Olivestone Partners Olivestone Partners
Our Services

What is standing between
you and growth?

Different firms. Different challenges. Different ways to engage.

Find Your Engagement Model
A Tailored Starting Point Olivestone offers three core engagement models: comprehensive transformation, focused consulting, and ongoing strategic advisory.

Each provides a different way to work together, depending on the challenge, scope, and level of involvement. We’ll help determine the right approach—whether that’s a broader transformation, a focused project, ongoing advisory, or specialized engagement.

The Challenge

We need to create or transform our planning organization.

The firm has outgrown its current structure—or needs a planning function designed correctly from the start.

The Solution Comprehensive Transformation

A multi-phase engagement that aligns strategy, structure, people, operations, and client experience.

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The Challenge

We have one important challenge to solve.

A defined issue is limiting performance, capacity, consistency, growth, or client impact.

The Solution Focused Consulting

A targeted project with a clear scope, practical recommendations, and support turning the solution into action.

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The Challenge

We need experienced guidance as we grow.

You want an experienced strategic partner to help navigate decisions, change, and implementation over time.

The Solution Ongoing Strategic Advisory

Add a strategic partner over time. Continuous guidance, leadership support, and accountability as priorities evolve.

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Also Available

Specialized ways to engage.

Standalone services can support a broader initiative or meet a specific need.

Outsourced Financial Planning

When a major opportunity arises, your planning team shouldn't be the limitation. Access experienced planners on demand for complex cases, business owners, executives, UHNW families, and marquee prospects—without the cost of a full-time hire.

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Talent & Recruiting

Finding exceptional planners is hard. As experienced planning leaders, we evaluate technical expertise, client communication, and sales skills to identify the right talent for every role.

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Financial Planner Academy

Get your planners to the next level with technical and sales trainings all the way from basic financial planning to UHNW family office clients and business sales.

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Sales & Influence Training

Turn every presentation into a business development opportunity. We train advisors to deliver engaging client events, compelling conference presentations, and effective prospect calls that build credibility and drive growth.

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Our Belief

The right strategy creates value long after the engagement ends.

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More Details

Designed for your firm's next stage of growth

As firms evolve, their needs change. Whether you're building, optimizing, or scaling your planning organization, our engagement models provide the expertise and flexibility to support every stage of growth.

Explore the Details

A multi-phase engagement designed to turn financial planning into a scalable, integrated and profitable business function.

Comprehensive engagements are built for firms creating, expanding, or transforming their financial planning organization with a focus on efficiency and profitability. We work alongside leadership to align strategy, structure, talent, operations, leadership, and client experience—so every part of the organization supports the same vision. Rather than solving issues in isolation, we design the full system around how your firm operates today and where it wants to go next. The result is a planning organization that is easier to scale, more consistent to manage, more valuable to clients, and better positioned to support profitable growth. The work is designed to materially improve the economics and performance of your planning organization. We build it, implement it, and stay through execution until the results take hold. Comprehensive engagements represent a seven-figure investment.

Common areas of focus: Full department buildout Firmwide transformation Integration following growth or M&A Profitability analysis and redesign Increasing enterprise value for sale or merger
Ideal for firms that: ✓ Are building or rebuilding a planning department ✓ Have outgrown their current model ✓ Need greater consistency and scalability ✓ Want planning to become a strategic and competitive advantage ✓ Are preparing for their next stage of growth
Typical length of engagement: 9-18 months