Transform Wealth into Wellbeing
Supporting high net worth individuals, families, and wealth-serving professionals.
The paradox of wealth
During a long career in philanthropy, I experienced the paradox of wealth: financial abundance can create scarcities of trust, intimacy, and belonging.
This paradox creates personal and relational challenges, stress, and emotional pain. The consequences are felt by individuals, couples, families, and communities.
Transform wealth into wellbeing
It doesn’t have to be this way. Financial wealth can be transformed into creative, loving, and life-giving relationships.
My distinctive approach blends mindfulness, coaching, creativity, and strategy to support personal and relational flourishing.
Navigate relationship stress with clarity and love.
I design short- medium- and long-term engagements tailored to the unique circumstances of the individuals, couples, and families I serve.
Parents
Be loving stewards of relationships with adult children that are strained by the unique dynamics and demands associated with inheritance, legacy, and wealth.
Couples
Discern a path forward in challenging marriages or partnerships, where ambivalence raises questions of relationship viability and the costs of dissolution are high.
Rebuild understanding, trust, and loving connection by constructively surfacing sources of conflict, addressing obstacles, and co-creating forward movement.
Family Crossroads Workshops help families make collaborative decisions that uphold family values, foster family connection, and create a lasting legacy.
Siblings
Heal sibling relationships affected by entrenched family roles, past disagreements, competition, and inheritance conflicts.
Find your authentic voice within the family system, set healthy boundaries, and align action with values to advance your “best self.” .
Turning Point retreats help individuals discern pivotal life choices and transitions.
Develop emotional and relational skills to become not just a technical expert, but a caring partner who serves the holistic wellbeing of your clients.
Learn more about how I can support your work as a longitudinal advisor to high net work clients.
