Serving the Human Capital in Family Business & Family Offices 

from Business Success to Family Significance


 It’s Time for Action

Greater than 50% of efforts

to scale company size, business transactions and mergers

are abandoned or don’t work out.

This has significant impact on both the business and family future.


This is why we exist and serve.




 “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).