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Begin the Conversation

Telos Private Office is accepting applications for founding family partnerships

Schedule Your Purpose Alignment Assessment™

If you're an entrepreneurial family committed to multi-generational wealth transfer and purpose-centered stewardship, we invite you to explore whether we're the right fit.

The Assessment Process

This 1-3 month evaluation helps both parties assess:

  • Values Alignment: Do our philosophies on wealth, family, and stewardship align?
  • Strategic Fit: Does your complexity and commitment level match our model?
  • Mutual Commitment: Are we both ready for true partnership?

Confidential • No obligation • Either party can exit with 60-day notice during first 12 months

Mailing Address

Telos Private Office
4514 Chamblee Dunwoody Rd, Suite 275
Chamblee, GA 30338

Direct Contact

Davy Wallach
Director of Growth Strategy & Capital Markets
info@telosofc.com

We take time to understand if we're the right fit for your family. The Purpose Alignment Assessment™ is a 1-3 month mutual evaluation where we explore values, goals, and how we can best serve your vision.

All inquiries are confidential and will be reviewed personally by Davy Wallach.