Each of us has unique gifts and abilities to contribute towards making the world a better place. In order to maximally thrive, we must utilize our True Net Worth towards creating win/win solutions, while simultaneously minimizing the obstacles in our way.
We leverage our True Net Worth in order to provide a safe place for you to openly explore the unique challenges and opportunities that come with wealth, and family fiduciary responsibility.
By helping wealth holders minimize the negatives, like shame, guilt, and hiding, that drain your energy and keep you trapped and maximize all that you have to contribute towards making a positive difference in the lives of your loved ones, your world and yourself, allowing you to truly lead a rich life. Thrive & Help Thrive!
We listen closely. Each story is different, always compelling and sometimes quite challenging. We adapt our tools to the needs of our clients and together, we create effective solutions.
We work with you to contretize your values, create your legacy for the future and then to strategically plan how best to utilize and to grow all of your resources in service of your goals.
Often, the biggest challenge to fully leverage your potential is the emotional burdens that accompany wealth.
Some of the most unhappy people we’ve met are also the wealthiest. This is not only unnecessary, but robs the world of the unique gifts, talents and intangible assets you have to offer.
We provide unique expertise and give you a safe and confidential space to resolve:
- Overwhelm and lack of confidence related to financial decision-making
- Fear and concern about raising entitled children
- Anxiety about how to bring up money when dating
- Doubt about who you can trust when approached by advisors and investments
- Guilt and shame about your wealth
- Resentment, resignation, or regret in your marriage/partnership due to unresolved conflicts about money
We recognize that our clients are extraordinary. You are coming to us with a sense of purpose and a desire to improve your situation. You are thoughtful and intelligent. Our role is to illuminate and expand what you already know - using tools we’ve developed over years of practice - and then to guide you to a new level of awareness and thriving.
We listen closely. Each story is different, always compelling and sometimes quite challenging. We adapt our tools to the needs of our clients and together, we create solutions. Following a comprehensive initial assessment and interview process, we provide an outline of our recommendations for individuals, couples, families and their advisors.
Having facilitated over 300 family meetings and worked with hundreds of affluent clients, we can assure you that money does not buy happiness.
Our goal is to assist you in finding purpose, feeling engaged, and being fulfilled. Fusing the worlds of consulting, coaching, and wealth psychology, we provide the tools and skills necessary to help you achieve the results you want.
Our team is made up of specialists from various fields to best serve your needs.