For founders after the exit
You Know How to Build a Company. Your Family Office Is the Next One.
I help post-exit founders and multi-generational families build their family office like a business. The entities, the governance, who runs it, and what gets handled outside, all decided before anyone is hired and before anything is signed.
Independent. No products, no assets under management, no referral fees.
Confidential. No obligation.
What happens after the wire clears
Most Family Offices Are Never Designed.They Accumulate.
The deal closes, and a new company starts to form around your wealth. It has employees, vendors, software, entities, reporting, and a set of advisors who are all paid on the outcome.
Then it starts to fill in on its own. The bookkeeper becomes the controller. The assistant becomes the chief of staff. The wealth manager becomes the strategy. Two years on there is a family office, nobody decided what it was, and no one can say who decides what.
It has to work well beyond today.
A family office protects your wealth and your legacy, now and for the generations after. That takes clear answers to the hard questions: who has a say, how decisions get made, and what holds together when you step back or aren't here to hold it.
None of that gets answered by choosing a custodian.
It gets designed once, up front, or it gets paid for every year after.
Fit
Who This Is For
- You've had a liquidity event, or you can see the close from here, and you want the office designed before the money lands.
- You already have something running: people, accounts, a few entities. You want it rebuilt as a structure instead of whatever it grew into.
- You're weighing whether a single family office is even the right answer, and you want that decided by someone with nothing to sell you either way.
- Your family is the reason for the decision, not a footnote to it.
If what you want is someone to manage the money, this isn't that.
Built one. Ran it.
I've Built the Thing You're About to Build
I founded a single family office and ran it. I hired into it, set the governance, decided what stayed in-house and what didn't, and lived with those calls afterward. I know which decisions are easy to change later and which ones are hard to undo.
The rest of my career has been operating and capital: 100+ transactions, $1B raised, and 12+ private equity board seats. I've sat on both sides of the table with founders, boards, and institutional money.
Your family office is a business. Plan it for the next 100 years, not the next three to five.
Confidential. No obligation.
The engagement
Two Stages. The Design, Then the Build.
One. The design. About four weeks of working sessions with you and one person you name. You end with the architecture of your family office decided: what it is legally, who governs it, what you staff, what you outsource, and what happens first. Not a menu of options. Decisions, in writing, in order.
Two. The build. Once the design is done, you can keep me on while it becomes real. That means standing sessions and access between them, so the calls that come up during the build get made with someone who's made them before. Which hire comes first when a candidate falls through. Whether to sign the lease before the entity work closes.
The design is yours either way. When you want a partner for the build, we keep working together.
Where my incentives sit
Three Things I Don't Do
I don't sell products. No assets under management, no commissions, no referral fees, no revenue share with anyone I send you to. My fee is the only way I'm paid.
I don't replace your counsel or your CPA. This isn't legal, tax, or investment advice. I work alongside the people who give it, and part of my job is making sure they're the right people and that they're being asked the right questions.
I don't decide for you. You decide. I make sure you're deciding with everything in front of you, in the right order.
Discretion
You Won't Find Your Family on This Website
No client names, no logos, no case studies. A mutual NDA is in place before the first working session.
Why now
The Office You Design Is the One Your Family Inherits
If you don't design your family office, one still gets built. It builds itself.
It gets staffed by whoever was already around. It gets structured around whichever advisor spoke up first. And by the time anyone notices, it's expensive to change.
You get one real chance to set this up on purpose.
The next step
Start With a Conversation
Share your name and your role with the family, then pick a time on my calendar. If you're reaching out on the family's behalf, the principal needs to be on the call.
We'll talk through where things stand, what you want to build, and whether I'm the right person to help. If I'm not, I'll tell you.
Confidential. No obligation.
Prefer email? Write me at greg@thegreghead.com