Coaching Families Through Change

Counsulting Services

for

Advisors

to

High Net Worth Families

Are you a trusted advisor to HNW families who:

• Seeks insight into how emotional concerns impact client decision-making?

• Needs to minimize the degree conflictual family relationships of clients undermines your work?

• Wants your staff to understand your HNW clients' family issues?

• Is being asked to respond to a client on personal and family matters outside your professional expertise?

• Helps clients manage personal transitions?

• Wants to recommend reliable resources to help your clients with personal issues?

I can help by:

• Analyzing client family dynamics that can compromise the efficacy of your advise.

• Collaborating with you to develop an effective strategy for dealing with family dysfunction.

• Training your staff to work with inter-generational HNW  families.

• Creating an appropriate intervention strategy to help clients in crisis.

• Clarifying issues associated with individual and family developmental stages.

• Identifying sophisticated behavioral health resources your clients may need.

• Participating in face-to-face meetings with clients and

         behind-the-scenes planning sessions.

I am a 21/64 certified trainer and consultant with special family systems counseling expertise.

21/64 is an organization that focuses on inter-generational philanthropy.