Post sale, want to be heard and understood?
LIFE
Changes
with options or opportunities and a clear path forward?..
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Stewards
Carl Sheeler, PhD, ASA, CBA,CVA
Co-Founder, Privatus CI3O
Family Offices and Businesses

Finance; valuation as a benchmark to highlight risks and opportunities to allow advisor to better steward a growth strategy, expert for messy or complex intra-family disputes or business disruptions. 
Robin Coady Smith
co-Founder, Privatus CI3O
Family Offices and Businesses

Human Capital Focus; alignments, transition management/oversight, strategic inputs, shaping strategy for next endeavors.

 
Download now your free copy of “Whose Optics; Yours or Theirs?” to get started on understanding how optics impact transition events.
Help your family Achieve Their Desired Goals with a clear path forward, bespoke services, to get them where they wish to go both individually and as a family collective.
What is This?
We are holistic in what we do so a mid-market business may endure and we take on some of the major hurdles as Stewards so founder and family can achieve their goals with a clear path forward both individually and as a family collective.


Download your copy of “Whose Optics; Yours or Theirs?” and take advantage of the offer to schedule a free 30 minute consultation; your family's life transition event. 
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