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Greater New York City Area United States
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What Informs Success to Significance ★ "Our 20 C’s" tool ★ Enduring Relationships & Better Outcomes. ★ Family-Centric Focus ★ Retained Advisors ★ What Builds, Manages, Sells or Transfers Business Wealth.
“Around a concentrated wealth asset, the foundations of wealth creation and preservation are not as well understood as one might think” A corollary, the views of Founder and family are also not well understood.
Multiple lines of expert knowledge, technical and softer human dynamics skills
★★THE 20 C’s ★★ forms a framework that builds consensus to family views. This is a building block of purpose for moving forward, ease of decisions and the role of the business in fam...
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business transactions
privatus ci3o
carl sheeler
mid market businesses
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