Solution introduction

Consulting services to support your critical business decisions

“DeVoe & Company has the team, approach, and broadest set of capabilities. They are our long-term thought partner.” — C.J. RENDIC, Chief Executive Officer of Parallel Advisors

You are running a great firm. You’ve made the right decisions to get it to where it is today.

And you are ready to take it to the next level. You know what needs to be done and realize some extra help from a strategic consultant would be a good idea.

We collaborate closely with you to capitalize on your strengths and help you unlock the potential power of your organization.

DeVoe & Company is your thought partner for any strategic decision you need to make for your RIA. Here is why and how:

  • The Right People

    • Our team has over 300 years of combined experience in RIA business consulting and management.

    • You’ll work with McKinsey-trained strategy consultants or former CEOs/COOs of US$1 billion + RIAs.

  • The Right Capabilities

    • We are the only RIA consulting firm that can help you with any strategic decision.

    • You can look to us for opportunities with business strategy, succession planning, human capital, growth, complex deal structure, partnership ad equity migration, and more.

  • The Right Approach

    • We start with your goals and the strategic context.

    • We shift into rigorous analytics and structured thinking.

    • We deliver solutions that are rooted in road-tested experience — the team and our clients.

We have seen from the front row the change management required for the solutions you need. And consequently, we craft strategies that perform in the real world, not just in a pretty presentation.

Below is a sampling of some of the areas of focus – call us to discuss your particular situation.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.