How we serve families

Our Services


The Business of Family Business

Our background in consulting with top private equity funds, sophisticated public equity investors, and family businesses, brings a unique perspective to the challenges families face

Strategic Analysis

Deep dive analysis of the family’s current business holdings.  Competitive benchmarking, profitability analysis

What's Next?

After the sale of a business or a generational transition, the family may change from owner/operators to overseers of a portfolio.  We help families develop their investment philosophy and then find the right partners to implement their strategic plan

Education / Investor Relations

Help the family understand its current capital base and implement regular reporting process


Extensive experience in designing governance structures

Family Office Development / Design

Help family determine what services should be offered.  Design client service model and staffing model.  In-source vs. out-source analysis


Our Engagement Process



  • Listen and understand family’s story and balance sheet
  • Align around set of mutual goals across generations
  • Assess feasibility of achievement
  • Develop “scoreboard” to assess performance


  • Determine decision making model for investment assets
  • Assess investment vehicle structures
  • Build investment committee – within family and outside experts
  • Solicit RFPs for implementation partners


  • Close the loop
  • Develop performance reporting framework
  • Educate family how to interpret performance
  • On-going communication

Schedule a Consultation

3322 West End Ave - Suite 200 Nashville, TN 37203
+1 615 270 5750