Dynamic services for today’s families.
I provide specialized consulting for high-net-worth individuals, families, and family enterprises, focusing on next-generation leaders, founders, and entrepreneurs. My work strengthens relationships, enhances leadership, and aligns family dynamics with long-term goals.
Navigate Complexity with Clarity and Confidence
As a psychologist and consultant specializing in family wealth, family enterprise, and family dynamics, I guide families in navigating the unique challenges of possessing significant wealth and power. My approach is grounded in the principles of wealth psychology and family systems.
I address common issues like conflict resolution, wealth transfer planning, enhancing communication, improving financial literacy, strengthening relationships, clarifying family and individual identities, and fostering meaningful philanthropy.
Multi-generational families are inherently complex. I assist them in preparing for business transitions and wealth transfers, facilitating family meetings, navigating wealth-related discussions, and cultivating responsible wealth stewardship.
I also work with next-generation leaders, advising and assisting young individuals poised to take on key roles within their families or personal ventures. Additionally, I emphasize health and well-being, areas often overlooked in affluent lifestyles.
I provide coaching for wealth advisors, finance professionals, and family offices to help them meet the multifaceted needs of their clients.
What I Offer
Coaching and Consultation
I offer personalized services for families and their enterprises, helping them navigate the unique challenges of wealth and leadership. My work is rooted in strengthening relationships, from aligning mission, vision, and values to fostering stronger communication and leadership within the family. I also guide family offices and financial advisors in supporting the families they serve with care and insight.
Executive Assessment
I provide executive assessment services designed to help families and their enterprises better understand leadership potential and relational dynamics. Through tailored 360-degree insights for individuals, couples, and families, I support improved communication, decision-making, and leadership skills, all rooted in the context of family relationships and financial goals.
