We get teams rowing in the same direction toward the goals that matter.
You're ready to make your Family Enterprise glide. We know the tried & true methods that enable every pull of the oars to take you farther, faster. Our proven strategies, systems & processes help channel your efforts into systematic rhythms that multiply productivity, performance, and purpose.
Starting a family enterprise is an achievement. Sustaining excellence through generations is an art.
Family Offices, Private Trust Companies, Operating Businesses, and Estate Plans are critical tools for stewarding and passing along wealth. The problem arises after they're created: how to run them well on a daily basis and keep them aligned with your ever-evolving family. Because if you can't, they invariably become far more trouble than they're worth.
TrueSight360 helps you get the most out of your investments by bringing operational sanity, transparent results, and perpetual alignment to your Family Enterprise.
Alignment Is Not An Accident, It’s A System
Whether you're looking for a comprehensive overhaul or a few targeted tools, our offerings scale to fit your needs.
SFO & PTC Startup, Reboot, or Optimization
Strategic Offsites & Family Vision Summits
Policy & Process Design
EOS/Traction Implementation for Businesses
C-Suite Co-Pilot & Interim Leadership
FOCOS® Implementation for Family Offices
Governance, Role Mapping & Accountability
Dashboards & Stakeholder Reporting
PTC Licensing, Audit & Compliance
Independent Officer/Director/Board Advisor
Most family offices spend too much time and money solving their own operations rather than serving the Family’s needs.
TrueSight360 can help. We know how to maximize family office ROI through proven strategies & processes, and we've done it over and over at organizations of all sizes and shapes.
In fact, after helping so many offices successfully realign their operations to tried and true principles, we recognized that we were often reinventing 80-90% of the same wheel. So we built a customizable SFO-in-a-box system and toolkit that we could leverage for our clients to maximize efficiency and reduce cost. The result was FOCOS™, the Family Office Core Operating System.
Introducing FOCOS. The only comprehensive operating system built for Family Offices.
Unlike systems built for companies to grow and exit, the Family Office Core Operating System (FOCOS™) was created to help family offices evolve and align across generations. While traditional business frameworks drive toward scale and sale, FOCOS is engineered for stewardship, continuity, and long-range success. Developed by experts who deeply understand the nuances and dynamics of multigenerational family enterprises, it integrates those realities into every part of the system’s design.
