Robert Douglass
Corbet Capital Advisors
Atlanta, Georgia
Contact
How to contact
Rob@CorbetCap.com
Professional Profile
Call Me When
...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Professions
Wealth Manager
Functional Expertise
Cash management
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Philanthropy
Private equity
Tax
Trusts
Business Focus
Wealth Management
Professional Certification
Chartered Financial Analyst (CFA)
Client Industries
Business Services
Education
Financial Services
Government
Health/Pharma/Biotech
Media and Entertainment
Transportation/Storage
Chapter information
Membership
Atlanta Individual
Member since
Member for 2 years
Why I'm a Member of XPX
The vast majority of our wealth management customers are business owners and entrepreneurs who sold or recapitalized a business.
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