Case Study: From Disorganized Wealth to Strategic Force
Industry and Description: Single Family Office, 15+ yrs old, ~$600M in diversified assets (real estate, public, PE, and Direct Investments).
Owner Challenge: The patriarch had built significant wealth and created a family office decades ago, but its structure and focus was never formalized.
Noted issues: The office lacked strategic direction, had bloated overhead (expenses up 27% YoY), and no metrics or performance indicators. Investment decisions were ad hoc and emotionally driven. Internal reporting was unclear, and staff didn’t know who they ultimately served—Principal, family, or advisors. The family wasn’t aligned on values or vision, and no one trusted the office to do more than paperwork.
Solution: First, we worked directly with the Principal and each family branch to clarify their goals were and tied them to the overall family’s goals. We rebuilt the family’s vision and translated that into an SFO mission and roadmap. We restructured the team and professionalized the organization with a robust strategic planning program and metrics to monitor performance. Next, we pushed some of the family capital into direct operating company investments that were aligned with their values – we tuned those portfolio companies up—clarify the path for those owners and maximizing the ROI back to the family office.
End Result: Operating costs of the family office dropped 32%, transparency skyrocketed, and the family re-engaged with quarterly meetings and decision rights. EBITDA across the four operating companies increased by an average of 47% within 18 months. The family is now actively scaling two businesses, and just sold one for 3.4x their original investment. The family office went from being a drag on wealth to a driver of it.
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