Chief of Staff Services

• Collaborate, advise and keep client up-to-date on personal and professional projects

• Act as liaison and first point of contact for high-profile and high-net-worth clients to vet needs and ensure seamless follow-up, work closely with internal and external stakeholders

• Provide high-level support, including but not limited to coordinating schedules, meetings, events and travel

Building Strategic Relationships

• Identify new and existing high-net-worth clients and philanthropists with a propensity to make transformational investments

• Design a portfolio of top investors with personalized profiles and timeline-tactics to authentically cultivate strong relationships

• Advise and collaborate with leadership to implement relationship-driven, high-touch engagement strategies with the goal of increasing client’s investment and affiliation

Global Project Management

• Oversee advance work for international and domestic events, scout locations and manage estates

• Collaborate with client, staff and vendors to ensure projects are on track and run smoothly and efficiently, develop timelines and detailed logistical plans to oversee job coordination and completion

• Design and curate high-quality, high-touch events, identify and execute client’s priorities