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 unnecessarily 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 of ultra-affluent families, their businesses, wealth, trusts and advisers that serve them.
Robin’s Focus Specialties
- Strategic Guidance -How emotional wants & alignments impact advisers & family
- Resolving Alignments- How a qualitative tool prioritizes and align adviser & family activities
- Disputes & Conflict – How resolving disputes impact business wealth and family relationship
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