Work With Claire

A Leadership Coach helps you to understand your unique strengths and growth areas so you can navigate your world with deeper insight, clarity, maturity and courage.

As a leadership coach with over 25 years of experience in human capital development within family offices, I recognize a critical need for focused leadership development coaching and support in family offices. Strong leadership will be a key differentiator as we collectively navigate talent shortages, growing complexity and the acclimation of hybrid-working conditions.

A Leadership Coach helps you to understand your unique strengths and growth areas so you can navigate your world with deeper insight, clarity, maturity and courage.

As a leadership coach with over 25 years of experience in human capital development within family offices, I recognize a critical need for focused leadership development coaching and support in family offices. Strong leadership will be a key differentiator as we collectively navigate talent shortages, growing complexity and the acclimation of hybrid-working conditions.

Real Results For Your Family Office

Empowering your current and future leaders with leadership coaching that is both personalized and affirming pays off with increased engagement in the office, greater depth of leadership talent in the employee pool and more cohesion throughout the organization overall.

I help family offices achieve this by offering the following services below.

One-on-One Coaching

I provide one-on-one coaching to family office professionals across the country. My coaching focuses on providing tools and resources that allow my clients to comfortably grow in their leadership confidence and capabilities, as well as advice and support around specific challenges or obstacles they are facing.

My one-on-one coaching clients tell me that having a safe and confidential place where they can discuss their issues and concerns opens up new ideas, a greater sense of direction, and a welcome sense of relief that their concerns are similar to many other leaders in the industry.

Leadership Circles

Leadership Circles for
Client Servicing Professionals

This Leadership Circle provides client servicing professionals with a space to partake in collaborative problem-solving and share industry insights among peers — enabling them to feel better equipped, more confident and personally empowered as they navigate the challenges of their jobs. The Circle’s focus on leadership development training provides members with the knowledge they need to become stronger, more effective leaders in their offices.
 
Participants tell me that the combination of group interaction, leadership skills training and one-on-one coaching has produced measurable results for them in key skill sets, including implementing constructive conflict behaviors, mentoring junior professionals and showing up as highly functioning team members. As a testament to the professional development realized by members of this Circle, over 40% of its members have been promoted to higher levels of leadership responsibility since the group’s inception.

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Leadership Circles for
Rising Leaders

This Leadership Circle is uniquely tailored to family office professionals who have been identified as “high performers” and are in, or will soon be in, leadership roles. Family offices across the country view leadership development as a key component to growing and maintaining top-tier talent in their organization.

Participants in this Leadership Circle come from all technical areas of the family office, including tax, accounting, investment, legal, human resources, client serving and operations. The broad technical expertise of group members promotes productive discussions across disciplines and creates a better understanding of the family office system as a whole, leading to improved teamwork and collaboration across teams in their offices.

“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.”

Leadership Circle Frequently Asked Questions

The ideal Leadership Circle size is 18-20, with a maximum of 20. New offices interested in joining will be screened for appropriate fit to ensure a satisfactory experience for all.

Participants come together with a group of fellow family office professionals in a comfortable, facilitator-led setting that promotes sharing, support, and learning. As a community of trust, participants can bring their real concerns, issues and questions to the group and be received openly and without judgment. Benefits of involvement will include exploring professional challenges and brainstorming solutions, using Circle members as a sounding board, learning about or creating new options and opportunities for family office servicing and, as desired, committing to next steps. New offices interested in joining will be screened for appropriate fit to ensure a satisfactory experience for all.

A different leadership training module is presented to the group at each meeting. Prior module topics have included:

  • Conflict Competence
  • Trust – Building and Rebuilding
  • Active Listening Skills
  • Effective Feedback
  • Creating New Habits
  • Productivity
  • Resilience Amidst Change
  • Developing a Growth Mindset
  • Collaboration Overload
  • Four Energy Blocks

Once a month for 90 minutes, which includes time set aside for group networking and brainstorming. Participants are also invited to participate in a monthly, 60 minute Leadership Education call to cover leadership capability building skills. Leadership Circle groups will also gather once or twice a year in-person at one of our participant’s offices for a day and a half of deepening personal connections and continuing to learn and share as a group. The face-to-face meetings take place in the spring and fall. Expenses for each participant to travel to and from the in-person meeting and lodging are not included in the program fee.

Monthly one-on-one coaching sessions are a key part of the Leadership Circle experience. Coaching provides participants support in experimenting with new habits or behaviors, accountability in making progress and reaching goals and a safe, confidential space to work on growth and development.

  • Develop meeting agendas based on group, participant and industry priorities
  • Facilitate each meeting with a focus on building a “community of trust” in which participants openly share best practices and problem solve with one another
  • Work one-on-one with each Circle member to provide coaching around professional development, leadership style and building effective teams
  • Curate curriculum around timely subjects related to leadership, well-being and professional growth
  • Serve as an industry sounding board, resource for collaboration, conduit for new connections and a learning guide to each Circle member

New members are vetted and welcomed into the groups each year in April.

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