CEO and Leadership Coaching

CEOs are all to often left to solve problems without the requisite information and feedback necessary to make the most effective decisions.  Without receiving context from a 360 review, CEOs are confronted with the same recurring issues and negative behavioral patterns that plague performance.

CEOs and Leadership Teams are given the opportunity to test hypotheses, be challenged in a confidential and safe environment, and examine how select behaviors impact measurable results. The process includes developing a culture of transparency and on-going feedback. The value proposition is to push the limits of self-awareness, self-reflection and assumptions, to create optimal strategic, leadership and operational performance.

Family and Partnership Dynamics

The divorce rate is nearing 70% and the number one reason is an inability to communicate. Family and business partnerships are no different.

We work with families and partners that are struggling with their dynamic, unable to find purpose, success, harmony and love together. We help families and business partners have effective and difficult conversation to begin the process of trust and alignment. We create the space to talk through issues such as, wealth and control and provide solutions that are mutually beneficial.

Wealth can create very complex dynamics in a myriad of ways. The following are a few of the issues we help clients solve. How do you keep and create healthy familial relationships while dealing with complex issues such as: wealth discussions with multi-generations, wealth transfer, multi-generational approach to investing and philanthropy, control with-in the business, spending practices and change or disruption due to divorce or health. All conflict comes down to the realization that solutioning begins with the courage to have open and candid conversations.

Family Office and CEO Portfolio Company Practicum

CEOs are rarely (if ever) offered a confidential peer forum, for the purpose of processing challenging business issues.  The value proposition is to leverage the minds in the room and push the limits of thought exchange, collaboration and decision making to maximize performance.

Research states that over 50% of the time, what we believe to be our most pressing issues are actually something else. Without a rigorous process by which peers question each other’s assumptions and thought patterns, most issues are “solved” at the most superficial levels if at all.

The rigorous facilitation method ensures that “no stone is left unturned” and all ideas are fully vetted.  It is a sacred space where CEOs are able to speak candidly amongst un-biased, engaged and resourceful peers and are held accountable for implementation.

Behavioral Due Diligence

Analyzing the effectiveness of a Leadership Team and CEO gives companies important data on which to make decisions and leverage discussions. Having the tough conversations regarding leadership effectiveness is rare, which can lead to lagging results from 1-3 years until the issues are confronted and dealt with. Optimal results are achieved pre-deal, in order for the company/firm to proactively facilitate tough discussions on differences in culture and CEO and Leadership performance metrics to ensure a high-value transition.