STRATEGY DESIGN
/ BUSINESS PLANNING
DYNAMIC MODELING
FINANCIAL MODELING/ MANDATE PRESENTATION
Turning operations into simulation-based decision systems.
CONTRACTUAL ARCHITECTURE
BRIDGING OPS
CASE SENSITIVE CONTRACT BUILDING
Designing role, incentive, and obligation frameworks that function as operating systems.
MD&A/ FINANCIAL
NARRATIVE
MAKING FINANCIAL NARRATIVES UNDERSTANDABLE AND HONEST
BOARD DISCUSSION
INTERNAL AUDITS
Making financial performance understandable, coherent, and regulator-ready.
PRODUCT OWNERSHIP
/ PROJECT MANAGEMENT
PROJECT/ PRODUCT OWNERSHIP
SCRUM/ PM ADVISORY
AGILE ADVISORY
System-first leadership across complex ventures — designing operational frameworks for clarity, rhythm, and delivery.
WEALTH MANAGEMENT
STRUCTURE IN SERVICE OF IDENTITY
FAMILY OFFICE SERVICES
Architecting internal protocols and governance for multi-generational coherence.