Build the firm behind the growth.
Vestry works with advisors, owners, and leadership teams to build, strengthen, and expand their businesses, and prepare them for succession and operational handover. We connect strategy, people, business development, and operations around the decisions that shape the firm’s future.
Domestic and international advisory firms. Specialist experience in cross-border and U.S.-connected markets.
Where does your firm need support?
You may be building a business, leading an established firm, exploring expansion, or preparing to hand over responsibility. Vestry helps you work through the decisions and practical changes involved.
Build the business
Clarify your proposition, evaluate partnerships, and put the people and processes in place to support the business you want to build.
- Business proposition and positioning
- Partnership and firm decisions
- Moving from an advisor-led practice to a firm
Strengthen the firm
Work through the leadership, team, business development, and operational challenges of running an established advisory firm.
- Recruiting priorities and team responsibilities
- Leadership decisions and accountability
- Business development and operating processes
Expand with direction
Assess where to grow, which opportunities fit, and what your firm needs in place to enter a new market or develop a strategic partnership.
- Market readiness and positioning
- Strategic partnerships
- Cross-border and U.S.-connected opportunities
Prepare for succession and handover
Prepare the business to function under its next leader or owner, with clearer responsibilities, documented processes, and a practical operational handover plan.
- Reducing dependence on the departing owner
- Leadership and operational handover
- Continuity for the team and client service
What we draw on.
Four connected capabilities, applied to whichever situation your firm is in.
Business Development and Positioning
How the firm finds, wins, and explains its work.
Leadership and Decision-Making
Who owns which decisions, and how leadership stays focused as the firm grows.
Operations, Technology, and Responsible AI
The workflows and systems behind growth and a consistent client experience.
Governance and Accountability
The standards that keep the work credible and on track across every area.
Three engagement formats.
Strategy Consultation
60 minutes with Janice Diaz | $500 USD
For advisors and firm leaders making an important decision about their practice or business.
Growth Sprint
A focused project with an agreed scope, timeframe, and deliverables.
Ongoing Consulting
Continued support for owners and leadership teams under an agreed scope.
Need a structured assessment first? See the Market Readiness Review
Advisory firms at a point of change.
Independent advisors, RIAs, advisory firms, and wealth platforms in the U.S. and internationally.
- Established firms strengthening leadership, teams, and operations
- Owners and CEOs preparing for succession and handover
- Founder-led firms building a firm-led business
- Firms with unclear market language or positioning
- Firms modernizing operations, technology, or AI use
- Firms entering or expanding in the U.S. market
- European firms serving Americans abroad
- U.S.-connected advisory platforms
Janice Diaz
Janice brings more than 25 years of experience across financial services, wealth management, advisor recruiting, business development, marketing, operations, and cross-border advisory growth.
Vestry is a growth strategy and business development consulting firm, led by Janice Diaz.
About JaniceLet’s talk about your firm’s next move.
Tell us what you are working through, what needs to change, and where you want the business to go.