-term objectives.
Real estate acquisitions: residential and commercial sourcing, financing, and project oversight
Private aviation: aircraft acquisition, chartering or fractional strategy, and operational planning
Marine assets: yacht acquisition, chartering arrangements, and management oversight
Cross-asset strategic planning and stakeholder coordination
Comparative analysis and due diligence support
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In-depth evaluation of your family office's human capital needs and organizational structure. I conduct thorough assessments of your current team, identify staffing gaps, and develop strategic plans for talent acquisition and team development that align with your operational objectives. This includes managing the full hiring process from candidate sourcing through final selection.
Comprehensive team structure analysis and performance assessment
Strategic workforce planning and role evolution mapping
Full recruitment process management: sourcing, interviewing, and candidate vetting
Organizational design optimization and succession planning
Remote assessments with detailed recommendations and implementation guidance
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Strategic analysis of your family office's operational effectiveness and workflow optimization opportunities. Through detailed assessment of current processes, I identify bottlenecks, communication gaps, and coordination challenges, then provide actionable recommendations for sustainable operational improvement.
Bottleneck identification and process optimization strategies
Communication system enhancement and coordination improvement
Internal reporting structure optimization and standardization
Implementation planning and change management support
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End-to-end vendor selection and partnership strategy for your family office's professional service needs. From RFP development to final selection, I manage the vetting process and provide strategic guidance on structuring vendor relationships for long-term success and value optimization.
Our Approach
Believing that family office operations should be managed with the same strategic rigor and operational discipline as investment portfolios, I started my advisory practice to partner with families navigating the complexities of organizational design, systems development, and operational excellence.
Over eight years as a Chief of Staff and COO of a single-family office, I developed a comprehensive understanding of what it takes to build and scale sustainable operations from the ground up. I directed cross-functional teams, managed complex initiatives, and established the operational frameworks that enabled the organization to function at the highest level. This experience revealed the critical gap between theoretical best practices and what actually works within the unique context of family office environments.
I work with families and family offices to solve operational challenges and build sustainable systems, whether you're developing a new family office from the ground up, scaling an existing operation, or optimizing current structures for better performance. My focus is on understanding what actually needs to be addressed, whether that's organizational design, process gaps, or strategic alignment, and developing practical solutions that fit your specific context and stage of development.
Every family office operates differently. My role is to understand your particular environment and provide guidance that makes sense for your objectives and parameters. Based in the Bay Area, I work with a select number of families who recognize that operational excellence is foundational to long-term success. I focus on building systems that operate seamlessly and solving problems that create meaningful impact.
