Interim Leadership

A strong and innovative leader can make a tremendous impact on your family office and catalyze its long-term success.

EFO has provided senior leadership, advisory, and coaching support to family offices ranging from $100M into the multi-billions. We offer cost-efficient strategies to introduce top-tier thinking into your organization, including interim C-Suite roles. By providing leadership services in a flexible, on-demand capacity, we go beyond consulting to provide real, hands-on support for Family Office launches, transitions, daily operations and beyond.

We go beyond consulting to provide real, hands-on support with a flexible, on-demand approach that can be easily scaled to meet your needs.

Interim Leadership for C-Level Roles

For large Family Offices needing full-time, C-level leadership, we can provide interim support for CEO, COO, CFO, and Director of Residences roles. Alternatively, for Family Offices needing general advising or project-based support, we offer expert strategic guidance in a variety of areas.

• SFO launch and startup
• SFO restructuring and turnaround
• Department restructuring and build out
• Leadership transitions and succession

Our Approach Includes:

• Short-term, intensive support (under 12 months)
• Coaching, mentorship, and leadership for your internal team
• Coordination of external advisors and Board of Directors
• System audits and improvements
• Recruitment and onboarding of C-level FTEs, including training, coaching, and mentorship

OUR ENGAGEMENT PROCESS

Client Meeting

• Family Office Goals
• Current Use
• Future Use
• Major Pain Points
• Current Team Members and Advisors Review
• Asset List
• Current Systems List

Operations Assessment

• Organizational Structure
• Staffing Plan
• Accounting
• Tax
• Banking
• Insurance
• Legal
• IT and Technology Usage
• Security
• Property Management

Properties Assessment*

• Property Tours
• Usage of each Property
• Staffing at each Property
• Service Level Expectation

Family Follow Up Meeting

• Review
  • Findings
  • Gaps in Operation
  • Inefficiencies
  • Lack of Controls
• Suggested Solutions
• Staffing Plan
• Org Chart
• Job Descriptions
• Timeline and Cost to Implement

Implementation

• Based on Final Report
• Varies, Client to Client
• Recruiting for any current or future roles is completely separate from this process and run by a separate team.

*Disclamer: Properties Assessment services are an extra fee and we outsource this service.

Benefits

With our Fractional and Interim Leadership Services, we offer peace-of-mind and control of your SFO so you can focus on what is most important to you.

Scalable

As your family office grows and matures, we adjust our flexible services to provide the right support at the right time. Easily scale up or down, or transition from interim to fractional leadership as needed.

Stragetic

With more than 50 years of combined experience serving SFOs and high net-worth individuals, we use proven tools and proprietary processes to develop personalized recommendations and ensure the smooth functioning of your organization across domains.

Cost Efficient

We save you time and money across the board. Get C-Level leadership at a discount with our fractional services, and leverage our extensive professional network to expedite employee & vendor hiring and onboarding at every level of your organization.

Consistent

In an ever-changing economic and family landscape, we provide proactive, predictable oversight across tax, legal, financial, and HR to keep an eye on the big picture and ensure nothing falls through the cracks.