What Clients Are Saying
“Leadership Circle has provided a great opportunity to share thoughts and ideas with family office peers; being such a specific niche, it’s great to have the space to talk to others who understand. The topics Claire has brought to the group have been relevant and insightful; I walk away from every session, both peer group and individual meetings, with something tangible that I can apply or share with my team. I am truly thankful that my organization has allowed me the opportunity to participate and grow in my role.”
Amanda
Director of Wealth Advisory Services, Dayton, Ohio
“The Leadership Circle has provided me with an avenue to connect with a network of like-minded peers who are always eager to share their experiences. Claire’s ability to create a safe space for sharing has been a major factor in the success of our group. On a personal level, Claire’s 1:1 sessions have helped me develop the skills to be a more effective leader within my organization. I highly recommend any professional looking to better themselves personally and professionally to connect with Claire.”
Tommy
Director of Business Affairs, Northbrook, Illinois
“Claire is not your typical professional coach, in that her specialty in wealth management and previous recruiting experience make her especially knowledgeable about the industry. She is a positive, supportive coach who has encouraged me to follow my passions, and provided me with the focus, structure and tools to take action. I highly recommend Claire to anyone looking to inject energy into their approach, make changes confidently in a condensed time frame, and invest in their self.”
“In an industry as unique and private as the Family Office space, the Rising Leaders group provides an excellent resource for me to share ideas and collaborate with peers. The diverse group of members across job functions within the offices brings unique insights that everyone can benefit from. Claire does a wonderful job of tying all of our unique experiences together under the Energy Leadership framework, helping us continue our growth within our Family Offices.”
David
Investment Management Director, Ft. Mitchell, Kentucky
“Claire serves as both an incredible facilitator and executive skills coach. Over the past three years I have participated in Claire’s Family Office Leadership Circle. The LC provides a tailored industry peer group to share challenges and best practices in the evolving family office landscape as well as a sandbox for testing leadership tools in my own professional environment. While Claire is a wonderful resource and connector, I would also recommend her 1:1 leadership assessments and coaching to anyone looking enhance their executive leadership skills. I have confidently referred many in my network to Claire and her leadership coaching and will continue to do so without hesitation.”
Megan
Managing Director - Client Servicing, Reno, Nevada
"In the Rising Leaders group, it has been very beneficial to have Claire help me become a better listener and develop better habits. Within the group, having a network of peers to ask for advice in finding effective solutions has been a great help to me and to our office. The Energy Leadership Assessment has made a big impact on me – I have gained a deeper understanding of myself, how I am wired and how I react to stress."
““I have been working with Claire as my executive coach for over 5 years. She has helped me grow as a leader and is also a fabulous thought partner to help me navigate the challenges of working in a family office. I am definitely a better leader and person because of the time I have spent working with Claire.”
Christine
President, Bentonville, Arkansas
“Leadership Circle has been an incredibly helpful resource for connection with other similarly situated family office professionals. All offices are unique but the challenges relating to the relational components of our job are certainly universal. This platform allowed us to trade tips on technical strategies while providing support for the complex interactions one must navigate at every level of a family office. The coaching is invaluable for building confidence and having someone in your corner.”
Erin
Client Servicing Manager, San Diego, California
Get In Touch
I look forward to connecting with you. Fill out the form below, or call 847-883-0220.
