We operate behind the scenes-so you can lead with confidence
Services we offer
Strategic oversight and executive coordination for families, estates, or nonprofit leadership.
Calendar & priority management
Cross-functional coordination
Vendor & project oversight
Cultivating high-performance, service-oriented teams with discretion and excellence.
Estate operations
Property maintenance & systems
Asset inventory & vendor relations
Onboarding and training programs
SOP Development
Emergency Response Procedures
Security Procedures
Leadership & Etiquette Coaching
Cultivating lasting relationships and maximizing support for nonprofits and family foundations.
Donor CRM & database management
Sponsorship outreach
Event planning & execution
Our
company ethos
Discretion. Precision. Legacy.
We are a boutique consultancy specializing in operations, strategy, and relationship management for family offices and nonprofits.