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1 Powerful Team.
3 Crucial Disciplines.
The ultimate solution team for family offices.
DiGITAL THERAPY
RESULTS
We put you first
80%
Your Needs. Your Priorities.
Of new clients turn into long-term partners within the first 3 months.
Most providers use a limited toolbox to maximize implementation efficiency. That means they use tools that are best for them - their processes & their bottom line. We pick the tools that are best for you.
As an advisor, Jon provides critical guidance on numerous areas, including software development, business strategy, growth tactics, operational systems, business development and fundraising. His insights & hands-on approach were instrumental in shaping the trajectory of our brokerage and ultimately positioning us for acquisition.
Aaron G. | CEO
LG FAIRMONT
work
our portfolio
Recent
Projects
DIGITAL THERAPY
CASE STUDIES
A
Wildlife Works
For-profit wildlife conservation
From Insights to Impact: Digital Therapy’s approach amplifies impact and reach
B
Taurus Ventures Group
Investments
Explore how our strategic approach catalyzed helped establish a new player on the market
One of the biggest game-changers was his help in figuring out a better tech stack that reduced our overhead and made our operations much more efficient. Jon isn’t just smart and strategic—he’s dynamic, approachable, and genuinely invested in seeing us succeed. I’m excited to keep working with him and know he’ll continue to be a huge asset to any team lucky enough to have him on their side.
