Charlie Carr, Cfp® Email and Phone Number
Charlie Carr, Cfp® work email
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Charlie Carr, Cfp® personal email
Charlie Carr, Cfp® phone numbers
I inspire families to achieve their legacy for the next 100 years.I have worked in financial services for over 30 years, as a consultant, bank employee, and wealth advisor. For the last 20 years, I've worked exclusively with very wealthy families, their businesses and their family offices, advising them on family governance, business continuity, strategic planning, helping them create the family office that best meets their interests and goals, identifying risks in their offices, and defining efficient processes to support the family and their desired legacy.In addition to my work with family businesses and family offices, I have more than 10 years of experience in strategic planning, process design and reengineering, and organization design. I have helped businesses grow revenue, reduce expenses, and improve process efficiency.
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PresidentBig Canyon Advisors, Llc Oct 2020 - PresentBig Canyon Advisors is focused on the legacy of wealthy families, through their family business and family offices. We facilitate creating vision/charter, strategic planning, and continuity planning. This may involve creating boards of directors and preparing next generations, or perhaps creating a business plan for a family office or performing a best practice review of an existing family office.
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Managing Director, Family Enterprise AdvisoryPwc Feb 2017 - Oct 2020GbI started and led PwC's Family Enterprise Advisory Services. Family enterprises encompass the family business, family office, foundations, trusts and other family entities. We supported our clients' legacies through strategy, succession, governance and family office advisory work. -
Executive Director, Family Office AdvisoryEy Jul 2014 - Jan 2017London, GbI started the practice that advised family offices, family businesses and families that are considering forming a family office. We helped these families identify the legacy they want to achieve by creating a family charter, we performed risk and leading practice reviews of existing family offices and helped set up new family offices. We also helped with family governance, succession planning, risk analysis and more. -
Svp, U.S. Trust Family OfficeBank Of America Dec 1994 - Dec 2013Charlotte, Nc, UsThis 19 year term encompassed two distinct phases. For the latter 10 years, I advised and helped wealthy families with issues spanning family governance, family office infrastructure (accounting, reporting, and banking), and various other topics. This was primarily a business development role for the US Trust Family Office.The earlier 9 years included leading client research for the private bank, as well as various strategic planning and process re-design roles, all within the Wealth and Investment Management division. -
ManagerPrice Waterhouse Jan 1990 - Nov 1994GbI managed consulting engagements for financial services companies. The bulk of my work focused on reengineering and cost allocation efforts.
Charlie Carr, Cfp® Skills
Charlie Carr, Cfp® Education Details
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Baylor University - Hankamer School Of BusinessManagement -
Northwestern University - Kellogg School Of ManagementKellogg/Pwc Family Enterprise Advanced Education Program
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Kaplan UniversityFinancial Planning And Services
Frequently Asked Questions about Charlie Carr, Cfp®
What company does Charlie Carr, Cfp® work for?
Charlie Carr, Cfp® works for Big Canyon Advisors, Llc
What is Charlie Carr, Cfp®'s role at the current company?
Charlie Carr, Cfp®'s current role is President at Big Canyon Advisors, LLC.
What is Charlie Carr, Cfp®'s email address?
Charlie Carr, Cfp®'s email address is ch****@****pwc.com
What is Charlie Carr, Cfp®'s direct phone number?
Charlie Carr, Cfp®'s direct phone number is +121445*****
What schools did Charlie Carr, Cfp® attend?
Charlie Carr, Cfp® attended Baylor University - Hankamer School Of Business, Northwestern University - Kellogg School Of Management, Kaplan University.
What are some of Charlie Carr, Cfp®'s interests?
Charlie Carr, Cfp® has interest in Running, Coaching Youth Baseball, Children.
What skills is Charlie Carr, Cfp® known for?
Charlie Carr, Cfp® has skills like Financial Services, Family Office, Financial Planning, Strategic Planning, Wealth Management, Leadership, Strategic Financial Planning, Asset Management, Management, Investments, High Net Worth Individuals, Wealth Management Services.
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