Skip to content
Private Businesses to Family Offices
WHAT IS THE QUESTION
Menu
HOME PAGE
THEN2
NOW
WHAT
The Reality Is
Loss Aversion
Improvements
Carl’s Business Function
Slow-er Growth?
A business with $12million and $49million in sales
A business with 50 milllion to $499 million of sales
A business above $500 million to $3 billion in sales (private businesses)
Robin’s Human Capital & Trust Function
Solutions for the Human Capital Involved -Robin
Shaping Strategic Thinking -Robin
Does the company board hinder or facilitate purpose? -Robin
Values Based Governance -Robin
A Family Office is the Next Business
Intra-Family Wealth Transfers of the Business -Robin
Business Stock in Trusts -Robin
Single Family Offices Holding Businesses; original & as investments
Protecting Generational Wealth
Value Services
Brainstorming Sessions
Engineering Higher Results For Scaling Company Size -Carl
Business Risk Management-Carl
Hidden Risks in Your Business
Preparing for a Business Transaction- Carl & Robin
A Business Transaction
18 Transition Preparation, Alignment & Strategy Support -Robin
About Us
Guide Positioning
The Less Obvious Can Haunt You
Expert Insight is Invaluable
Our Roles
An Example of Technical Engagement
How We Serve
Our Approach and Process
Different Work Arrangements
Contact
Privacy Policy
Scroll down to content
HOME PAGE
WHAT QUESTION?
Call or schedule a complimentary time, below.
