Serving the Humanity in Family Business & Family Offices 

from Business Success to Family Significance


More Time & Money, Less Angst

Cohesion & Solving the Fundamental to Less Apparent Problems


Business or Wealth Transactions & Family Transition Events



It’s Time for Action

Right the Course or

 Do Something “NEW”


Both Businesses & Families are Dynamic




“I was impressed with your credentials and  being a CFO in a single family business for a high net worth family,

there is always something that requires someone with your expertise….”

                                                                                      – CFO, Construction Company

” Thank you for this; a nice clear accurate piece of a hugely complex and richly human mosaic that is a family business.”

   “Your comments  just confirmed to me that family businesses are in as safe a space as possible – a very rare thing – in your hands.”

“Keep up the good work.”

                                                                                        Martin S. – Company Director


Carl Sheeler, PhD, ASA, Berkeley Research Group and Privatus CI3O received the Alliance of Merger & Acquisition Advisors (AM&AA),  2016 Thought Leader of the Year Award in his role as a Strategic Value Architect who influences value and harnesses trusted advisor wisdom.   Both deliver premium value.

AM&AA are two of the largest middle market M&A associations in the US. – Say congrats to Carl on our contact page!




    Privatus = Private.   CI3O = Chief Implementation ( Knowledge and Resources).