We Are Family Business & Family Office Transition Value Architects

Optimizing Business & Wealth Transitions with Aligned Advice & Outcomes

for Leadership  including family, boards & trusted advisors


As owners and families of a $100 million plus business(es)

Your Skills Built Premium Wealth

What Differentiates Us is Premium Servant Leadership


 Times of Transition & in Getting from “Here to There”
  Do you seek uncommon results but want the safety of the familiar?
We respect this.



   Start with our presence on Slideshare.net – It’s our materials site.


  Then,  Let’s Discuss Your Path & Future, Today

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