Navigating Complex Personal Wealth

Owning a closely-held business creates some very tough choices.

That’s never stopped you.

As the journey expands,
you engage new expertise.

So how do you ensure multiple strategies across disciplines still point to your ultimate destination?

Unify Your Advisors

At The Capital Chart Room, our talent is introducing new insights and resources that help your existing team of advisors:

  • Increase action and accelerate progress
  • Evaluate opportunities from all sides
  • Move your decisions through to completion

The Outcome?

  • Certainty that everything you create is safeguarded.
  • A level of control over your wealth most families will never attain.

Destination Known™

The Results Accelerator System®

So how do you attain your vision even as it grows more complex?
Quite simply, invite your existing team of advisors to an exceptional degree of collaboration.

Who We Serve

High net worth families require forward-thinking strategies drawing on broad expertise.
Perhaps it’s time for dedicated attention backed by exclusive resources.

CLIENT PROFILE

Insightful Business Owners – Podcast Interviews

Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose.

December 30th, 2024

Transforming Communities: Tillie Burgin on Leading Mission Arlington with Purpose

Discover the inspiring journey of Tillie Burgin, founder and director of Mission Arlington, in this episode of the Bigger Than Business Podcast. For nearly four decades, Tillie has been at the forefront of transforming lives in the Dallas-Fort Worth Metroplex. Learn how Tillie's vision of "taking church to the people" grew from a simple Bible study in apartments into a comprehensive ministry serving thousands daily, committed to meeting both physical and spiritual needs with no strings attached. This episode offers a compelling look at how one woman's vision and dedication can create lasting change in a community, demonstrating that true mission work knows no boundaries.
November 21st, 2024

Inside the Legacy of Fletcher's Original Corny Dogs: Family, Tradition, and Innovation

Explore the rich history of Fletcher's Original Corny Dogs with GG Fletcher and her daughter Amber Fletcher, who carry on this iconic Texas brand. Learn how they balance family traditions with modern marketing, from introducing new menu items like veggie dogs to expanding Fletcher’s presence beyond the State Fair of Texas. This interview dives into the values, memories, and hard work that have made Fletcher’s a beloved, three-generation family business.
August 2nd, 2024

American Hero: Leadership Lessons from Navy SEAL and Astronaut Chris Cassidy

In this episode of Bigger Than Business, Jeff Holler and Chris Cassidy discuss the significance of purpose-driven success. Chris, a former Navy SEAL and astronaut, shares his leadership journey, from high school sports to the Naval Academy, and his experiences in space missions. He highlights the importance of authenticity and confidence for new leaders and recounts a humorous yet profound leadership lesson from his SEAL days.