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.
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.
Wealth advisors are continually nudged into broader elements of their client’s lives. It’s up to these financial advisors to fulfill
Ellen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of