Operational Solutions
Every SFO, PTC, and OpCo is unique, but they all face similar challenging conditions driven by the ever-shifting winds of the Urgent. There never seems to be enough time, resources—or a clear roadmap —for righting the ship. TrueSight360's proven strategies and systems help you create the right environment for smooth sailing.
For Single Family Offices
Build, Refresh, or Reboot Your Office With Clarity And Confidence.
As the creators of FOCOS®—the Family Office Core Operating System, we bring the only business management framework custom-designed for family offices. Whether you’re starting fresh, realigning after years of growth, or navigating a transition, we give you the tools and guidance to run smoothly.
Primary Services:
• FOCOS (Family Office Core Operating System) Implementation & Training • Strategic Planning Meetings & Leadership Team Offsites • Next-Gen Education & Training • Family Alignment, Vision Casting & Family Constitutions • Organizational Structure, Policy & Process Design • Success Metrics, Stakeholder Reporting & Dashboards • Role Mapping & Functional Accountability • Mission, Culture, Core Values, & Team Building
For Private (Family) Trust Companies
Optimize governance & compliance, and unlock all the hidden benefits of your Trust Company.
We help families design, license, and optimize private trust companies that protect legacy while staying operationally sound. From regulatory compliance to family governance, we ensure your PTC runs with integrity, structure, and confidence.
Primary Services:
• PTC Startup, Structure & Operations • Organizational Reboot, Restructure or Optimization • Strategic Planning Sessions • Licensing & Regulatory Examination Quarterbacking • Compliance & Independent Audits • Roles, Policies & Process Design • Independent Director & Board Advisory
For Operating Companies
Bring alignment and rhythm to your enterprise.
We implement proven business processes and trusted operating systems such as EOS/Traction and others to drive operational excellence and alignment to the mission. And we tailor strategic practices to achievable tactics to help leaders and teams achieve clarity, accountability, and measurable progress.
Primary Services:
• EOS/Traction Implementation • Strategic & Annual Planning Offsites • Strategic Planning & Leadership Offsites • Organizational Structure, Policy & Process Design • Metrics, Reporting & Dashboards • Role Mapping & Functional Accountability • Mission, Culture, Core Values & Team Building
