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Continuum Consortium

Spanning the Scope of Structuring Families Their Wealth, Governance & Global Family Entities
 

  A Partner Introduction for Families 
 

70%* of Family Wealth Transitions to the Next Generation Fail
The Statistics are Consistent & Global

 Your Family’s Continuity and Legacy is Under Fire   There are many reasons why family wealth and legacies do not make it into future  generations.  The folk expression, “Shirtsleeves to shirtsleeves in three generations”,  seems more prevalent now than ever.  Contributing reasons include; Ad hoc decision‐making, miscommunications, poor  relationships, unreliability of family members, inadequate structure, competence and  skills, the performance of trusted advisors, inter‐family conflicts,  ad hoc acquisitions of  systems and technology and no game plan. The list goes on.  Often creating the wealth seems simple in comparison to successfully continuing the  family legacy.  The challenges families face in pursuing family continuity and to successfully transition  wealth to future generations are increasing exponentially.  The problems faced by  provider and advisor firms, changes in laws and regulations, the increasing complexity,  velocity and scope of all matters facing family wealth make this a daunting task, at best.  The majority of families fail to meet their wealth continuity and transition goals.    70% fail.  Can Your Family Beat These Odds?  Our Clients Do. 
* 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%. 

 

Continuum Consortium
Spanning the Scope of Structuring Families Their Wealth, Governance & Global Family Entities
 

Continuum Consortium – Your Family’s Strong Partner 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.   

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

“Our approach improves the likelihood of success, and helps to avoid failure for families  who are motivated, qualified and ready to take action, especially in uncertain economic  times, when the responsibilities for decision making are currently in play, and so too, is  the potential of liability.”     Robin Coady Smith‐ Managing Partner – Our Family, Our Wealth, LLC      

Our Clients Engage Us for Results 
We are experienced in what it takes to have a successful, functional family office or private  family trust company for wealth management and other services;     Our Proprietary Problem Solutions Involve    • 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. 

Continuum Consortium
Spanning the Scope of Structuring Families Their Wealth, Governance & Global Family Entities
 

• • •

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
•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 Robin Coady  Smith Dr.Tania H.  Neild •Technical and Operational Build and Solutions for Family Offices Trust Companies

Amy Renkert‐ Thomas

Lisa Gray

•Customized, Workable Governance  •Roles of Family Entities •Multi‐Generations of Family •Risk Management & Protection of Authentic Assets

2010@ Our Family, Our Wealth All Rights Reserved 

   

Continuum Consortium
Spanning the Scope of Structuring Families Their Wealth, Governance & Global Family Entities
 

  If you are ready to take action toward problem solving and solutions, please reach  me directly by email or through LinkedIn or by phone to speak.  This may be by  phone, a web conference or by face to face meeting.  Robin Coady Smith, Managing Partner                                                                                       Our Family, Our Wealth and member of Continuum Consortium                                  Tel:  302‐635‐7012  Cell:  302‐379‐1458                                                                        Email: rcsmith@ofowc.com                                                                                                  Visit on the web at http://www.ourfamilyourwealth.com                                                   

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