Strategic Advisor for Enterprising Families

Changegoat provides bespoke advisory services for enterprising families and their endeavors.

We understand the unique complexities associated with leading a family business, family office, and philanthropic initiatives.

Service Types

Changegoat approaches enterprising families with a 360° perspective, addressing personal and professional growth across the family enterprise.

Facilitation

We work with our clients to design and execute successful meetings and meaningful moments. We are at our best when we get you there without getting in the way.

Conflict Resolution

We work with our clients to find productive ways forward with family members and business partners. Healthy conflict is always present with the best outcomes.

Advising

We work with our clients to grow their own capacity for adaptive leadership. Achieving goals across family, business, and social impact demands more.

Communications

We work with our clients to create clear and compelling communications. Strategic storytelling can make all the difference for future generations.

Offerings

Immersive Experiences

Family experiences and intensives remain one of the most influential practices for deepening the relational, emotional, and intellectual engagement in what it means to be ‘family.’

Personal Intensive

Life happens. There are events, moments, and seasons we encounter that make new demands of us. Individual intensives create the time and space necessary to explore, reflect, dream, and plan.

Personal Advisory

Trust is the scarcest of resources. Founder advisory engagements are highly personalized and focused on specific personal and family endeavors including business, philanthropic, and everywhere between.

Founder Lukas Naugle launched Changegoat in 2010, consulting with the Phoenix-based family office, Marketplace One. He fostered a network of 300 high-impact entrepreneurs yielding over $200m in co-investment activity in the first 3 years, sourcing early stage deals between $100k and $2mm, and creating value in the areas of customer development, brand, and go to market that supported the successful launch of 4 portfolio companies. That partnership became a springboard by which Lukas has since delivered upward of 5,000 hours in executive advisory sessions and launched and transformed dozens of brands, businesses, and nonprofits. 

His clientele has included professional athletes and speakers, philanthropists, venture-backed founders, investors, family enterprises, and social impact organizations. He has served in a range of leadership capacities for this diverse client base across functional domains that have included marketing and communications, product development, organizational development, and executive advisory. 

From its inception, Lukas has worked alongside the Founding Partners at Weatherford Capital as a Strategic Advisor and across the Weatherford Capital portfolio as an Operating Advisor with a particular focus on executive leadership, strategic communications, and market strategy. During this period Weatherford Capital has grown to over $1bn AUM.

A natural coach and catalyst, he leverages a range of creative processes driving strategic clarity with clients to promote growth, navigate change, galvanize teams, and optimize organizational performance Lukas holds a BA in International Business from Whitworth University and operates from Dallas, TX.

Leadership

Every family is different, but our hope for each one is the same.

UNIFIED
We are pursuing a clear vision for both family and business.

PROGRESSING
We are moving forward with faith, hope, and love.

HEALTHY
We are improving, growing, and learning.

ENGAGED
We are informed, involved, committed, and contributing.

ALIGNED
We are on the same wavelength regarding speed, growth, risk,
profitability, liquidity, and philanthropy.

RESILIENT
We are embracing all of life as it comes.