Our Bios in Service

The Privatus CI3O Principals In Service

As entrepreneurs ourselves 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 expert knowledge, technical skills and softer dynamic skills to family business and family offices.

Robin Coady Smith

Founder, Family Values Architect

Robin served as Chief-of-Staff to a multi-generational, multi-billion family office for 4 years upon the incapacity of the Patriarch. A major transition ensued with the absence of his leadership for both the business, the family and  family office.

As Chief of Staff, Robin brought stability, clarity and afforded time for the family to regroup and think in a more forward manner about their future.  She identified the gaps for both the business and family office and shaped the strategic conversations about:

  1. dynamic business growth & opportunities for family members
  2. brought a diversity of lenses into a single focus
  3. helped family members and advisers to shape an overarching strategy supported by values governance
  4. monitored & acted upon risk management, succession & transition event planning.

See Robin’s Function today.  Robin  has served 400+ founders and families and their family offices. In the business around transactions it’s the human dynamics and differing wants and expectations that need attention.

In Privatus CI3O,  Robin addresses the needs of founders to preserve returns and business value in transfers or held in trusts.  She provides clarity of benefactor intent to align beneficial and administrative interest.  This dove tails with managing the factors influencing value and returns.  Robin also specializes in resolving intra-family disputes around trustee duty, benefactor intent and beneficial interests.



Carl Lloyd Sheeler, ASA, CVA, CBA

carl@prcio.com  &  csheeler@riversedgevalues.com
Co-Founder, Strategic Value Architect & Strategist

Carl is a successful entrepreneur, corporate and military officer and strategist. Over his business career, he has worked with 1,200+ family businesses engagements around valuation and risk management. He served as Berkeley Research Group’s Strategic Value Architect shaping company value and strategic direction.

He has testified as an expert on 165+  occasions such as shareholder disputes and breach of duty.   He is also served as chief-of-staff of a prominent family office in Los Angeles before purchasing a ranch in Durgano, CO for his next endeavor.  He calls this home and named it Two Bears Ranch.

Two Bears Ranch is a retreat.

(1)  Carl hosts for founder, family and/or key advisers seeking a holistic approach to legacy and liquidity transitions

See Carl’s Function ;the specifics of  his role around business assets, both operating and held as an investment.

(2) He uses his valuation expertise as a benchmark to highlight factors influencing value and the risks that impair value,  allowing advisers to better steward a business growth strategy.

(3) Finance Expert for messy and/or complex intra-family and/or business disruptions/ disputes.

(4)  He also considers the impairments driving proposed “discounts” associated with equity ownership.