We offer executive infrastructure, Office of the CEO support, estate and lifestyle management, recruitment, operational consulting, startup consulting for both lean and hypergrowth settings, and professional training and mentoring. Everything is tailored to the specific operational needs of each principal, household, or organization.

Every relationship begins with a private conversation. We use our initial call to understand your needs, priorities, and lifestyle as a whole. From there, we can determine together what makes sense to address now, what can wait, and where you may benefit from support in the future

Our approach is rooted in current data from the world's premium reports, real-world experience, and a deep understanding of people, operations, and private environments to understand what you need now and what may come next.

Pricing is not published. Each engagement is tailored to the scope and complexity of the work, and pricing is discussed during the intake process.

Our relationships are personal, discreet, and highly responsive. We become an extension of your team when needed, bringing structure, trusted resources, and thoughtful oversight without adding unnecessary complexity. We have a sense of care and humor and are rooted in peace and kindness

We are based in the San Francisco Bay Area and work with clients globally.

We work across all industries, tech, finance, real estate, family offices, private equity, construction, and more.

Fractional engagements are tailored to the scope, complexity, and level of support required. After understanding your needs, we recommend the right structure and provide clear expectations around scope, involvement, and fees.

If you are not sure what level of support you need, request a private consultation, and together, we'll determine what makes sense now, later, or not at all. Every inquiry is handled with discretion and confidentiality.

Our search engagements are intentionally focused and highly involved. We intentionally maintain around 2-5 active searches rather than competing for volume. This allows us to become deeply familiar with the principal, household, organization, culture, expectations, and nuances of the role.

As a matter of practice, we do not typically conduct the same search alongside another search firm. When we accept an engagement, we want to be fully accountable for the process and the outcome.

Dedicated Search | 15% Investment

• Our fee is based on the candidate’s first-year base compensation and reflects the scope and complexity of the search, not simply the salary figure. We consider the level of the role, the market, the specificity of the requirements, and the difficulty of identifying someone who is genuinely right for the household or organization.

• A 25% engagement fee is required to initiate the search.

Advisory + Search | 18% Investment

• This engagement may include a broader assessment of the household or family office, role design, team structure, compensation guidance, candidate sourcing and assessment, references, onboarding, and ongoing advisory support.

• The scope and fee are customized to the needs of each engagement. A 30% engagement fee is required to begin.