Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
In this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20
Tavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management is
Sue Schwartzman joins us today to discuss a hot topic – building generational wealth. Sue has over two decades of
Elizabeth Kelley is a criminal defense lawyer with a nationwide practice specializing in representing people with mental illness and intellectual/developmental
Danielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a
Dr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science.