Telos Group
Telos Group is a privately held, founder-owned consultancy founded in 1997 that provides advisory services to multi-generational family enterprises, single and multi-family offices, and professional advisory firms, covering governance, succession planning, conflict resolution, and next-generation leadership development.
- Company typePrivate
- Founded1997
- HeadquartersMount Laurel, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Telos Group does
Telos Group is a privately held, founder-owned professional services consultancy founded in 1997 by Mike McGrann in Mount Laurel, New Jersey. The firm specializes in advisory services for multi-generational family enterprises, with a service scope spanning family dynamics, ownership and governance structure, asset management, succession and transition planning, conflict resolution, communication enhancement, board development, retreats facilitation, custom education, and executive coaching. Its three core service lines — Enterprising Families, Single and Multi-Family Offices, and Professional Advisory Firms — are supported by overlapping, modular offerings designed to flex to client needs rather than a fixed product catalog.
The firm is staffed by a small multidisciplinary bench (overall headcount in the 11-50 band) of senior advisors holding credentials including MA, MBA, FEA (Family Enterprise Advisor), CEPA, LPC, MFTC, and certified mindfulness instructor designations, with affiliations at Wharton School and Sauder School of Business. Several advisors are former operators of multi-generational family businesses, including a third-generation manufacturing executive and a 20-year operator of a 1,000-location salon chain. Pricing is custom-quoted per engagement; the firm discloses no public pricing, ARR, or revenue.
Go-to-market is sales-led and relationship-driven, relying on direct outreach, personalized consultation, and community engagement through speaking (YPO, Family Enterprise Strategy events), a published Insights blog, an email newsletter, and a LinkedIn presence. Distribution is direct advisory engagement with no channel partners or resellers. The firm self-describes as a global consultancy despite its US operating base. There is no technology product, no AI/ML capability, no API, no patents, no funding history, and no disclosed M&A activity; Telos Group operates as a bootstrapped, founder-led boutique consultancy.
Telos Group firmographics
Firmographics- Name
- Telos Group
- Legal name
- Telos Group, Inc
- Website
- https://telosgroup.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Telos Group is a privately held, founder-owned consultancy founded in 1997 that provides advisory services to multi-generational family enterprises, single and multi-family offices, and professional advisory firms, covering governance, succession planning, conflict resolution, and next-generation leadership development.
- Ownership category
- akta.pro rank
Telos Group industry classification
Industry- Product category
- Family Business Consulting
- NAICS
- Other Individual and Family Services (624190)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industry
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Telos Group is headquartered
LocationHeadquarters
- HQ city
- Mount Laurel
- HQ country
- United States
- HQ region
- North America
Markets served
Telos Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Professional Advisory Services: Consulting and advisory fees for services spanning family dynamics, ownership structure, asset management, succession and transition planning, coaching, and related professional services for enterprising families and family offices.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Telos Group product offering
Product offeringCore offering
Telos Group is a global consultancy that provides private, hands-on expertise and guidance for multi-generational family enterprises. It educates, facilitates, and consults across the family enterprise system — including family dynamics, ownership structure, asset management, succession and transition planning, coaching, conflict resolution, and governance — and partners with family offices and professional advisory firms to expand their service offerings in the family enterprise space.
Product overview
Telos Group is a global family business consultancy offering a unified suite of advisory services for enterprising families, single and multi-family offices, and professional advisory firms. The company provides multifaceted, top-to-bottom consulting support organized into three core service areas—Enterprising Families Services, Single and Multi-Family Office Services, and Professional Advisory Firm Services—that overlap and flexibly adapt to client needs. These core services encompass specialized modules including family governance, succession and continuity planning, conflict resolution, board development, custom education programs, and executive coaching. Additionally, Telos Group offers educational content through its blog and workshop series, providing thought leadership and frameworks for the family enterprise community.
Differentiator
Problem solved
Functional benefit
Products and services
- Enterprising Families Services
- Single and Multi-Family Office Services
- Professional Advisory Firm Services
Companies that use Telos Group
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Telos Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Telos Group partnerships and signals
Strategic signalScale indicators3 records
Expansion highlights4 records
Telos Group competitors and assessment
Company assessmentDirect peers
- Tiger 21: Tiger 21 operates peer groups for high-net-worth investors with significant asset bases, addressing wealth management, family dynamics, and next-generation engagement, intersecting with Telos's wealth-holding family segment.
- Family Firm Institute (FFI): FFI is the professional body and educational network for family enterprise advisors, with member practitioners offering governance, consulting, and education services that directly overlap with Telos's advisory and custom education offerings.
- Palladium Family Business Services: Palladium advises enterprising families on governance, succession, strategy, and family dynamics through a dedicated family business practice, overlapping almost entirely with Telos's service catalog and target persona of multi-generational families.
- Vistage: Vistage runs CEO and key-executive peer advisory groups including specialized family business editions, providing group coaching and peer learning that compete for the same family enterprise leadership development budget as Telos.
- Cambridge Family Enterprise Group: Cambridge is a long-standing global advisory and education firm focused on enterprising families, family governance, succession, and next-generation development, mirroring Telos's core service mix and buyer base of multi-generational business families.
Broad incumbents
- Bessemer Trust / Single-Family Office Competitors: Bessemer Trust and similar large single-family-office platforms offer governance, next-generation education, and family advisory programs that overlap with Telos's multi-family office and enterprising family service lines.
- BDO Private Client Services: BDO's Private Client and Family Business practices deliver advisory, tax, and consulting services to high-net-worth families and family enterprises, competing for the same enterprising family buyer as part of a larger accounting-led portfolio.
- Deloitte Private: Deloitte Private serves private companies and family enterprises with family office, succession, and governance advisory services, leveraging cross-firm audit, tax, and consulting relationships with large family-held businesses.
- KPMG Family Office Services: KPMG's Private Enterprise and Family Office practice provides tax, advisory, and governance services to ultra-wealthy families globally, offering overlapping family enterprise advisory capabilities as part of a much broader professional services portfolio.
Emerging players
- Family Business Advisor / Generational Equity: Generational Equity and similar M&A-focused firms advise family business owners on exit planning, succession, and ownership transition, partially overlapping with Telos's succession and continuity planning modules for selling or transitioning families.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Telos Group social profiles
Digital presenceTelos Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Telos Group leadership team
Management profileNumber of profiles
Profiles6 records
Telos Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Telos Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Telos Group
What does Telos Group do?
Telos Group is a global consultancy that provides private, hands-on expertise and guidance for multi-generational family enterprises. It educates, facilitates, and consults across the family enterprise system — including family dynamics, ownership structure, asset management, succession and transition planning, coaching, conflict resolution, and governance — and partners with family offices and professional advisory firms to expand their service offerings in the family enterprise space.
Is Telos Group a public or private company?
Telos Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Telos Group founded?
Telos Group was founded in 1997. It employs 11 to 50 people.
Where is Telos Group based?
Telos Group is headquartered in Mount Laurel, United States, in the North America region.
How does Telos Group make money?
One revenue line is on record: professional Advisory Services.
Who are Telos Group's main competitors?
Direct peers on record are Tiger 21, Family Firm Institute (FFI), Palladium Family Business Services, Vistage and Cambridge Family Enterprise Group. Broad incumbents are Bessemer Trust / Single-Family Office Competitors, BDO Private Client Services, Deloitte Private and KPMG Family Office Services. Family Business Advisor / Generational Equity is listed as an emerging player.
Does Telos Group have an API?
No public API is recorded for Telos Group.
What industry is Telos Group in?
Telos Group's product category is Family Business Consulting. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its NAICS code is 624190 and its SIC code is 8742.