Set your Firm Apart by Integrating Family Dynamics and Interior Finance Services

In today's complex financial landscape, clients seek advisors who can address not only their immediate financial goals but also their long-term wealth preservation objectives. With family businesses making up more than 70% of global GDP, and an estimated 10 million family businesses changing hands between 2019 and 2029, advisors are likely to have to navigate family dynamics in the financial advising process. Moreover, family enterprises have specific needs related to maintaining the health and efficiency of the business operations, but also the health and success of the family. Family governance services help family enterprises balance the success of the business as well as the family relationships.

Offering comprehensive services that include behavioral, emotional, and relational components allows you as the advisor to build stronger relationships with your clients, offering clients a boutique Family Office type of experience. Further, these services allow you to differentiate yourself and your firm in the market, deepen client trust, and ultimately grow your business which is what I’m here to help you do!

With my background in mental health, family systems, financial therapy and education, I help wealth management professionals in building strong advisory relationships with their family clients through the addition of interior finance and family governance services to the planning process.

Check out the specifics of the
services I offer as a Family Success Officer HERE!