Serving the Human Capital & Dynamics in Family Business & Family Offices
from Business Success to Family Significance
translating this Private Asset and it’s intangible drivers into tangibles for adviser growth strategies
Change Events involving the business and human dynamics
It’s Time for Action
Far greater than 50% of efforts of Founders wanting to step down
get to enjoy the 100% cash event they imagined.
As a Trusted Adviser to a Founder
“What Does The Day After a Transaction Look Like For Founder & Family?
Let’s Start Here
Financial Engineering vs Superior Results
There are reasons performance results (aka returns) may need to improve
Its widely believed financial engineering alone improves performance.
Do the Dynamics of Family, Advisers & Trust Company
Mesh or Conflict over “Protect” and “Preserve” Founder’s prized asset?
“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
“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
For more information, schedule a complimentary time to discuss your wants and expectations
Privatus = Private. CI3O = Chief Implementation ( Knowledge and Resources).