8/8/2019 Continum Consulting - Partnering for Families Introduction

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8/8/2019 Continum Consulting - Partnering for Families Introduction

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Continuum ConsortiumSpanning 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 StructuresFor 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. 

8/8/2019 Continum Consulting - Partnering for Families Introduction

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Continuum ConsortiumSpanning 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

2010@ Our Family, Our Wealth

All Rights Reserved 

Robin Coady

 

SmithDr.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

 

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Continuum ConsortiumSpanning 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