Clients

“

Jeff and I have worked together for more than 7 years on a variety of projects related to family governance, education, and leadership.  Jeff’s skills as a facilitator, teacher, and guide are invaluable to the families he serves.  I always look forward to collaborating with Jeff on other families.  

”

J. Richard Joyner

President, Tolleson Wealth Management

“

Jeff analyzes an organization's ability to execute on its mission, both where it may be inadequate or where there is simply an opportunity to do better or at a larger scale and then provides leaders a map for improved business outcomes.  He excels at executive coaching and at guiding teams through the kind of change management that leads to improved--and sometimes transformational--results.

”

Jeanne Whitman Bobbitt

Founder, Jeanne P. Whitman Bobbitt Consulting

“

I have had the privilege of working with Jeff for several years in a variety of capacities in my role as Relationship Manager and lead Business Consultant for BNY Mellon Pershing. Most recently, Jeff facilitated a new program at BNY Mellon Pershing (Next Leadership Forum) for rising leaders at our top client firms. Jeff delivered content on leadership, communication, EQ – through his content and facilitation our cohort greatly benefited, were challenged and came away with tangible, actionable steps to improve their communication skills and understanding of their teams. Jeff is the consummate professional, and I recommend him to many of my clients looking for leadership guidance.

”

Lisa Crafford

Principal, Advisor Solutions, BNY Mellon | Pershing

“

It is my great pleasure to be in close collaboration with Jeff in the gifted wonderful work he does to help families’ learn, thrive and seek to flourish.

”

James (Jay) E. Hughes Jr., Esq.

Author & Founder of Families of Affinity

“

Meeting and working with Jeff Strese has been a profound lesson in the value of human capital. His focus on talent development and organizational design is a graduate course in how to turn a business from one dependent on an individual to one driven by a team. Jeff is not just an effective consultant, but a brilliant teacher that would help any organization become an organization where motivated people can flourish.

”

Mark Tibergien

Retired CEO, Pershing Advisor Solutions, a BNY Mellon Company

“

I have had the privilege of collaborating with Jeff over the past few years as we worked to address a variety of issues for a ultra-high-net-worth multigenerational client. Jeff brings a highly valuable perspective to this work, a keen ability to listen and a gift for creatively addressing issues and challenges that help guide the family to successful outcomes.

”

Nathan Dungan

Founder and President of Share Save Spend®, LLC.

“

I have known Jeff for over a decade, first in his capacity as head of HR at SMU, then in his work at Tolleson. Jeff is a great listener and has provided me with sound advice and encouragement in the numerous roles I have held at SMU. He understands what it takes to be an effective leader having been one himself and he knows how to get the best out of others. As head of HR he led significant change initiatives in which his calm approach was critical to their success.

”

Peter Moore, PhD

Associate Provost Southern Methodist University