Evolve.

Our role in consulting is to offer our expertise, partner around your future vision and strategy and be your sounding board. There are times when we will be the catalyst you need to make deep changes, turn a difficult corner or create an environment where progress comes from stepping into difficult conversations.

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Services

We provide multifaceted, top-to-bottom support for enterprising families, advisors, and single and multi-family offices. Our services fit into six broad categories that all overlap with one another. While they are interrelated, they flexibly adapt to fit your needs.

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Coaching & Mentoring

Strategy

Development

Governance & Decision

Making

Continuity & Succession

Planning

Family Enterprise

Education

Family Relationship

Management

01.

Enterprising Families

If you are part of a complex, enterprising or

multi-generational family, we are aware of both the joys and challenges that this can hold. Our expert consultants have been working with families for decades, helping them to surmount the toughest of challenges in areas such as family dynamics, ownership strategy and business performance.

02.

Single and Multi-Family Offices

If you are part of a single or multi-family office and looking to expand the how you function in service of families, we are

here for you. Our unique and complementary skills make us your ideal family advising partner. We have developed essential program partnerships that will enable you to create more value for families of wealth.

 

03.

Professional Advisory Firms

If you are a professional advisor or part of a professional service firm, our team of family enterprise experts can work alongside you to expand your practice. In our work with advisors, the Telos Group team facilitates you as you deepen your work with enterprising families and work in service to their long term success.

 

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Single and Multi-Family Offices

Single & Multi-Family Offices are spheres where all our services come into play, these include:

  • Designing and/or clarifying family office go-to market strategy

  • Providing family enterprise services for family office clientele

  • Governance and decision-making processes for family office clients

  • Development and delivery of custom education

  • Coaching & mentoring relationship managers to assist with family office client advising

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Enterprising Families

Enterprising Families require dynamic support, some of the ways we facilitate endurance and strength in their systems include:

  • Family retreats & meetings facilitation

  • Family, ownership & business governance

  • Family and interpersonal dynamics

  • Decision-making & accountability structures

  • Strengthening communication & conflict resolution

  • Customized education modules & programs

  • Generational transitions

  • Family councils & foundations

  • Strategy, planning & policy development for the family, ownership group, & business(es)

 

Specific to an Operating Business

  • Board development

  • Results and performance enhancement

  • Creating & maintaining organizational culture

  • Succession & continuity planning & preparation with the next generation

  • Exit strategy

  • Management and leadership development

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Professional Advisors

Advisors and Professional Advisory Firms benefit from multi-faceted services, including:

  • Designing strategy and providing services for firm clientele

  • Working alongside advisors to assist with family client needs

  • Development and delivery of custom education and training for advisors and firm clients

  • Coaching & mentoring advisors to assist with family client advising

 
 
 
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