Advisory Services
We work closely with a small number of families, founders, and institutions — offering candid, experienced counsel at the moments that matter most.
Built for Those Who Think Long-Term
Founders & Entrepreneurs
You've built something remarkable. Now comes the hard part — navigating a raise, a sale, a leadership transition, or simply figuring out what's next. We've been in your shoes and offer honest counsel without an agenda.
Families & Family Offices
Multi-generational wealth is as much about people as it is about portfolios. We help families establish governance structures, navigate succession, and build frameworks that keep the family aligned across generations.
Institutions & Boards
Strategic clarity is hard to come by when you're inside the building. We work with boards and leadership teams to stress-test assumptions, sharpen strategy, and navigate periods of change with confidence.
How We Can Help
Capital Strategy
Fundraising preparation, investor positioning, deal structuring, and capital allocation frameworks for growth-stage businesses and family portfolios alike.
Governance & Succession
Designing the structures, policies, and decision-making frameworks that help families and institutions endure — and thrive — across leadership transitions.
Strategic Planning
Facilitating the hard conversations, challenging the assumptions, and helping leadership teams build strategies grounded in reality — not wishful thinking.
Introductions & Network
Access to a carefully cultivated network of investors, advisors, operators, and institutions — opened thoughtfully, never carelessly.
Relationship, Not Retainer
We don't take on dozens of clients. We work deeply with a small number of partners where we believe we can make a genuine difference. That means you get our full attention — not a team of juniors.
Every engagement begins with a candid conversation about fit. If we don't think we're the right advisors for your situation, we'll tell you — and point you toward someone who is.
"Good advice is worth infinitely more than easy advice. We're here to tell you what you need to hear, not just what you want to."
— Tomasz Felpel
Explore Working Together
We welcome initial conversations with no strings attached. Tell us a little about your situation and we'll respond personally.
Start a Conversation