A new kind of consulting
We created a new kind of consulting designed to follow THEPRINCIPLES.
THEPRINCIPLES COMPANY is a consulting and advisory firm serving businesses and families. We build stronger relationships based on belief in a set of shared values. We follow timeless standards to create new ways to solve today’s greatest challenges.
THEPRINCIPLES were codified millennia ago and establish standards for managing business and impacting generations.
Fair dealing and fair value are the cornerstones of business.
It is good to leave an inheritance for generations.
Charity offers great rewards.
The power to create wealth has a purpose.
A discipline investment process begins with trust and skill.
Place a hedge protection around everything.
Creating high impact businesses
We consult with businesses to establish clear standards that improve performance and impact culture. Businesses are increasingly on the frontline of social issues and are expected to faithfully manage both profitability and responsibility. While the prevailing view in consulting is toward self-governance, we believe innovation and productivity flourish with accountability. Sustainable achievement is built through mentoring and training. Measurable goal setting creates clear expectations in management, operations and sales that transform corporate culture.Next
Solving shirtsleeves to shirtsleeves
We consult with families to transfer knowledge and wealth for generations. Family members, our possessions and extended community are at the core of society. Our legacy depends greatly on what we share with those in our immediate social groups. Communication is integral for successful wealth transfer, but information alone does not bring about the change necessary for heirs to become good stewards. We believe transferring knowledge, particularly an understanding of character and virtue, with wealth is what transforms heirs and creates generational legacy.Next
Better to give
We advise families why, how and where to give. Charity can provide effective relief and offer great rewards under the right conditions and circumstances. Understanding why some social issues will always require charity enables donors to choose how and where to give and know what kind of results can be expected.Next
Doing well and doing good
We advise philanthropists how to design programs that achieve specific goals. The power of wealth has a particular purpose. Philanthropy harnesses this power for the peace, prosperity and welfare of entire communities. In addition to focusing on economic development, we believe family, community and religious programs are essential to successful philanthropy.Next
Outperforming impact investing
We advise investors how to outperform and create measurable impact. Investing is allocating capital for the purpose of producing a profit. Investing also includes endowing someone or something with principle. Good stewards create, multiply and preserve wealth by following principles throughout the investment process.Next
Protecting all around
We advise families how to protect everyone and everything. The greatest generational wealth transfer in history is subject to an increasing amount of risk. Businesses and families require strategies to eliminate or minimize risk everywhere they live, work and serve from litigation, taxation, and personal and cyber-attack.Next
We are thought leaders that bring clarity to purpose and resolution to debate.
Nicholas V. Leone III.
Nicholas V Leone III is the Managing Member of THEPRINCIPLES Company and the author of THEPRINCIPLES for Business, Economics & Investing, and Philanthropy. He has twenty five years’ consulting and investment experience with Merrill Lynch, Alex Brown & Sons, AIG and the Global Fund Group.
Nicholas attended Gordon College, Fuller Seminary and Harvard Business School. He was a United Nations NGO Representative and has been noted for his economic perspective by CNBC and US News & World Report.
Ellen Luttrell is a senior marketing leader for THEPRINCIPLES consulting and advisory business. She has 20 years experience in strategy, global corporate and executive programs, corporate marketing, branding, product marketing, sales tools, and change management.
Ellen’s strengths include creating and accelerating key initiatives, shaping and executing corporate vision, operational excellence and transformation to achieve revenue goals. She directed global initiatives for leading companies such as Oracle, eBay, Cisco Systems, Sun Microsystems, Cleantech Open and the U.S. Department of Energy.
Elbert Paul is philanthropy advisor for THEPRINCIPLES consulting and advisory business. He has ten years’ experience managing a family office and private foundation.
As Northern Californian President of National Christian Foundation, Elbert has helped generous givers simplify their giving and multiply their impact. He is on the Genesis Development Collaborative advisory board and was Executive Director of W Charitable Foundation. Elbert completed his undergraduate studies at Regent College in Vancouver, Canada.
Russell W. Newton leads THEPRINCIPLES investment and advisory businesses. He has thirty years’ experience in investment banking, merges and acquisitions, and asset management.
Following roles as Vice President at L.F. Rothschild, and Bankers Trust Company, Mr. Newton founded and managed a boutique investment firm. Mr. Newton attended the New York Institute of Technology, where he majored in both Mechanical Engineering and Naval Architecture.
Michael Engelhart leads THEPRINCIPLES risk and advisory business. He has 25 years’ experience including assessing human capital risk for organizations and customizing programs that best fit the stated risk.
Formerly Michael led North American Business Development for Exceptional Risk Advisors, a Lloyd’s of London Managing General Underwriter. He is an entrepreneur, business owner and former public company executive.
Contact us to learn how we can serve you and faithfully transform your business, family and giving for generations.