For Consultants and Advisors
The communication and systems partner your engagement is missing.
The plan is sound.
The conversation isn't.
You bring the technical expertise: legal, financial, strategic, organizational, operational. Then the meeting starts, and the real obstacle isn't in the documents or the model. It's in how the people in the room talk to each other.
That's where I come in. I'm a systemic coach and facilitator, a certified FFI family business advisor, an Enneagram practitioner, and an Internal Family Systems-informed coach. My specialty is communication, and I work with the leaders, teams, and enterprising families your clients depend on.
A Partner for Your Engagements
-
Family business advisors, attorneys, and wealth and financial advisors
Management and organizational consultants
Succession, governance, and board advisors
HR, talent, and leadership development professionals
Coaches and facilitators who want a systems partner for complex engagements
-
Facilitation of the hard conversations, in English and Spanish, so you can stay in your lane.
Executive and CEO coaching for the leaders who carry the decision.
Executive team facilitation when the team needs to talk before it can decide.
Enneagram insight into what drives each person, so recommendations land the way you intend.
G3 leadership development to prepare the next generation to lead with voice and credibility.
Clear handoffs: I share what I'm seeing (with client consent) so the whole team works from one picture.
Retreat facilitation for your client's leadership team, board, or enterprising family, designed around your technical work.
How we'd work together
I work in two phases, which keeps scope clean and the client's investment focused.
Phase 1: Discovery and alignment.
Individual conversations with the people involved, a read on communication patterns and Enneagram dynamics, and a shared brief before your team designs anything.
Phase 2: Facilitation and development.
Facilitated sessions, communication agreements, and leader coaching, timed to your technical work so each step supports the next.
I'm already part of a team
I currently work as part of a multidisciplinary team that includes a family business advisor specializing in systems thinking and corporate law. I know how to share the room, respect scope, and keep a complex engagement moving
For you, too
Your own communication matters as much as your clients'. Advisors are welcome to book a Clarity Session for themselves: 90 minutes to work through a stuck client conversation, a transition in your practice, or your own leadership.