ESTABLISHED FAMILY ADVISORY · 30 YEARS
A trusted advisor for the family matters that take more than wealth to resolve.
DISCREET · EXPERIENCED · TRUSTED
“Some circumstances call for someone clinically informed, deeply experienced, and wholly trustworthy.”
Three decades at the intersection of family complexity, mental health, addiction, and education.
Clinical fluency without being a treating clinician. An advisor who navigates the clinical world on the family’s behalf.
A deep understanding of how wealth changes the dynamics of crisis, addiction, and mental health.
Retained, relational engagements, and complete discretion, always.
We work quietly alongside the family offices, estate attorneys, and wealth advisors who serve families of significant, often multigenerational, wealth.
Families reach out directly, or through their advisors.
Initial conversations are confidential and carry no obligation.
Client information is never used for marketing.
We complement existing advisors; we do not displace them.