SERVICES OFFERED
Operational Oversight: Manage operations across multiple businesses, properties, development projects, and investment portfolios.
Financial Strategy: Lead accounting, budgeting, and quarterly zero-based resets for easy exits and investment readiness.
Strategic Planning: Conduct business unit sessions to optimize processes and ensure accountability for timelines and outcomes.
Investment Management: Build and grow investment portfolios, conducting due diligence, and monitoring all investments.
Global Banking Relationships: Manage global banking and investment banking relationships, capital expansion, and reporting requirements.
Tax Strategy: Lead global tax strategies for efficiency, compliance, and risk management.
Project Management: Evaluate and optimize current development projects, challenging budgets and timelines to build value.
Long-Term Planning: Set 12-24 month goals for financial and operational performance, managing the team for successful completion.
Weekly Reporting: Prepare weekly reports on investment performance and activities against targets.
Business Strategy Implementation: Design and implement business strategies, financial models, and procedures to meet financial goals.
Stakeholder Relations: Build and maintain relationships with internal and external stakeholders and service providers.
Contractor Management: Establish connections with professional contractors, fostering relationships under the family name.
Insurance Oversight: Manage insurance renewals, premium payments, and source additional coverage as needed.
Family Office Leadership: Lead overall family office strategy, budgeting, and senior team performance.
Human Capital Development: Oversee staffing, culture, and performance objectives for team members.
Industry Expertise: 10+ years in multi-business management, including P&L and budget management across consumer goods and other industries.
Proven Investment Management: 5+ years of investment management with a strong track record of returns across asset classes.
Business Transactions: Experience purchasing and selling businesses with proven success.
International Tax Expertise: 4+ years of international tax planning, execution, and delivery.
Land Development & Construction: Expertise in managing land development projects and construction, optimizing costs and timelines.
Global Tax & Company Structures: Manage global tax compliance, advising on structures for maximum efficiency.
Financial Acumen: Develop and manage budgets, forecasts, and financial models, providing insights to CEOs and boards.
Team Leadership: Experience in organizing and managing teams in a multi-business environment for peak performance.
Project Management Skills: Expertise in project portfolio management, including Gantt charts, PERT, timelines, and official project tools.
Cash Flow Management: Maintain firm momentum through strategic cash flow management.
Margin Monitoring: Develop and monitor margins for the best commercial impact.
