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Access to deep and diverse resources

When a family doesn’t already have its own experts or needs special services, The Strategy Group can organize a team of top outside consultants for projects outside of our regular scope. We are also happy to collaborate with professionals you may have already engaged.

We regularly collaborate with colleagues who have accomplishments and knowledge in areas such as banking and trusts, mediation, negotiation, family offices, wealth structuring, psychology and philanthropy and other disciplines relevant to families. We bring these collaborators-team members into our engagements in order to better serve individual family project needs and to augment our primary team when necessary. Some of these trusted collaborators include:

Knowledge Group
We also enhance our expertise through a Knowledge Group that we, at The Strategy Group, turn to for advice and ideas. This team includes renowned specialists in the areas of philanthropy, family offices, coaching & mentoring, psychology, change management, and strategic planning. These experts provide a trusted resource for us that we that he can utilize to benefit your family enterprise. This group, and its membership, changes from time to time in order to meet the needs of our practice. Currently the knowledge group includes:

Rachel Warren
Family offices, operating businesses and complex litigation.
Experience: Family office chief administrative officer, COO of diversified holding company and family office with operating companies, real estate investment and management, corporate restructuring, executive film producer, commercial litigation, and shareholder matters. Resident of New York City.

Dale L. Prince
Complex trusts, private trust companies, family offices, philanthropy and fiduciary matters.
Experience: CEO of regulated private trust company and family office, former judge, founder and principal of retail trust company, head of family office and trust company for a global wealth management organization, member of foundation boards. Resident of Nashville.

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