Boutique advisory Target 1812 Park, LLC as a strategic executive advisory partner for wealth management firms seeking to accelerate growth, scale operations, and implement best practices through an ongoing retainer model.

Independent board scope Leverage opportunities as a former independent board member for SEC registered funds to introduce governance and oversight services to potential clients seeking enhanced fiduciary processes and regulatory alignment.

Executive integration Position as an extension of client CEOs and boards to execute long term strategic plans, offering tailored governance, strategy execution, and intra-firm alignment services to wealth management firms undergoing transition or growth.

Wealth tech synergy Promote expertise in scaling wealth management platforms using lessons from Fortigent and Lydian experiences, and offer advisory on technology adoption, data integration, and operational efficiency.

Target market fit Identify mid to large wealth management practices with revenue in the low to mid nine figures and a need for ongoing strategic execution, potential cross-sell with consulting and board services to enhance competitiveness.