ChoiceWorks

Choiceworks is a management consulting and coaching firm that has spent over 25 years developing proprietary methods to address organizational performance problems including stalled growth, accountability gaps, team silos, and disengagement. The firm works across all levels of an organization, from the C-suite to front-line workers, using a combination of measurement, coaching, training, consulting, and direct intervention.

For family offices considering organizational development support, Choiceworks offers a dual-coach model for individual clients, pairing a behavior-oriented coach with a business-oriented coach. Its proprietary benchmarks, culture surveys, and 360 assessments provide a structured diagnostic layer before any intervention begins. The firm covers a broad range of industries, with finance listed among sectors served.

Core service areas include:

• Individual coaching for management and leadership at all levels
• Group training on accountability, conflict resolution, cross-functional teamwork, and change management
• Organizational measurement through assessments, employee surveys, and growth diagnostics
• Business operations consulting drawing on direct experience as owners and managers
• Planned innovation processes including problem identification and team selection

Choiceworks does not appear to offer any software platform or technology product; all services are delivered by practitioners. Pricing is not publicly disclosed, and the site provides no indication of typical engagement cost or structure. The firm does not position itself specifically toward family offices or private wealth organizations, and its stated client base spans high tech, manufacturing, healthcare, and government alongside finance. Family offices evaluating this firm should expect a generalist consulting engagement rather than one tailored to the specific governance or investment management challenges of a private wealth structure.

• Individual coaching for management and leadership
• Group training on accountability, teamwork, and conflict resolution
• Organizational measurement via assessments and surveys
• Business operations consulting
• Team and departmental intervention for performance and conflict challenges
• Planned innovation facilitation

• Dual-coach model (behavior-oriented and business-oriented)
• Proprietary benchmarks
• Culture surveys
• 360 surveys
• Employee surveys
• Growth assessment
• Personal Operating Systems coaching framework
• Conflict resolution training (Crash or Create)
• Cross-functional teamwork training
• Innovation management process

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.