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?

• Dismissing your values?

• 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.

Click here to learn more about

•  Coaching High Net Worth Individuals & Families

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.

Click to learn more about:

• Consulting Services for Advisors to High Net Worth Families

• Life Coaching Services