A Trusted Advisor To A Small Number Of Families.
For a few families and family offices, I serve as a long term advisor: the discreet, generalist counsel a principal can think aloud with, across the full range of what they weigh.
The Role
Principals are surrounded by specialists. Lawyers for the legal questions, bankers for the financial ones, advisors for the structural ones. Rarer, and harder to find, is someone trusted across all of it at once. Someone who understands the commercial picture and the personal one, who has no product to sell and no side to take, and who can be relied on for plain judgement when it matters.
That is the work. It is generalist by nature, because the questions a principal actually carries do not respect the boundaries between specialisms. A decision about a business is often also a decision about a family.
The Remit
The range is wide by design, and shaped to the family. It has spanned commercial and investment decisions, acting as a discreet sounding board, navigating sensitive matters within a family, and the slow and human work of succession and transition that families rarely discuss openly.
What runs through all of it is the same thing the rest of my work runs on: cultural intelligence, trust held over years, and judgement that is mine to give.