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Private Businesses to Family Offices
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Our Target Audiences
Why These Targets?
Solutions
For a Business – What Solutions?
For a Family Office – What Solutions?
Why These Are Right Solutions
Now
Improvements
Carl’s Business Function
Hidden Risks in Your Business
Robin’s Business Function
Solutions for the Human Capital Involved -Robin
Shaping Strategic Thinking -Robin
Values Based Governance -Robin
Robin’s Trust & Wealth Structuring Function
Transition Preparation; Owner, Family, Strategy
Intra-Family Wealth Transfers of the Business -Robin
A Family Office is the Next Business
Business Stock in Trusts -Robin
Single Family Offices Holding Businesses; original & as investments
Next?
Protecting Generational Wealth
Keeping Entrepreneurial Spirit Alive
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