Families & private clients

Independent Strategic Counsel For Families & Individuals with Significant Wealth

What I do

I work as an independent and strategic counsel and trusted intermediary, helping families and private individuals to:

Clarify priorities and intent

Understand options and trade-offs

Ask the right questions of advisers and partners

Make confident decisions without overwhelm

Areas of Support

I am often engaged to work quietly and behind the scenes, helping families test ideas, explore structures and determine what is genuinely fit for purpose before making commitments.

Strategic counsel and governance

Decision-making frameworks and governance rhythms
Clarifying roles, cadence and priorities

Philanthropic strategy

Focus, intent and giving approach
Guidance on structures and set-up pathways, in plain English

Family sessions, retreats and introductions

Agenda design and facilitation
Curated speakers and site visits
Trusted introductions to aligned organisations, peers, and advisers

Independent research and special projects

Discreet exploration of options on your behalf
Conversations with advisers, providers and organisations
Clear summaries and recommendations, reducing noise

Next-generation engagement

Coaching and mentorship
Facilitated family conversations
Supporting next gen to find an authentic role

Typical Engagements

90 Minutes

Strategy Session

4 sessions over 4–6 months

Strategic Counsel

Half-day or Full-day

Family session or Retreat

Short, defined scope

Special Project

2–4 sessions

Next Generation Mentorship

As a result I am able to

I am not aligned to any product, provider or advisory firm, and I do not sell financial products, manage funds or receive commissions or referral fees. This ensures my advice and any introductions are objective and in your best interests.

Investigate options objectively