For Professionals


Solutions for dealing with alcoholism and drug addiction in affluent families: what advisors, account managers and family offices need to know


Building leverage into family governance documents for earlier intervention and stable recovery.


Practical advice on achieving high recovery rates for affluent/prominent alcoholics and addicts. What every family and family advisor needs to know based on the highly successful programs for physicians and pilots.


Financial Managers and Dysfunctional Clients: Addiction’s effect on staff morale and fiduciary responsibilities in the family and wealth management office.


Alcoholism and drug addiction in families and the role the advisor plays as well as helpful tips for what to look for and how to respond.


Practical advice and tools for advisors to support families including a review of effective and sustainable treatment systems.


Important considerations and advice for approaching addiction in family businesses.


Using leverage to support long term recovery