Leading through Transition:
Professional Investor

Opportunity: A professional investor had a large liquidity event which coincided with a number of personal and family dynamics. This led to a real need for clarity and resolve around the abundance of options facing this leader.

Outcome: Through a discrete and personalized process, we conducted assessments, conversations, and an intensive discovery day. Through this, we developed a personal dashboard, gained critical clarity, and prototyped go-forward options with quick action plans.