Work With Magnolia
Drawing on 45+ years of combined experience in human capital development, Magnolia Solutions partners with family office professionals to navigate complexity with clarity and confidence — making leadership a true differentiator for them and their office.
Real Results For Your Family Office
Today’s family offices require focused leadership development that reflects the volume and complexity of their work, and the expectations of top talent.
Empowering high performers with coaching that is both personalized and affirming unlocks greater engagement in the office, depth of leadership talent in the employee pool and cohesion across teams. The result is a more resilient, aligned workplace.
Magnolia Solutions brings this approach to life for family offices through the following services.
One-on-one coaching
At Magnolia Solutions, family office professionals work closely with an experienced leadership coach and mentor who prioritizes their best interests, both professionally and personally.
Approach
We center our work on objective facilitation, deep industry insight and positive energy — enabling clients to accept accountability, step outside their comfort zones and take the necessary steps to become more effective leaders in all facets of their lives. We prioritize building strong, trusted relationships and delivering highly-customized coaching.
Accredidation
Our coaches have completed extensive training and continuing education through leading institutions, including iPEC, Coaches Rising and the Institute of Coaching. Claire holds a Professional Certified Coach (PCC) credential through the International Coaching Federation, and Katherine is a Certified Professional Coach through iPEC and an ICF credential candidate.
Coaching Package
The Magnolia Solutions coaching package includes the Energy Leadership Assessment Tool, 12 one-hour Zoom coaching sessions and industry introductions when appropriate. Pricing varies by coach.
Interested in coaching support tailored to your family office?
Leadership Circles
Magnolia Solutions Leadership Circles offer a distinctive peer-group experience for single-family office professionals, integrating leadership development with professional coaching.
Circle Offerings
Designed for leaders at different career stages, each Circle provides a space for participants to share challenges, learn from their peers and grow as leaders so they feel better equipped, more confident and empowered as they navigate their jobs.
The Leadership Circle for Executive Leaders is designed for single-family office professionals recently promoted or hired into C-Suite roles (i.e. within the last five years). This group was created for professionals in senior leadership positions including Chief Executive Officer, President, Chief Operating Officer, Chief Investment Officer, Chief Financial Officer, General Counsel and more.
The topics discussed by the group are curated through participant feedback and prioritization. Topics selected for this Circle in 2025 included developing talent, building a healthy office culture, communicating strategic initiatives, leading teams through change and partnering with family clients to align on key performance indicators, among others.
The 2026/2027 cohort will focus on supporting executive leaders as they navigate increased scope, greater decision-making responsibility and the balance between strategic leadership and the relational demands of family office environments. The Circle will provide space to reflect on leadership presence, influence and impact, while strengthening judgment, resilience and clarity at the executive level.
The Leadership Circle for Family Office Leaders is designed for single-family office professionals currently managing a team and possessing a demonstrated track record in leadership. Current members have technical expertise in tax, accounting, operations, human resources, investments, client service and philanthropy.
The topics discussed by the group are curated through participant feedback and prioritization. Topics selected for this Circle in 2025 included navigating change, delivering meaningful feedback, following family office best practices, effective communication both up and downstream and time management, among others.
The 2026/2027 cohort will support senior leaders as they operate at the intersection of strategy and execution, often managing up, down and across the organization simultaneously. The Circle will provide space to sharpen leadership effectiveness, navigate complexity and ambiguity and strengthen confidence as trusted leaders within their offices.
The Leadership Circle for Client Servicing Officers is designed for single-family office professionals currently in a role that emphasizes client servicing, wealth planning and team leadership. Current members have strategic wealth management skills and certifications such as Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Certified Trust and Fiduciary Advisor (CTFA), enabling them to effectively respond to and service ever-changing client needs and priorities.
The topics discussed by the group are curated through participant feedback and prioritization. Topics selected for this Circle in 2025 included developing service/fee structures, setting key performance indicators, communicating estate plans, building trust with clients and engaging with the next generation, among others.
The 2026/2027 cohort will support client-facing leaders as they balance high-touch service with internal leadership responsibilities and personal sustainability. The Circle will provide space to explore boundary-setting, influence and communication, while strengthening leadership presence and effectiveness in relationship-driven environments.
The Leadership Circle for Women Leaders, new in 2026, is designed for high-performing female professionals at the Manager and Director level in family offices seeking to strengthen their leadership capabilities while navigating the unique dynamics of their role. Members represent a range of functions across the family office ecosystem including tax, accounting, operations, human resources, client servicing, philanthropy, client education and others.
The topics discussed by the group will be curated through participant feedback and prioritization. Topics identified for this Circle include advocating for yourself at work, effectively managing across teams, setting healthy boundaries, improving culture in a family office, developing strong communication skills and delivering effective feedback, among others.
Informed by recurring themes in the coaches’ work with women leaders, the inaugural 2026/2027 cohort will support members as they navigate growth, visibility and influence within complex family office systems. The Circle will provide a trusted peer space to strengthen confidence, leadership voice and self-advocacy, while addressing the unique dynamics women often encounter as they advance in highly technical careers.
The Leadership Circle for Rising Leaders is designed for single-family office professionals identified as “high performers” who are or will soon be in supervisory roles. Current members represent a range of functional areas, including tax, accounting, operations, human resources, investments, client service and philanthropy.
The topics discussed by the group are curated through participant feedback and prioritization. Topics selected for this Circle in 2025 included effective conflict resolution, giving and receiving feedback, creating and communicating processes and timelines, setting healthy boundaries and time management, among others.
The 2026/2027 cohort will support emerging leaders as they transition from strong individual contributors to capable team leaders. The Circle will provide space to build foundational skills, increase self-awareness and develop the confidence and judgment required for long-term growth within a family office environment.
Interested in joining a Leadership Circle?
Review our frequently asked questions below and sign up to get notified the next time we open applications.
I’ve worked with Claire for the past year through both one-on-one executive coaching and her Executive Leadership Circle. She has been an invaluable thought partner, helping me grow as a leader while navigating the dynamics of a family office. The opportunity to collaborate with a diverse group of peers has brought meaningful perspective and clarity to how I lead. I am a better leader and person because of the work we’ve done together.
Leadership Circle FAQs
An overview of what to expect from a Leadership Circle, from group dynamics to coaching support.
frequently asked questions
A comfortable, facilitator-led setting that promotes sharing, support and learning. Participants can bring their real concerns, issues and questions to the group and be received openly and without judgment. Benefits include exploring professional challenges and brainstorming solutions, using Circle members as a sounding board, learning about or creating new options and opportunities for leadership growth, and, as desired, committing to the next steps.
The ideal group size is 12-18. All potential participants are screened for appropriate fit to ensure a satisfactory experience for all.
At the beginning of each cohort, participants provide input on and prioritize the topics they want to discuss with the group over the next year. Previous leadership development topics include change management, conflict competence and building a healthy office culture. Industry-specific topics include balancing innovation and risk, AI in the family office, next generation education and engagement, and family office governance.
Each Circle meets monthly via Zoom. Circle participants also gather in person twice a year at one of our participants’ offices to deepen personal connections, learn from office leaders and family members, and gain exposure to additional family office practices and cultures.
Monthly one-on-one coaching sessions are a vital part of the Circle experience, supporting each participant in experimenting with new habits or behaviors, accountability and a safe, confidential space to work on development.
- Based on participant input, curate a curriculum related to leadership development, professional growth and industry-specific topics
- Build a “community of trust” where participants can openly share best practices and problem-solve with one another
- Work one-on-one with each member to provide personalized coaching
Serve as an industry sounding board, resource for collaboration and conduit for new connections
Annually in May.