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.

April 11th, 2025

Unlocking Business Growth & Legacy Wealth: Insights from James D. Shields

In this episode of Bigger Than Business, James D. Shields, President of Shields Legal Group, shares his journey from attorney to entrepreneur and strategic investor. He reveals how integrating legal expertise with business strategy helps companies maximize value and prepare for successful transitions. Shields discusses the Growth-to-Exit program, which guides founder-led businesses in increasing their worth before a sale. He also delves into the emotional aspects of business exits, estate planning, and preserving family legacies. With insights from his book, Wealth That Lasts: 10 Principles of Legacy Wealth, Shields emphasizes values-based wealth management and the power of entrepreneurship to drive meaningful change.
February 18th, 2025

The Legacy of Renfro Foods: Innovation, Family, and the Future of Salsa (with Doug Renfro)

Join us on the Bigger Than Business Podcast as we sit down with Doug Renfro, President of Renfro Foods, to discuss the journey of this iconic Fort Worth-based family business. From its humble beginnings in a garage to becoming the ninth-largest salsa brand in the U.S., Doug shares insights on family leadership, product innovation, and the challenges of running a multigenerational business.
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.
The Capital Chart Room
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