Empty modern office with a white desk and black office chair in front of a gray wall, lit by sunlight through window blinds.

We operate behind the scenes-so you can lead with confidence

Services we offer

Chief of Staff Services Chief of Staff Services
Chief of Staff Services

Strategic oversight and executive coordination for families, estates, or nonprofit leadership.

  • People & Communication Leadership

  • Philanthropy & Legacy Development

  • Operational Oversight & Administrative Continuity

  • Risk, Privacy & Security Planning

  • Strategic Planning & Stewardship

Estate & Household Management Estate & Household Management
Estate & Household Management

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

Donor & Sponsorship Management Donor & Sponsorship Management
Donor & Sponsorship Management

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.

Learn more
Placeholder