Wide Focus
Strategic counsel for family
offices at pivotal moments
Wide Focus helps firms drive measurable growth, evolve the client and employee experience,
and communicate through mergers, succession and change.
Expansive vision. Precision strategy.
Ready to grow measurably, deepen client trust, and set your firm apart?
Wide Focus partners with you to design customized growth strategy,
elevate client experience, and align communications so you can move
forward with confidence and measurable impact.
More than 20 years in the Multi-family Office Industry | Family Wealth Alliance’s Alliance Forte Service Provider | Principal-led Engagements
Strategic partnership for moments that matter
The right strategy is only powerful when it reflects how clients experience a firm and how leadership communicates change. Wide Focus integrates growth planning, client insight, and thoughtful messaging to move organizations forward with purpose. Your firm gains the clarity that builds confidence and fuels momentum. When aligned thoughtfully, growth becomes something leadership can direct rather than absorb.
Growth Strategy & Positioning
Targeted, insight-informed plans that clarify positioning, align marketing and business development efforts, and drive measurable, sustainable revenue growth.
Client
Experience Design
Onboarding, next-generation programs
and client-informed experience design, elevating interactions, strengthening loyalty, and fueling high-value referrals.
Client Insight
Interviews
Confidential conversations across generations that show what families value, what they expect next and what drives referrals.
Communication strategy and Transition Advisory
Clear, consistent communication for clients and staff through mergers, leadership change or firm evolution.
Also serving nonprofits: Capital campaign communications for organizations with major donor audiences.
What Wide Focus delivers for advisory firms
Revenue growth driven by disciplined strategic focus.
Confidential insight that turns assumptions into
informed strategy.
Client experiences that build durable loyalty and advocacy.
Communication that strengthens trust at pivotal moments.
What leaders say
about Wide Focus
“Having Erin help us think through our client experience and segmentation was crucial to our success. She brought up topics and asked questions that were foundational, and allowed our team to realign on how we serve our clients. We didn’t just walk away with a plan. We walked away with total team buy-in.”
Dalyce Tinoco, Class VI Partners Family Office
“I can say without hesitation that Erin’s leadership, expertise and collaborative spirit had a profound impact on our organization. Any company fortunate enough to have her will benefit from her ability to lead with both vision and execution, and to inspire confidence through times of significant change.“
Kristen Bauer, CEO, LNW
“It’s incredibly rare in our decades of experience to find someone who can connect the analytical world of strategic business growth with the emotional realm of empathic communication. Erin is one of those special people.”
Mike Yoffie, Partner, Big Mouth
Meet Erin Moyer
Erin Moyer Brings more than 20 years of experience serving families offices, wealth management firms, trust companies and the families they support. For 19 years she led brand, communications and marketing at Laird Norton Wetherby, serving on its executive team. Previously she was in internal communications at Washington Mutual and fundraising for the Leukemia & Lymphoma Society. She founded Wide Focus in 2025 to bring that inside perspective to leadership teams at pivotal moments. Every engagement is personally lead by Erin, with the discretion and judgement family offices expect.
When family office leaders
engage Wide Focus
Leaders leave engagements with sharper judgement, shared direction and the confidence to move decisively.
Growth depends on a few senior advisors, and the firm needs a clearer way to attract the right families.
Surveys continually indicate that clients are satisfied, but referrals have slowed and the firm isn’t sure why.
A merger, succession or leadership change needs clear, consistent communication.
The rising gen is stepping in, and no one has asked them what they expect from the relationship.
The client experience varies by advisory team, and the firm’s best practices live in senior heads.
The brand no longer reflects who the firm has become.
am
Facing a decision that shapes your firm’s next chapter?
A 30-minute conversation is a good place to start. Erin reads every note personally and replies within one business day.
Questions Leaders Ask
Common questions about working with Wide Focus
Wide Focus is a principal-led strategy consultancy for family offices, wealth management firms and organizations who steward families of wealth. Erin Moyer helps leadership teams understand their client’s and employee’s evolving expectations, think through what it means for their firm, and build a clear plan for growth, client experience and communications.
Wide Focus works with senior leaders at multi-family offices, single-family offices, trust companies and wealth management firms serving ultra-high-net-worth families. Wide Focus also supports nonprofits running capital campaigns with major donor audiences.
Most engagements are defined projects that move from insight to a plan. Some focus on clearer positioning or marketing strategy. Others on improving consistency or designing the client journey. Many begin with confidential client or employee interviews, followed by leadership working sessions and a prioritized plan. Some firms continue with implementation support, ongoing guidance or an annual follow-up.
Yes. Client conversations are confidential by design, and findings are shared as themes and anonymized quotes. Details are on the Client Insight Interviews page.
Wide Focus is based in Seattle and works with family offices and advisory firms across the United States.