Robin’s Expertise is the Human Capital*

As a former Chief of Staff  Robin served as the Steward of a multi-generational business family, orchestrating the entirety of family members, staff and advisers.

Now as an architect of Family Values and Interests, she helps families to derive individual values into family values and arrive at an agreed roadmap of what is important to them.  These are important foundations to build mission and purpose for a business or family office.  These cornerstones, are the glue that bind families together and improve major decision making.

Robin can serve as an Interim Chief of Staff to family and private businesses or family office around transactions and unplanned transition events, she bring the benefit of calm listening, representing the wants or needs of the family in communicating with advisers and service providers and a longer perspective from outside.

Robin’s specialty is family trusts, holding businesses and other private assets, with expertise in the diversity of trustee roles, fiduciary duty and the necessary supporting formalities.

Our ability to impact these successfully is why we offer to bear the load of change events for ultra-affluent families, their businesses, wealth, trusts and advisers that serve them.

  • human capital = is the knowledge, skills and resources of owners, family members (active and passive), board members, advisers and others.

Robin’s Focus follows:

Differences in Perspectives are Rampant

Unresolved, these are the root of most conflicts

  • Balancing Business & Family Intereshights
  • Balancing Technical & Tactical with high IQ/EQ
  • How to Incorporate/Reshape Your Strategic Thinking

 Objective Strategic Guidance

How does the business or family office know whether they have the skills they need?

  • What are our best options?
  • How much can we expect? What form will it take?
  • What do we expect this to look like a year from now?

Resolving Human Capital Constraints

  • I’m not being heard or listened to
  • How do I/we get from here to there
  • How do I execute on a generational perspective in the business

Succession Planning Support

Common human capital issues

  • Wants drives decisions
  • Equitable ownership need consensus
  • Leadership transition events are unplanned

 Clarity of  “Liquidity vs Legacy” Dilemma

  • How does each meet our cash flow and liquidity objectives?
  • What does control look like?
  • What is a legacy?

If you have a change event matter, trustee duty matter or a dispute that won’t resolve that you would like to discuss with Robin, Contact her.

 View Carl’s Function –  we are two halves of what makes for success of change events involving a family business – deep finance and human capital skills