Carolyn guides each family through how to frame their family’s needs, introduces innovative concepts and solutions, and sources the appropriate resources to help them achieve their objectives. This is done from an experienced, independent, and unbiased lens as she will only represent families and their best interests.

Caitlyn is an HR strategist and leadership consultant who advises family-owned and entrepreneurial organizations on people foundations, organizational design, and leadership development. She is a Certified Training and Development Professional (CTDP) and Certified Professional Coach and lives in Burlington, Ontario.

With years of experience designing, managing and securing technology environments, advising and aiding organizations align their technology strategies and objectives with their business goals. Fulfilled numerous technology roles with a variety of organizations, predominately in the Canadian Financial & Wealth Management sector.

Jim Hayhurst is a trusted advisor to founders, families and institutions at the intersection of purpose and capital.
As an award-winning CEO and community leader, Jim has spent over 30 years helping individuals, teams and companies align resources with mission to create meaningful and enduring impact.

Rachel acts as the key liaison connecting clients, the team, and Carolyn Cole. Her role involves working closely with all members of the organization to enhance overall efficiency. Rachel excels in keeping track of timelines and client deliverables, streamlining administrative processes, collaborating on special projects.

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As Managing Director, Lucy Ryan plays a pivotal role in the design, leadership, and implementation of Family Offices. She oversees the strategic execution of Family Office initiatives, managing relationships with clients’ existing professionals while leveraging the expertise of our network to support the unique goals of each family.

As Accounting Manager at Cole & Associates, Brooke Rohatyn works closely with Robert Beattie, Head of Finance and Operations, to manage and prepare financial information. She also applies her technical and creative skills in collaborating with the team on projects for client delivery and ensuring seamless financial processes.