Single family offices
Connect reporting, systems and advisers, with clear access and ownership.
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Our services.
Practical technology support for small and medium-sized businesses, single and multi-family offices, and private equity firms.
Who we work with.
Multi-family offices
Give staff better tools while keeping each family’s information separate.
PE firms
We check the technology during a deal, or step in after completion or when a CTO leaves.
Portfolio companies and SMEs
Set technology priorities and give teams and suppliers a clear owner.
Start here
Book a diagnostic call
One decision. A useful next step.
Start with a 30-minute technology diagnostic call.
Bring the decision on your desk. We’ll discuss what you know, what needs checking and the support that could help. This is an initial conversation, not a technical audit.
Leadership & transactions
Fractional & interim IT leadership
A technology roadmap, budget priorities and clear ownership, backed by ongoing leadership of your teams and suppliers.
Explore the serviceM&A & portfolio support
Technology due-diligence findings, investment needs and an integration or separation plan for family offices, PE firms and acquiring businesses.
Explore the serviceFocused assignments
Business systems & platform reviews
A map of your systems and workflows, a comparison of costs and risks, and a recommendation on what to keep, connect or replace.
Explore the serviceCloud & infrastructure strategy
An infrastructure cost and resilience review, a comparison of hosting options and a migration plan with dependencies and owners.
Explore the serviceSecurity & assurance
A security gap assessment, a prioritised action plan and an evidence checklist to prepare for customer scrutiny or independent assurance.
Explore the serviceAI strategy & transformation
A prioritised set of AI use cases, a defined pilot and success measures, followed by implementation and adoption support where needed.
Explore the serviceConnected programmes
How engagements work.
We establish the business need, agree the work and stay clear about who owns each decision.
- 01
Explore the situation
Discuss your priorities, constraints and the decisions ahead.
- 02
Agree the assignment
Define scope, responsibilities, capacity, fees and what a useful outcome looks like.
- 03
Work with your team
Bring the right people together, coordinate suppliers and keep decisions connected to delivery.
- 04
Review the next step
Review progress and evidence, adjust priorities and agree ongoing ownership or handover.
The commitment fits the work.
- Hourly
- Focused advice or flexible support for a decision or priority.
- Project
- A defined assignment with an agreed scope and outputs.
- Retainer
- Ongoing leadership or delivery support with agreed capacity.
Working together
Start with one technology decision.
Bring one technology challenge to a 30-minute call. We’ll discuss the decision, what you already know and a practical next step. Scope and fees are agreed before paid work begins.