Peer Cohorts for Family Office and Enterprise Leaders
Thoughtfully designed peer groups offering a trusted space for executives to navigate complexity and responsibility together.
What Makes These Cohorts Different
More than meetings. A trusted container
Trusted peer cohorts for senior leaders who value confidentiality, candor, and depth. These groups are intentionally small and carefully curated, creating space for real conversation, shared learning, and long-term relationships.
Each cohort is built around a clear purpose and supported by ongoing facilitation, coaching, and connection. My role goes beyond moderating meetings. I serve as a strategic partner to the group and a trusted advisor to each member.
These cohorts are designed for leaders who:
Carry significant responsibility and decision weight
Value discretion and psychological safety
Learn best through peer exchange, not performance
My Role As Facilitator
I hold responsibility for the health, relevance, and continuity of the cohort experience.
Partner closely with the membership to support the long-term success of the group
Serve as a strategic advisor and confidential sounding board to individual members
Design and facilitate in-person and virtual meetings with intention and depth
Cultivate meaningful relationships within the cohort and across the broader ecosystem
Act as a connector, sharing resources, perspectives, and introductions when helpful
Jen is an extraordinary facilitator and leader who has brought together a diverse group of female CEOs from family offices across the nation, transforming us into a true community inspired by her vision and masterful facilitation. We talk and meet regularly – despite our crazy schedules – because we know she always curates the most amazing experiences and agendas. Her career journey has been marked by integrity, authenticity, humility, and creativity, setting a standard that we gladly follow and celebrate. Jen leads with a refreshing mix of humor and heartfelt authenticity that makes everyone want to be in her orbit, creating an environment where every leader feels valued, energized, and inspired to think outside our traditional boxes. Bottom line, Jen has become a mentor and a very dear friend, to all of us in our women’s group of twenty and growing.
Catherine Murphy – President, Spring Point Partners
Jen has an extraordinary ability to bring people together in a way that feels purposeful and energizing. She creates a space where trust and collaboration flourish, and her thoughtful structure ensures every voice is heard while keeping the group focused and inspired. I’ve personally experienced Jen planning and coordinating all aspects of pulling together a few dozen SFO CEOs to connect, network, share experiences, and learn from one another. Her attention to detail and ability to foster meaningful dialogue make every gathering impactful and memorable.
Laura Harris – Managing Director, President, The Crosby Company
Jen has brought the group together to facilitate more than just informative meetings. The participants have gotten to know each other in a personal way that has made many of the relationships trusting in both a professional and personal way. Not only are the agendas formed with a great deal of input, so they are meaningful and participants don't want to miss, but the group now prefers locations where a member can host dinner the night prior in their home. We are truly welcoming people we care about into our home. I could not recommend Jen more highly.
Julie McKinley - recently retired CEO of FCI
★★★★★