The consortium

Practitioners who serve the same families from the same building.
Advisory board

Strategic guidance, credibility, and introductions across the national network. All members serve without compensation.

Rob Tucker, Ph.D.
Managing Partner, Grey Matter Partners
Structural advisor to executive teams. 25 years, 200+ organizations, Fortune 10.
Earl Enzer
Retired Partner, Goldman Sachs
Built and led one of the most successful PWM teams in Goldman’s history.
Derek Cherne
CEO, Snow Pine Private Wealth
30 years serving high-net-worth families, foundations, and closely-held businesses.
John Krambeer
CEO, Validus Multi-Family Office
50 families. Comprehensive wealth management for ultra-high-net-worth households.
Kevin Burke
CEO, Cherry Creek Family Office
Full-service family office serving 20 families.
Dan Seivert
CEO, Echelon Partners
Leading investment bank focused on wealth and investment management.
Corey Kupfer
M&A Attorney
Dealmaker and advisor on mergers, acquisitions, and strategic transactions.
Meg Carpenter
CEO, FiComm Partners
Marketing and communications strategy for financial services.
Daniel Valenti
Private Aviation & Travel Advisor
Serves ultra-high-net-worth families globally. Harvard and Chicago Booth.
Chris Murphy
Senior Executive, Wells Fargo
Financial services leadership across banking, brokerage, and wealth management.
Warren Bischoff
Co-Founder & President, The Agora
Partner, Old Greenwich Consultants. Boston College.
Wayzata consortium

One vetted specialist per discipline. The full directory with contacts is available to active consortium members.

Join the consortium →How it works