Robin’s Function

As a former Chief of Staff  Robin serves as a Steward.

In the minutae of daily details, the wants and expectations of a Founder and  family get lost.  This includes the wish to join the ranks of the UHNW AND to enjoy the opportunity of keeping generational business and financial wealth intact.  

We acknowledge these wants.

We see  the  challenges that make these events difficult.  Our ability to impact them successfully is based upon experience and wisdom earned over time.

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

The Up and Coming Generation

If You Want Different Outcomes, then Let’s Raise the Bar on the Conversations

Robin’s Focus Specialties

  • Strategic Guidance -How emotional wants & alignments help advisers & family have a common purpose
  • Resolving Alignments- How a qualitative tool prioritizes and aligns adviser & family activities
  • Disputes & Conflict – How resolving disputes preserves business wealth and family relationships

Masterminds – learning for family and wealth teams, the transition to next generation success or from success to family significance

If you have an advisory or change event matter 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