Wise Leadership

Clear Strategy

Whether we are placing a CEO, facilitating a strategic plan, or redesigning organizational structures, our work produces clarity and trust.

Passionate
about our work
and your mission.

Most of our client work starts with a family office. We help to create growth, impact, and transformation for the foundations, nonprofits, companies, and impact investing firms they care most about.

OUR EXPERTISE

Talent

Character matters. It’s reasonably simple to hire for skills. We pay attention to the whole leader.

Strategy

When strategies are clear, connected directly to outcomes, and led well, success follows.

Improvement is good.

Transformation is better.

Good leaders manage each component of their organization well. Great leaders see the whole, the system, and manage it as one thing. 

Sometimes we engage with clients on a single process: an executive search, an organizational redesign, a long-term strategic vision. Over time, we tend to work with the whole organization.

It’s unusual for a firm to practice both executive search and deep strategy work. We combine the services because, over decades of work, we learned a crucial lesson. When talent, strategy, and organizational structure are in close and intentional harmony, when every contributor understands the why as well as the what, when outcomes are ever in mind, transformation follows.

Two Decades of Service

Explore the steady progress, improbable stories, astonishing people, and occasional heartbreaks that emerge from our client work

CASE STUDY

Strategy and Executive Search

Working with the University’s Contemplative Science Center, OE facilitated a multi-decade strategic vision, a 3-year strategic plan, helped to place an interim Executive Director, and provided weekly strategic support to the interim leader. Finally, in late 2024, we placed the CSC’s permanent Executive Director, Dr. Kelly Crace.

CASE STUDY

Long-term Strategic Vision, Organizational Design, and Executive Search

OE facilitated a new, long-term strategic vision, redesigned the organization in support of that strategy, and placed the new President, Suzanne Bond.

CASE STUDY

National Search for an Executive Director

OE conducted a strategic study, an executive search, and a succession plan for the Bears Ears Partnership. After placing a transformational leader, Joe Neuhof, we have remained in place as a strategic advisor.

Trusted by Organizations Around the World

CLIENT EXPERIENCE

”I can say without reservation that the team at OE is exactly who they represent themselves to be and work in the way they say they do- they are a purpose driven organization … they are committed to first listening and understanding; they are personally involved with clients and take a hands on approach to the work; they are committed to the Key Pillars methodical and focused approach; they have a deep network developed over time based upon personal relationship building.”
Mary Jo Sandlin

Family Office CEO - Grounded Capital

“The reason I keep going back to them is their solid process, and the people on their team who really seek to understand the culture of their client’s organization and what type of person will best fit...They’re relationship-focused, not looking for the next transaction but driven to add value as a strategic partner...”
Jasper van Brakel

CEO - RSF Social Finance

“The reason I keep going back to them is their solid process, and the people on their team who really seek to understand the culture of their client’s organization and what type of person will best fit…They’re relationship-focused, not looking for the next transaction but driven to add value as a strategic partner…”

Jasper van Brakel
RSF Social Finance
CEO

Everything starts with a conversation

This work is intimate. Done well, it requires both trust and clarity between client and consultant. You’ll find us open to multiple conversations whether a transaction follows or not. Unless you’re in a hurry; in that case, we’re ready to get to work, and we’ll build that trust as we go.

Insights, Stories, and People

Discover the remarkable people, emerging insights, and astounding stories that are at the heart of our work.