We help define, analyze and resolve our clients’ issues--
all while looking to take advantage of opportunities.
Every client has a different challenge or opportunity to address, and it often takes a fresh eye to identify it.
Function as an unbiased resource to help frame the key issues and find creative solutions.
All work is in our clients’ best interest - no shortcuts.
Hudson Peak Group works with a diverse group of clients including family offices, individuals, investment managers, private businesses and institutions.
Hudson Peak is an independent company, and is not affiliated with any service or product provider. All compensation is fee-based, either hourly or per project to eliminate any potential conflicts of interest.
Family Offices, Individuals and Private Businesses
Outsourced Portfolio Reporting and Analysis
Portfolio Accounting and Reporting Systems
Family Office Best Practices Review
Virtual Family Office Development
Investment Manager Due Diligence
Performance and Attribution Analysis
Due Diligence of Outsourced Service Providers
PE Transaction Review
Financial Strategy and Analysis
Personal Financial Review and Reporting
College Savings Analysis
Investment Manager Start-Up Development
Product Analysis, Strategy and Evaluation
Investment Team Lift-Out Analysis/Track Record Portability
Strategic Consulting for a Family Office
Provided strategic consulting for an early stage family office considering purchasing an investment management team and whether to build an asset management business capable of managing funds for internal and external clients.
Explored the motivations, intellectual and capital commitment, infrastructure requirements, and the competitive landscape to create a decision framework.
Single Family Office Project Analysis and Reporting
Compiled and reviewed selected asset value and cash flow reports for a single family office.
Reviewed existing reporting package from outsourced service provider. Discovered inaccurate data, allocation and diversification reports. Remediated prior period reports and developed new reporting package.
Single Family Office Business Consulting
Served as a consultant to the wealth owner of a single family office to support new business initiatives and as a resource for various additional family office operations.
Collaborated with wealth owner and website developer to refine a nascent information-based website for an emerging investment sector targeted to investors and service providers.
Beta tested and implemented a newly developed CRM system to socialize capital raising initiatives for selective distribution to a proprietary internal network of investors.
Strategic Consulting for a Private Equity Fund
Provided strategic consulting for a start-up private equity fund with an initial strategy to consolidate various small businesses related to its specialty retailer hub.
Delivered targeted strategic, operational and service provider enhancements to improve operations and financial results.
Strategic Consulting for an Investment Management Team Lift-Out Specialist
Provided strategic consulting for an investment team lift-out specialist covering existing performance track record and various options to transport that history to the new organization.
Reviewed the historical track records to determine if they were representative of the stated strategy, contained no hidden problems and properly documented and provided options to continue historical performance track record with no investment gap during management team transition.
Strategic Consulting for an Executive Recruiter
Provided strategic consulting for an executive recruiter attempting to place a top-tier investment management team.
Developed summarized business plans and analyzed database to find target firms that could support the team through a start-up phase, fill a product void, and foster long-term asset growth and product expansion.
Strategic Consulting for a Bridge Loan Lender
Provided strategic consulting for a start-up private equity fund with a primary strategy to invest in small-to-mid size asset-backed bridge loans to generate a specified payout level.
This engagement covered business structure, private placement memorandum development, operational assessment, outsourced service providers, marketing presentation and strategy, and client reporting. Targeted family offices, emerging manager platforms, and identified primary investors for initial capital raising program.
Howard Geller, Principal, is the founder of Hudson Peak Group. He is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years of diverse experience in the financial services industry with several notable financial organizations. His primary family office consulting focus has been on best practices review, investment manager and outsourced service provider due diligence, portfolio reporting system review and requirements development, and targeted project assessment and resolution. He functions as an internal consultant bridging the communication gap to solve problems, implement solutions and take advantage of opportunities.
His industry background includes analytical, strategic and competitive analysis of various financial products and strategies to institutions and individuals covering performance measurement, portfolio attribution, product analysis and management, marketing product placement, investment manager due diligence and business analysis/evaluation.