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.

February 5th, 2021

Building the Backbone of America (with Clay Trantham)

How do you go from having negative net worth to being a top industrialist? What does it take to be at the forefront of "Building America" while constantly innovating to keep your companies competitive? And how do you do it all while dealing with family illness and other challenges along the way?
January 5th, 2021

Getting the Organization You Want (with Rand Stagen)

What does it mean to engage in ‘conscious leadership’? How can decompartmentalizing your life make you a more effective leader? And why should you be grateful for the people in your life who affect your emotions negatively?
December 10th, 2020

Determination and Conquering Others’ Preconceptions (with Elyse Dickerson)

How do you conquer a learning disability to attain and exceed your ambitious goals? How do you persist on achieving when others are convinced you will fail?