private clients

Strategic Support for Families and Individuals Navigating Wealth, Purpose and Legacy

Strategic Advisory

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Families and private individuals with significant wealth face multi-layered decisions — from giving with impact to shaping governance, aligning family priorities, and making confident choices without overwhelm. I help you clarify intent, explore options and structure decisions so you can act with clarity and purpose.

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Define a philanthropic strategy grounded in values

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Facilate honest, productive family conversations

Connect you with aligned organisations and advisers

Support next gen to find an authentic role

Areas of Support

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

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Strategic Counsel & Governance

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

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Philanthropic Strategy

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

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Committee, Trustee Meetings & Retreats

Secretariat & meeting facilitation
Curated speakers and site visits
Trusted introductions to aligned organisations, peers, and advisers

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Independent Research & Special Projects

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

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Next-Generation Engagement

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

Typical Engagements

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Strategy Session

90 Minutes

Strategic Counsel

4 sessions over 4–6 months

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Family Session or Retreat

Half-day or Full-day

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Special Project

Short, defined scope

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Next Generation Mentorship

2–4 sessions

Why Choose Independent Consultancy

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

Investigate options objectively