Services
Complexity Simplified
Strategos Group helps families, individuals, and institutions make confident long-term decisions with an approach that is independent, thoughtful, and grounded in real-world experience.
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We offer three distinct advisory services, each designed for a different type of client and a different kind of challenge.
Every engagement is fee-based, conflict-free, and focused on outcomes — not product sales or complexity.
Family Governance & Multi-Generation Advisory
Families rarely struggle because of technical issues — they struggle because of communication gaps, unclear expectations, and an absence of shared decision-making structures.
Our Family Governance Program gives families the framework, language, and processes to stay aligned across generations.
We help families:
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Build simple, practical governance systems
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Prepare the next generation for leadership
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Design succession pathways that reduce conflict
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Create long-term continuity and purpose
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Hold meaningful family meetings with structure and confidence
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This is a highly personalized, multi-year advisory relationship focused on creating clarity and strengthening family, business, and wealth continuity.
Fee-for-Service Financial Planning
Independent planning for people who want clear answers — without products, sales pressure, or fine print.
We focus on the big decisions: cash flow, retirement, taxes, estate planning, business transitions, and how all the pieces fit together.
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You get:
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A complete financial roadmap
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Straightforward recommendations
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Transparent fees
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Support as life and priorities change
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A trusted advisor who works only for you
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This service is ideal for business owners, professionals, and families who want unbiased planning grounded in practicality — not product distribution.
Strategic Advisory
Organizations often know where they want to go — but lack the internal bandwidth or strategic capacity to get there. We help government, universities, sector councils, and economic development organizations clarify priorities, design programs, and make high-quality decisions.
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We support institutions with:
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Strategy design and long-term planning
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Capital, investment, and economic development advisory
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Governance and decision-making frameworks
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Program architecture and evaluation
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Leadership support on high-impact files
This is deep, ongoing advisory work designed to bring clarity, structure, and momentum to complex mandates.
How We Work
Straightforward. Calm. No jargon.
Every engagement begins with a conversation. We focus on understanding your goals, challenges, and timelines — then build a simple plan that fits your reality.
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Work with Strategos if you want:
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Clear thinking without complexity
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Independent advice without products
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A steady advisor for long-term decisions
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A relationship built on trust and context