Guiding families to align wealth, purpose, & legacy across generations.
Family offices face challenges that extend far beyond finance and estate planning.
Governance, succession, philanthropy, and communication all shape how a family enterprise endures.
We help families build structure and purpose so they can move forward with clarity.
Our role is to simplify complexity. We bring perspective, cutting edge AI tools, and proven methods that help families operate with intention. We work alongside existing advisors, not in place of them, to strengthen alignment across people, systems, and the evolving needs of the family.
What We Do
Strategy, Succession, and the AI Paradox
Family Enterprises and Family Offices are caught in an AI investment paradox: On the one hand, 78% are investing capital into AI companies, while on the other, many struggle with embracing and implementing this technology coherently. This tension reveals both opportunity and anxiety and speaks to the nascent stage that we’re at in the ai development cycle. At Havencraft we understand the opportunity across four cornerstones of successful family office enterprises:
Four Family Office Cornerstones
Enhanced Decision-Making
The ultimate goal of improving technology, data integration, and governance is to enable principals to move beyond manual reporting and make faster, more confident decisions across their operating businesses, investments, and philanthropic activities.
Operational Performance & Efficiency
Structural & Organizational Evolution
Generational Continuity & Legacy
Navigating generational transitions in leadership, ownership, and wealth transfer. Formalizing, storing, and effectively sharing family history and institutional knowledge with future generations.
Our Approach
At Havencraft we think of this as “The Family Office Enterprise System,” a platform that is meticulously designed in partnership with you to drive your specific outcomes and help your team achieve their primary objectives. This system can support your family office, your philanthropic strategy, and your portfolio of operating companies; or it can support one of these areas. It’s designed by expert practitioners within family office and is designed in conversation with you and your team. This is technology in the truest sense of the word, driving excellence through craft and consideration.
Unlock Strategic Capabilities
Human-Centric AI Enabled Operating Model
Developing a holistic, human-centered approach that blends professional judgment with scalable next-generation AI to enable faster, more confident decisions and greater operational efficiency.
Aligning Strategy with Mission, Vision, and Values
Successful family office strategy starts and finishes with a clear understanding of the family’s mission, vision, and values, ensuring alignment of purpose with performance.
Building the Family Enterprise Operating System (FEOS)
Partnering with experts in large language models and neuro-symbolic AI to develop FEOS, a scalable, adaptive platform empowering family offices to operate with institutional-grade intelligence and agility.
Utilize Knowledge as a Generational Asset
Family wealth rests on three pillars: financial capital, human capital, and values. We add a critical fourth pillar: an ever-renewing knowledge base that includes data literacy, historical context, and decision-making frameworks.
Our Clientele
The Family Enterprise
Family Business
Family businesses gain operational efficiencies, process improvements, and compliance with scalable tools.
Family Office
Family offices gain precision, agility, and alignment through disciplined processes, AI-powered tools, and values-based strategy. Access to elite networks and a generational knowledge base strengthens investment performance, governance, and long-term stewardship.
Family Philanthropy
Family philanthropy gains clarity, efficiency, and impact through structured systems, AI-driven due diligence, and values-based strategy.
Our services are designed for families who think in terms of generations, not quarters.
Who We Are
Richard M. Cott
Managing Partner
Seasoned C-suite Executive and Fiduciary Advisor with over 25 years of experience managing and growing investment portfolios from $250M to $22B for high-net-worth individuals, multigenerational families, and foundations. Renowned for integrity, discretion, and deep expertise in asset protection, capital markets, and strategic wealth diversification.
A proven Business Strategist and Operational Leader, skilled in M&A, investment policy development, and scaling investment firms and family offices. Backed by a highly curated global network, offers advisory depth across legacy planning, philanthropy, venture capital, private equity and credit, and AI-driven investment strategies.
Dr. Seth Morton
Partner
Dr. Morton is an expert in developing resilient direct investment programs alongside entrepreneurs, founders, and family offices. His career is defined by a commitment to improving outcomes for buy-side investors, sell-side founders, and family enterprises through rigorous analysis and operational excellence. He has built platforms to manage high volumes of deal flow and has successfully raised capital and executed transactions across healthcare, technology, energy, CPG, and media.
He has a proven track record of scaling direct investment platforms for long-term growth and resilience. As a Director at The Family Office Association, he authored widely referenced whitepapers on best practices for buy-side and sell-side operations, with a focus on aligning capital strategy with legacy planning and multigenerational family objectives.
Jennifer B. Brown
Partner
With over two decades of experience in philanthropy, nonprofit leadership, and strategic wealth planning, she is a multifaceted service provider known for her clear strategic thinking and disciplined, repeatable processes. Her approach brings structure and clarity to complex family enterprises, enabling long-term success and continuity across generations.
A trusted advisor to high-net-worth individuals and family offices, she specializes in legacy planning, governance design, and enterprise resilience. Her work includes codifying family values, building governance frameworks, and aligning structures with non-financial goals. Leveraging deep financial expertise and data-driven insights, she empowers families to make informed decisions and navigate evolving market dynamics with confidence.
Connect With Us
To explore how Havencraft Partners can help your family enterprise move forward with clarity and purpose, contact us confidentially below.