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.
Stacie Feldman Hausner, Esq. has successfully mediated hundreds of cases in the areas of business, family conflicts, personal injury, employment,
Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode,
We are excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys’ office