Robin Coady Smith

Co-Founder & Family Consigliere

Privatus CI

United States

Professional Summary

In her consulting role, Robin is a speciality multi-disciplinary family office advisor. She co-founder of Privatus CI3O Services with transition expertise around family businesses, family offices and family trust structures. Robin is family centric focused on creation of value. As a frequent speaker to smaller groups of ultra affluent business owners and investors, Robin adds clarity about the value drivers in family wealth management, which is often the next business for a 6 or 7 figure family that has wealth heavily concentrated in a particular asset or business. Robin has 25+ years managing family wealth and structuring the

Skills

Specialization

Create, Measure and Defend Values through identify, integrate and implement with Advisor align to family goals for wealth management, Family Consigliere for Family Businesses, Family Office, Family Trust Structures; Transition Event Experts