Our Bios in Service

The Privatus CI3O Principals In Service

Robin is the architect of Privatus CI3O.  Her two decades of experiences has sensitized her to the unique challenges of entrepreneurs and business owners that need solutions.    Privatus CI3O is that elegant solution to value creation and transition challenges when cohesive collaboration and strategic direction are lacking. We differentiated ourselves by expert knowledge, advanced skills and softer dynamic skills.

Robin Coady Smith

robin@prcio.com
Founder, CEO & 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 loss of his leadership.

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 re-shape their board and create an advisory board & an overarching strategy supported by values governance
  4. monitored & acted upon succession & transition event planning on behalf of the family and business.

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 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, creating more than $5.2 billion in economic value for businesses, private equity firms and family offices.

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 & Riversedge Values Advisory Services.

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.