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RIA · CRD 325419State-Registered Investment Adviser

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PERCHERON CONSULTING

Percheron Consulting offers individual coaching to turn talents into strengths and maximize potential in work and life, and to drive greater team...

Overview

Percheron Consulting offers individual coaching to turn talents into strengths and maximize potential in work and life, and to drive greater team effectiveness and productivity as a leader. The firm provides individualized support to help businesses build a strengths-based culture, with solutions ranging from fully customized strengths program design to hourly consulting. It also offers interactive workshops and seminars on strengths for groups ranging from 5 to 500 participants.

General information

Principals

Kristin Sistos

founder and Gallup-Certified Strengths Coach

Frequently asked questions

What types of engagements does PERCHERON CONSULTING typically undertake?

Engagements generally cover governance design, asset-allocation strategy, investment policy drafting, manager sourcing and due diligence, and direct-deal evaluation. The firm also advises on club-deal formation, helping families collaborate on control investments. Each engagement is project-based rather than an ongoing AUM relationship.

Does PERCHERON CONSULTING also advise on family governance or next-generation education?

Yes. The firm works on family governance structures, including committee design, family employment policies, and education programs for rising-generation members. This recognizes that investment architecture and family governance are intertwined in most single-family offices.

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