several mountain climbers on the famous

CLIENTS

We are proud to have served some of the world's most admired organizations and enterprising families. 

Our clients are as diverse as the stories they have to tell. What they have in common is a desire to chart their own path rather than chase the market; the confidence to learn from success and setback alike; and the knowledge that a sophisticated understanding of their own story can help them shape the future they want to see. 
 

SELECTED CLIENTS

BUSINESSES

Boston Consulting Group
Brown Brothers Harriman
Dimensional Fund Advisors

Lockheed Martin

McKinsey & Company

MetLife

Mylan N.V. (Viatris)

Procter & Gamble

Skadden, Arps, Slate, Meagher & Flom

Trinity Industries

NONPROFITS AND PRIVATE CLIENTS

​American School in London
The Billings Family
Brown University
Communities In Schools

Ford Foundation
James G. Lowenstein

Andrew W. Mellon Foundation

National Council on Aging
Edmond J. Safra Philanthropic Foundation

University of Michigan

 

CASE STUDIES

The following case studies are masked to preserve client confidentiality. For more information about these engagements, along with client references and samples of our work, please contact us.