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.

November 18th, 2022

Growing Professionally and Personally Within a Family Business (with David K. Sargent)

In a family business, how do you overcome being the Owner’s Child? What can you do to ensure success on your own merits? How do you lead a team that may initially question your qualifications?
August 1st, 2022

Master Your Internal Board Meeting (with Dr. Shannan Crawford)

Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts?
April 29th, 2022

Overcoming the Challenges of a Family Business (with Dr. Keanon Alderson)

What are the challenges of creating, working for, or taking over a family business? What are the strengths a family business needs to succeed? How can you avoid the pitfalls that cause the high failure rate in succession of a family business?