Peer Cohorts for Family Office and Enterprise Leaders

Thoughtfully designed peer groups offering a trusted space for executives to navigate complexity and responsibility together.

What Makes These Cohorts Different

More than meetings. A trusted container

Trusted peer cohorts for senior leaders who value confidentiality, candor, and depth. These groups are intentionally small and carefully curated, creating space for real conversation, shared learning, and long-term relationships.

Each cohort is built around a clear purpose and supported by ongoing facilitation, coaching, and connection. My role goes beyond moderating meetings. I serve as a strategic partner to the group and a trusted advisor to each member.

These cohorts are designed for leaders who:

• Carry significant responsibility and decision weight

• Value discretion and psychological safety

• Learn best through peer exchange, not performance

My Role As Facilitator

I hold responsibility for the health, relevance, and continuity of the cohort experience.

• Partner closely with the membership to support the long-term success of the group

• Serve as a strategic advisor and confidential sounding board to individual members

• Design and facilitate in-person and virtual meetings with intention and depth

• Cultivate meaningful relationships within the cohort and across the broader ecosystem

• Act as a connector, sharing resources, perspectives, and introductions when helpful