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What Informs Success to Significance 鈽� "Our 20 C鈥檚" tool 鈽� Enduring Relationships & Better Outcomes. 鈽� Family-Centric Focus 鈽� Retained Advisors 鈽� What Builds, Manages, Sells or Transfers Business Wealth.
鈥淎round a concentrated wealth asset, the foundations of wealth creation and preservation are not as well understood as one might think鈥� A corollary, the views of Founder and family are also not well understood.
Multiple lines of expert knowledge, technical and softer human dynamics skills
鈽呪槄THE 20 C鈥檚 鈽呪槄 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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carl sheeler
privatus ci3o
business transactions
robin coady smith
mid market businesses
optics
transfers of business stock in trusts
founder and family transitions
berkeley research group
family office
strategy
strategic planning
transaction
business cfo
transition events
serving owners and families
families
identity transitions
business transtions
next endeavor and wealth transitions
strategic
entrepreneurs
value creation
brg
family
transition strategists
success
#dynamics
alignments
#the 20 c's
#better conversations'
asset management advisors
post wealth transfer
trust administrators
trustees
managing business stock in trusts
what administrators and advisors learn
higher revenues
preserve principal
two bears ranch
events of change
founder transition
business
owner and family transitions
options for the business
owner expectations
risk versus opportunity
equity growth
gratification
business value
businessowners
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