About the Business
At Privatus, we strive to address all complex family matters related to the business, transactions and transitions. Our ultimate goal is to grow the business to its desired target within two to three years and secure a 20:1 return on relationships, while ensuring real preservation of returns and growth at a rate of 5% or more. We understand the importance of balancing between legacy and liquidity and are committed to helping clients make the best decisions and achieve the most beneficial outcomes.
We specialize in assisting family businesses with annual revenues between $50 million to $250 million and a founder who has been in the industry for at least 15 years. Our experienced team offers a comprehensive range of services to support wealth creation, preservation and healthy relationships among the founder, family and trusted advisors.
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- Privatus CI3O began following 3 events: 1. A major client experiences an unplanned transition event & family crisis due no strategic focus and no plan 2. The financial crisis of 2008 broke many founders' trust in institutions 3. 90%+ of advisers poorly understand business risk, value creation and preservation Result. The merger of expert business knowledge with human relationships; founder, families and trusted advisers created Privatus CI3O
- (646) 328-1982
- 1330 Ave Of The Americas Fl 23, New York, NY 10019
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:15 PM
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Fri
9:00 AM - 12:00 PM
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Sat
Closed
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Sun
Closed