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empower.

Enduring family enterprises are not born, they’re made.  At the Telos Group, we help families build enterprises where the next generation can thrive.    

We Were Made For You

The Telos Group is a global consultancy firm that works with enterprising families and the advisors that serve them. With fields of expertise spanning the entire enterprising family world, we build capacities in families and advisory professionals across industries.

 

In our work with business families & families of wealth, we educate, facilitate, and consult to fortify the entire system - from family dynamics, to ownership structure, asset management, succession & transition planning, coaching, and much more. In collaboration with advisors & advisory firms we educate, facilitate, and guide firms to distinguish themselves as leaders and innovators in the family enterprise space. 

Who We Serve

01.

Enterprising Families

If you're part of a complex, enterprising or multi-generational family, we're aware of both the joys and challenges that such responsibility can bear.  Rest easy, you've come to the right place.  We can help you create synergy and alignment across your family and business.

02.

Single and Multi-Family Offices

  If you're part of a single or multi-family office and looking to expand the portfolio of services you offer your families, we can help.  Our unique and complementary skills make us your ideal advising partner.  We've developed essential program partnerships that will enable you to create more value for your clients. 

03.

Professional Service Firms

  If you happen to be a professional advisor or you're part of a professional service firm and need to partner with a team of experts who can enhance how you work with enterprising families, then we need to talk.  We will help you deepen your relationships with your enterprising family clients.

 

Our Expertise

The Telos Group is made up of a multidisciplinary team with expertise in strategy & governance, relationship & conflict management, next generation leadership development & much more.

Judi Cunningham
Managing Partner & Senior Consultant
MikeMcGrann
Partner & Senior Consultant
Katherine Bright
Family Enterprise Advisor & Governance Expert
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Vincent Valeri
Family Enterprise Advisor & Family Wealth Coach
Laura Barton
Family Enterprise Advisor & Leadership Coach
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“Telos has been a fantastic partner to us. They know the issues that face business owners when it comes to succession planning. We are looking forward to working together to further our value proposition.”

Enterprising Family with Global Operating Business

 
 

Insights From

Telos Group

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ABOUT

The Telos Group is a global consultancy that provides private, hands-on expertise and guidance for multi-generational family enterprises.

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