Sometimes you take that job with all sorts of promises:


Of responsibility, capital commitment, profit sharing and expected consistency of the organization’s goals and objectives.

Many times, things change.  Companies need to pivot, take advantage of market conditions and prepare for the future.

My client was tired of the family office: the politics, the promises of heavy capital commitment.  He waited it out for 2+ years.


Then he called me needing a change.


We talked, and talked, and talked about his pivot to private equity.  Family office vs. private equity, almost two different worlds.

Sometimes strategic advice is what clients really need.  We created his resume with a private equity slant. Bingo!

Sometimes you need to leave the family to get ahead.  Private equity here we come!


I can help you get ahead.

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