1204100 Intermediary

Venture Capital & Private Equity - Atlanta, Georgia, United States

1204100 Intermediary Employees
Steve Covett

Financial Support Team 1204100

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Santi James

Business Analysis Manager

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1204100 Intermediary Details

SINGLE FAMILY OFFICE INTERMEDIARYFocus:Capital FormationCapital DeploymentStrategic Partner AlignmentAdvisoryConsultancyGuidanceStrategyI help Single Family Offices (SFO) to define their purpose and align it with their investment strategy for optimization and impact. Starting with soft assets, we help plan for continued family involvement over the coming generations and build solid, innovative businesses. Based in Atlanta, I am the founder of briancork COACHING™ and briancork INTERMEDIARY™, an international strategy consultancy, that focuses on developing agile strategies for Family Offices. My professional background lies in strategic business. I know firsthand the unique strains and challenges inherent in working with family members, executive decision-makers, and influencers, and want to help other family-owned and operated organizations make the most of their strengths while skirting common problem areas faced by almost every Family Office and their unique portfolio-of-effort.A large percentage of the extremely wealthy are intensely concerned with their privacy for a plethora of reasons. Consequently, there are numerous ways they address ensuring confidentiality. An approach – quickly growing in importance – is using some sort of liaison between themselves and the people they are considering doing business with, is the increasing use of retained intermediaries.According to Angelo Robles, founder and CEO of the Family Office Association and author of Effective Family Office, "A retained intermediary is an individual who is employed by the single-family office or the super-rich family to identify and qualify providers and opportunities. Professionals, such as investment advisors, accountants, and attorneys, would deal with the retained intermediary and only if engaged would be introduced to the single-family office or the super-rich family.""We're seeing more retained intermediaries than ever before," says Rick Flynn, managing partner of FFO Busin

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Employees: 3
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Location: Atlanta, Georgia, United States
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