Tailored Services
for Families & Enterprises
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How We Serve
We design our services to address the unique needs of families and enterprises, while ensuring alignment, clarity, and long-term growth.
All our services are built around a single goal: to help you navigate complexity and make confident decisions that preserve and grow value across generations. Whether you are a family office, an enterprise, or a shareholder, we integrate financial insight, operational discipline, and governance frameworks into one cohesive advisory platform.
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Families
Our services simplify complexity, create alignment, and support long term growth. We unite financial expertise, governance, and operational discipline to give your family a clear path forward.
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Services for Families
1
Outsourced CIO Services
Delivering strategic portfolio building and oversight equivalent to an inhouse team. We guide investment planning, manager selection, and performance monitoring while staying aligned with your family’s objectives, drawing on decades of experience to customize solutions that balance risk and reward.
2
Family Governance & Estate Planning
Structure decision making and succession with clarity. We support shareholder agreements, board setup, and next gen alignment, and coordinate with estate planning experts, helping families navigate generational transitions smoothly and preserve legacy value.
3
Special Situations
We provide responsive advisory during critical events, including liquidity planning, family transitions, crossborder structuring, and complex stakeholder issues, offering hands on support to mitigate risks and seize opportunities in real time.
Services for Enterprises
Our enterprise practice grew as a natural extension of our family office services, evolving from helping families manage legacy businesses to a dedicated practice for small and growing enterprises. We partner with founders and shareholders to strengthen financial infrastructure, guide critical decisions, and execute strategic initiatives.
1
Enterprise Advisory
Your senior strategic partner for transactions and special situations, clarifying the path, aligning stakeholders, and executing decisively. Includes deal structuring and execution, capital solutions, restructuring and turnaround, asset acquisition and sale, diligence and readiness.
2
Enterprise Support
An embedded strategic partner working alongside founders to install financial discipline, decision rhythm, and clear execution so the company can scale with control. Includes budgeting and forecasting, internal financial controls and cash stewardship, KPI cadence and reporting, operating plan and pricing and governance, transaction readiness.
Partnership Programs
We value true partnership with our clients. Our Partnership Programs bring together our advisory services into a single, streamlined forum to simplify collaboration and enhance long-term alignment.
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The Grove Family Program
Engagement model for families seeking long-term alignment, structure, and partnership. Supports capital management, governance structuring, succession planning, and enterprise oversight. Acts as an extension of the family’s decision-making infrastructure, ensuring continuity across generations.
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The Grove Enterprise program
Dedicated platform for founders and small enterprises seeking to scale, structure, and create long-term value. Focused on governance, financial infrastructure, strategy, and value management.
Ready to explore how our services can help you grow?
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© 2025 OliveGrove Capital