The Privatus CI3O Principals In Service
As entrepreneurs and as the owners of Privatus CI3O and other related businesses, we have endured the sacrifice with deeply seated beliefs, tenacity and passion for this business as you have in yours. We’ve differentiated ourselves by offer expert knowledge, technical skills and softer dynamic skills to family business and family offices. Sign Up Now to receive highly informative, valuable blogs, tools, papers and other content, that you can use or ask for help.
Robin Coady Smith
Founder, Values & Dynamics
Robin served as Chief-of-Staff to a multi-generational, multi-billion family office for 4 years. The challenge was the incapacity of the Patriarch. A major life transition ensued with the absence of his leadership and upon his death for both the business, the family and family office.
As Chief of Staff for another 2 years, Robin brought stability, clarity and afforded time for the family to regroup and think in a more forward manner of the future. She picked her now partner, Carl Sheeler, PhD, ASA, CVA, CBA to co-manage with her, to fill the gaps for both the business and family office and to offer options for more dynamic business growth and opportunities for family members. They brought diversity of lenses into a single focus so stakeholders could develop a strategy supported by governance, risk management, succession and transitions events.
See Robin’s Function today. Robin is soft spoken, firm but respectful. She has been a pioneer in the family office space since 2003. She understands the human dynamics and the differed wants and expectations that often can challenge the ambitions of entrepreneurs, if not resolved and aligned.
Having worked with many advisors, trust administrators, Trustees, attorneys and accountants over time, Robin is highly sensitized to the differing view points by these professionals compared with Founder and family views of liquidity transitions and legacy matters.
Carl Lloyd Sheeler
Carl is a successful entrepreneur, corporate and military officer and strategist. He served as BRG’s Strategic Value Architect shaping company and family values. He is also served as chief-of-staff of a prominent family office in Los Angeles before purchasing a ranch in Durgano, CO as his next endeavor. He calls this home and named it Two Bears Ranch. See Carl’s Function for his role around business assets, both operating and held as an investment
3 things Carl focuses on as near as dear to him;
(1) Retreat host for founder, family and/or key advisor seeking a holistic approach to legacy and liquidity transitions;
(2) Using his valuation expertise as a benchmark to highlight risks and opportunities allowing advisors to better steward a business growth strategy;
(3) Finance/Fiduciary Expert for messy and/or complex intra-family and/or business disruptions/ disputes.
He has presented or written for John Wiley & Sons, the American Bar Association, the American Institute of Certified Public Accountants and the Appraisal Foundation. In Privatus CI3O, Carl addresses the underlying operational, cultural, and governance issues that drive value and quantify risks.
A member of the ASA – American Society of Accountancy, Carl has worked extensively with private equity groups to improve the returns and growth opportunities of these assets.