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Owning a closely-held business creates some very tough choices.

That’s never stopped you.

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So how do you ensure multiple strategies across disciplines still point to your ultimate destination?

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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

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Certainty that everything you create is safeguarded.
A level of control over your wealth most families will never attain.

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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.

Our Approach

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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

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Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose.

July 10th, 2023

A Life of Purpose, Passions, and Helping People (with Alan Petsche)

How do you pursue your passions through business ventures and turn them into a way to help your community? And why does recognizing skill and talent in others leads to happiness and success?

June 3rd, 2023

The Greatest Motivation: David Green's purpose-driven life extends beyond retail success.

What does it take to grow a $600 start-up into a multi-billion-dollar household name? What influences a family to give away the company they painstakingly built? What sees you through the hardest tests in life to help you sleep better at night?

May 11th, 2023

Guiding Leadership Principles for Times of Great Uncertainty (with Sunny Vanderbeck)

What are some of the most important guiding principles business leaders need to help their company not only survive a crisis like the current COVID-19 pandemic, but to thrive and build a better business than existed before? How can you and your team make up for social distancing with emotional closeness? What do good leaders do to maintain the clarity of mind necessary to make good decisions?

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