Areas of Expertise

Wealth Management

  • Leadership, Strategy & Execution

  • Organizational Change & Business Transformation

  • Operating Model & Business Optimization

  • Technology & Digital Transformation

  • P&L & Performance Management

  • Regulatory & Governance Oversight

  • Acquisitions, Integration & Growth Strategy

  • Product Development & Distribution Strategy

  • Single & Multi-Family Office Advisory

  • Business Assessment & Organizational Review

  • Human Capital & Leadership Alignment

Business Owners

  • Leadership, Strategy & Execution

  • Organizational Change & Business Transformation

  • Business Growth & Strategic Planning

  • Acquisitions, Divestitures & Succession Planning

  • Generational & Ownership Transitions

  • Corporate Governance & Board Advisory

  • Single-Family Office Structures

  • Business Assessment & Organizational Review

  • Human Capital & Leadership Alignment

Legal Counsel & Dispute Matters

  • Expert Opinion Reports

  • Litigation & Arbitration Support

  • Advisor Conduct & Suitability

  • Industry Standards & Practices

  • Supervision & Governance

  • Investment & Portfolio Matters

  • Client Loss & Damages Analysis

  • Advisor Book & Practice Valuations

  • Regulatory & Compliance Matters

  • Expert Testimony

Our work reflects experience across a broad range of disciplines, shaped by more than three decades of hands-on business and industry leadership. Across every engagement, we bring practical experience, independent perspective and informed judgment to help our clients navigate complexity and make confident decisions.

Testimonials and Clients

“Our firm engaged John as a consultant in a legal matter involving a niche area of financial practice. John’s industry knowledge assisted in unpacking how the niche area worked and in preparing and developing our arguments relating to the trajectory of the plaintiff’s likely earnings absent injuries sustained in a motor vehicle accident. John’s advice allowed us to understand and speak the right language and ultimately was a factor leading to the successful resolution of the matter for our client. John was professional, prompt and courteous throughout.” Guild Yule LLP

“The service that John has provided always exceeded my expectations. It is really refreshing to work with someone who is truly interested in their client’s needs, circumstances and philosophy. What really impressed me, was his active listening. He took the time to get a feeling for the situation I was in and what I needed. He relied on his depth of experience, knowledge, lateral thinking and an employing of a common sense approach. I felt very comfortable asking him any question that I had knowing that he would provide me with a carefully thought out answer with only the best intentions in mind. I would gladly recommend John’s services whenever possible.” Rob T President of Tome Group of Wines