
High Performance Leadership for Private and Family Offices
Leadership that steadies the business and honours the family
Private and family-led organisations bring unique complexity, where relationships, legacy, and business decisions are deeply intertwined.
Leaders are expected to balance succession, governance, and culture, while continuing to deliver performance and growth.
With experience across private enterprises and multi-generational family offices, I understand the nuance of leading in close-knit, deeply relational, and often discreet environments.
Whether you’re navigating transitions, stepping into a new leadership role, or aligning family and non-family stakeholders, I support leaders to move forward with assurance and composure.
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Case Study: Private Family Office, building change capability
The case for change
A private family office was leading a suite of initiatives on behalf of the family. While the internal team brought strong technical capability, they lacked experience in planning and delivering change in a project setting. The highly relational nature of the environment, combined with informal decision-making and evolving priorities, made it harder to maintain clarity, alignment, and momentum.
The approach
Supporting senior team members to build practical, people-centred change capability that fit the pace and culture of the organisation. This included:
Coaching leaders to lead with greater clarity, presence, and adaptability in high-trust, low-formality environments
Facilitating working sessions to define ways of working, expectations, and behavioural norms
Consulting on stakeholder engagement and internal delivery approaches, ensuring change was introduced with respect for both pace and personal dynamics
Providing ongoing coaching to team members to fulfil their roles in planning and leading change, helping them manage pressure without defaulting to reactivity
The outcome
The team built a stronger foundation for delivery, gaining confidence, cohesion, and a clearer sense of how to lead change, within a family context. Strategic initiatives progressed with less swirl, and internal conversations shifted from reactive problem-solving to proactive leadership. Change felt more doable, and leadership more deliberate.