What Clients Are Saying
“Magnolia Solutions offers family office leadership development intentionally designed to cultivate conscious leaders—through shared learning, deep reflection, and a cohort of aligned family office peers. This leadership approach has been instrumental in my growth as a family office professional.”
Amanda
Assistant General Counsel (Chicago, IL)
“I have been working with Claire as my executive coach for over 5 years. She has helped me grow as a leader and is also a fabulous thought partner to help me navigate the challenges of working in a family office. I am definitely a better leader and person because of the time I have spent working with Claire.”
Christine
President (Bentonville, AR)
"The Leadership Circle has provided both meaningful individual coaching and the support of leaders across the country who are navigating similar challenges. Claire’s focus on energy leadership has challenged me to think bigger and equipped me with practical tools to show up as the best version of myself — for my organization, my team and myself. I have personally benefited from her one-on-one coaching, as she has guided me through particularly challenging moments unique to the family office space. I am grateful for the mentorship and objective sounding board Claire provides. She consistently challenges me to identify my emotions so that I can choose the most effective response. The experience has been a valuable and worthwhile investment in my leadership development."
“In the Rising Leaders group, it has been very beneficial to have Claire help me become a better listener and develop better habits. Within the group, having a network of peers to ask for advice in finding effective solutions has been a great help to me and to our office. The Energy Leadership Assessment has made a big impact on me – I have gained a deeper understanding of myself, how I am wired and how I react to stress.”
Joseph
Portfolio Manager (Knoxville, TN)
“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.”
Brooke
Chief Financial Officer (Palm Beach, FL)
"Leadership Circle has provided a great opportunity to share thoughts and ideas with family office peers; being such a specific niche, it’s great to have the space to talk to others who understand. The topics Claire has brought to the group have been relevant and insightful; I walk away from every session, both peer group and individual meetings, with something tangible that I can apply or share with my team."
“Claire is not your typical professional coach, in that her specialty in wealth management and previous recruiting experience make her especially knowledgeable about the industry. She is a positive, supportive coach who has encouraged me to follow my passions, and provided me with the focus, structure and tools to take action. I highly recommend Claire to anyone looking to inject energy into their approach, make changes confidently in a condensed time frame and invest in themselves.”
Karen
Chief Executive Officer (Hinsdale, IL)
“Leadership Circle has been an incredibly helpful resource for connection with other similarly situated family office professionals. All offices are unique but the challenges relating to the relational components of our job are certainly universal. This platform allowed us to trade tips on technical strategies while providing support for the complex interactions one must navigate at every level of a family office. The coaching is invaluable for building confidence and having someone in your corner.”
Erin
Client Servicing Manager (San Diego, CA)
Get In Touch
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