Areas of Expertise
Wealth Management
Leadership, strategy, and execution
Change management and business best-practice development
Operations, technology, P&L management, and regulatory oversight
Acquisitions, product development, and distribution strategy
Single- and multi-family office structures
Business assessment and organizational review
Human capital identification and leadership alignment
Business Owners
Leadership, strategy, and execution
Change management and business best-practice development
Acquisitions, divestment, succession, and generational transitions
Corporate board and single-family office structures
Business assessment and organizational review
Human capital identification and leadership alignment
Law Professionals
Wealth management and financial services subject matter expertise
Support for litigation and investigations on both the client side and the brokerage side, including regulatory and client-related matters
Preparation of independent expert opinion reports to support legal analysis and dispute resolution
Advisory insight on book of business valuations, family law matters, and insurance-related disputes
Our work reflects experience across a wide range of disciplines, shaped by more than three decades of hands-on business leadership. In every engagement, we remain focused on providing clarity, informed judgment, and trusted advisory support.
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
