Serving the Human Capital in Family Business & Family Offices 

from Business Success to Family Significance


 It’s Time for Action

Far greater than 50% of efforts

of Founders to step down from their business are abandoned or don’t work out.

Few  get to enjoy the 100% cash event they imagined.

 These have a profound impact on family ambitions and their future.



If You’re a Trusted Advisor to a Founder

“What Does The Day After a Transaction Look Like For Founder & Family?

Let’s Start Here

A Typical Day After

What A Day After Can Look Like

Which Would You Support?  What Would Your Founder Client Want?



 “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




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