Contimum Consulting Institutional Partner Introduction

8/8/2019 Contimum Consulting Institutional Partner Introduction

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Continuum ConsortiumSpanning the Scope of Structuring Families,

Their Wealth, Governance & Global Family Entities

An Institutional Partner Introduction

70%* of Family Wealth Transitions to the Next Generation Fail

The Statistics are Consistent Around the World

Continuum Consortium Clients Do Not Fail. Why Not?

They are Prepared for Change and Transitions

They Make Better Decisions

They Have Closer and More Productive Relationships with Trusted Advisors

They Approach Their Family Office/ Private Family Trust Company as a Business

They Have the Right Team

Family & Private Family Business StructuresFor Wealth Transitions, Decisions, Retained Control, Oversight & Legacy

We are a consortium, a coordinated team of proven, collaborative professional experts in

family/family wealth/family office/ family trust company problem‐solving dedicated to

combating the endemic failure of families to successfully transition family wealth to future

generations.

We are family‐centric, expert and practical in problem‐solving solutions to improve the

possibility for families to succeed. Our deliverables are pragmatic, objective and straight

forward in

implementation.

“Our approach improves the likelihood of success, and helps to avoid failure for families who are motivated, qualified and ready to take action.” Robin Coady Smith

* The Williams Group, Stockton, CA, www.thewilliamsgroup.org Their research supports existing data on failure rates and causes. Interviews

were conducted with 3,250 both here in the US and in Europe with successful families that confirmed a failure rate of 65% to 75%.

http://www.thewilliamsgroup.org/

http://www.thewilliamsgroup.org/







Continuum Consortium team members are Laser Focused on Families, their Wealth and their Structures The engagements we seek include, business owning families and other ultra high net worth

families, in any of the following;

• In the stages of wealth management for the family, wealth transfer or

inheritance, with partial or total distributions

• Have, want, or should have either a single family office or a private family trust

company

• Have complex investments and vehicles, including layers of partnerships and

multiple family trusts

• Have at

least

50%

of

asset

in

trusts

with

individual

trustees

in

a family

office

• The family operating business stock is the major asset to transition to family

members via a suite of trust structures with multiple private trustees

• Practice, regulatory, trustee, trust or investment accounting‐ accuracy problems

and challenges that are not being solved ‐ affect quality of statements Our Proprietary Problem Solutions

The consulting expertise of our principals enables ultra high net worth families and their

trusted advisors and professionals to enjoy:

• More effective and efficient wealth management structures

• Achieve stronger family oversight, control, decision making for structures and

practices

• Increase family engagement and commitment to active roles

• Customized and effective governance for multiple entities/generations of family

• More effective working relationships with providers and all trusted advisors.

• Synchronization of extended family operating businesses, wealth creating and

charitable entities

• Optimize decision making and fulfillment around organized, meaningful wealth‐

related information and data

• Clarity of wealth vehicles, e.g., partnerships, asset holding trusts





The Continuum Consortium team members include; • Robin Coady Smith, Managing Partner, Our Family, Our Wealth, LLC

• Amelia Renkert‐Thomas, President, Fisher Renkert, LLC

• Lisa Gray, Managing Member, graymatter STRATEGIES, LLC

• Dr. Tania Neild, President & CEO, Infograte, Inc.

Coordinated Team Member Expertise

2010@ Our Family, Our Wealth

All Rights Reserved

Robin Coady

Smith

Dr.Tania H.

Neild

Amy Renkert‐

ThomasLisa Gray

•Technical and Operational

Build and Solutions for

Family Offices

Trust Companies

•Customized, Workable

Governance

•Roles of Family Entities

•Multi‐Generations of Family

•Risk Management &

Protection of Authentic

Assets

•Family Member

Preparation & Support

•Infrastructure Build for

Family, Boards, Committees,

etc.

Orchestrating Practices

Family Office

Private Family Trust Company

•Family Entity Structuring

•Family Support for Wealth

Transfer Entity & Strategies

•Implementation

For more information or for confidential inquiry, please contact me directly by email

or phone for time by phone or face to face.

Robin Coady

Smith,

Managing

Member

Our Family, Our Wealth and member of Continuum Consortium

Tel: 302‐635‐7012 Cell: 302‐379‐1458

Email: [email protected]

Visit on the web at http://www.ourfamilyourwealth.com

Linked In: http://www.linkedin.com/in/robincoadysmith

mailto:[email protected]

http://www.ourfamilyourwealth.com/

http://www.linkedin.com/in/robincoadysmith



http://www.ourfamilyourwealth.com/

mailto:[email protected]

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Contimum Consulting Institutional Partner Introduction