COACHING & FAMILY BUSINESS
Dr. Paul Edelman is a trusted advisor to enterprising individuals, families, and family offices.
Individuals, families, and their businesses benefit from Paul’s guidance when navigating natural leadership, ownership, life, and wealth transitions.
Using his proprietary COImpAct (Context, Outcomes, Implications, Action) model, Paul works with clients to make more informed decisions generating better results.
Clients appreciate Paul’s broad industry experience including Banking, Hedge Funds, Investment Management, Family Offices, Private Equity, Real Estate, Manufacturing, Healthcare, Travel, and Technology.
Paul is a Fellow of the Institute of Coaching IOC at McLean, a Harvard Medical School Affiliate dedicated to ensuring scientific integrity in the field of coaching.
BS, Physics, MIT; PhD, Psychology, Harvard University; Center for Executive Coaching; and 7 Paths Forward.
Skilled in facilitating thoughtful one-on-one and group conversations, Paul approaches coaching and consulting as a collaborative process.
A RESOURCE FOR FAMILY OFFICES
The Rockefeller family pioneered the modern family office in the late 1800s. Since 2008, the number of family offices has exploded, driven by a historic bull market and favorable government policies.
A single family office (SFO) manages investments and other services for a single ultra-high-net-worth family. Multi-family offices (MFOs) are third-party businesses that provides services to multiple wealthy families.
There are many considerations involved in establishing, selecting, or managing a family office. Paul understands these, and can work with you to determine how best to meet your family’s needs.
For existing SFOs and MFOs, Paul can provide or coordinate organization development, talent optimization, executive coaching, leadership development, executive search, board advisory, client-relationship training, and other services.
PAUL EDELMAN, PHD
Coach and consultant to executives, family businesses, family offices, and professional advisors.
38 years’ experience providing insight, support, and facilitation. Skilled in understanding individual, group, team, organizational, and family dynamics.
Helps clients systematically and objectively solve complex problems, make consequential decisions, and achieve desired outcomes.
Working together, clients find it easier to:
Develop business, organizational, and family leadership capacity
Facilitate planning, problem solving, decision-making, and conflict resolution
Navigate natural transitions in leadership, ownership, and wealth
Create structures and processes to guide individual, business, and family growth
Prior to coaching and consulting, served as an internal organization development consultant at AT&T, an executive search consultant, and VP of a successfully tech startup. Experienced as an angel investor, board chair, and advisory board member.
Raised in Levittown and Garden City, NY. While growing up, worked in the family business. Lives in Boston area with his wife, Julia Edelman. They have two adult sons.
Active alumnus of MIT, Harvard Graduate School of Arts and Sciences, and Harvard Kennedy School.
BS, Physics, MIT (Social Science concentration in Cognitive Psychology)
PhD, Personality and Developmental Psychology, Harvard University
Executive Education, Investment Decisions and Behavioral Finance, Harvard Kennedy School
Professional Certified Coach (PCC), International Coach Federation (ICF)
Board Certified Coach, Center for Credentialing & Education (specialty designations in executive, leadership, career, and business coaching)
Certified Master Facilitator, Board Advisor, and Family Legacy Coach, Center for Executive Coaching
Certified Genos International Emotional Intelligence Practitioner
Certified Facilitator, Family Enterprise Assessment Tool (FEAT)
Accredited Partner, Smart Collaboration Accelerator, Gardner & Co
Qualified Family Office Professional, Investment Certification Institute
Certified Talent Optimization Consultant, The Predictive Index
Member, Society of Industrial and Organizational Psychologists
Member, Exit Planning Exchange
Member, Purposeful Planning Institute
Member, Family Firm Institute
Member, Financial Therapy Association
Teaching and Research Fellow, Harvard University, Department of Psychology and Social Relations
Internal Organizational Development Consultant, AT&T
VP, Talent and Organization Development, MicroE Systems (VC-backed startup)
Executive Search Consultant, Edelman & Associates
Executive Coach and Family Business Consultant, Edelman and Associates
Angel Investor, Hub Angels Investment Group
Advisory Board Member, Wildlife Acoustics
Board Member, MIT Alumni Association
Board Member, National Center for Employee Ownership
Founding Member, Private Directors Association, Boston/New England Chapter
For over three decades, Paul Edelman has been helping senior executives and family businesses set goals, solve problems, and get things done.
WHAT CLIENTS SAY
CHIEF INVESTMENT OFFICER
“I would highly recommend Paul to other executives seeking an advisor with the intellectual horsepower, experience, and skill to assist in tackling difficult decisions, situations, or challenges.”
FOUNDER & BOARD CHAIR AMAZING COMMUNITY
“The process generated lots of energy, enthusiasm, and creativity. Participants left feeling excited about implementing the ideas they developed.”
CHIEF DEVELOPMENT OFFICER
"When launching a new product for my family’s business, Paul helped me align all the stakeholders and execute the plan successfully."
FAMILY BUSINESS, LEGACY,
& WEALTH CONSULTING
As a family business person, you wear multiple hats. Your business roles can include owner, executive, employee, or board member. Your family roles can include parent, child, sibling, relative, or in-law. Consequently, the dynamics are complex and ambiguous. It is hard to differentiate the roles you play at any given time and to integrate them in a satisfying and effective way.
Paul developed the CPRI (Context, Process, Results, Implications) model to deal with exactly this sort of challenge. He uses the model in working with families, their businesses, and their advisors.
Your advisors may include bankers, lawyers, accountants, investment advisors, management consultants, executive coaches, psychologists, and family therapists. They offer a range of services intended to address a variety of different needs. This can create difficulties in coordination, communication, and integration.
Paul can work with you to help you assess your needs. Then he can provide services within his areas of expertise while helping you to coordinate with your other service providers. The aim is to provide you with a comprehensive, integrated approach to meeting your needs. This saves time and money and benefits everyone involved.
Paul Edelman, PhD
Edelman & Associates
3 Virginia Drive
Lakeville, MA 02347
1 (508) 947-5300
To schedule an initial conversation, or for general inquiries, please complete the form below: