Helping High Net Worth Clients
and
Their Advisors
For high net worth individuals and families:
Worried that money will hurt your family by:
- Causing conflict after you’re gone?
- Undermining the work ethic of your heirs?
- Focusing on money, not your legacy?
- Ignoring your charitable goals?
- Acting as a deterrent to building a productive life?
- Being seen as an end in itself, rather than a tool?
I can help you and your family members find ways to integrate your financial resources into a meaningful family purpose.
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For Advisors to High Net Worth Clients
- Do your clients ask for help with personal issues outside your professional expertise?
- Can you best support your clients by adding a professional life coach and therapist to your team?
I can help you help your clients:
- By enhancing your understanding of family dynamics.
- Thinking through with you how to navigate dysfunctional family dynamics.
- Educating your team about the emotional issues associated with high net worth families.
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