Trustees, Professionals and Family Offices

I hope you will find this page offers helpful resources for assisting families and their loved ones on their recovery journey.

The first resources I wanted to share are articles that were written as a backdrop for people in your position: supporting families. You may or may not be familiar with or prepared for some of the challenges that you’ll be met with in this role, and my article, Financial Managers and Dysfunctional Clients may serve as preparation and guidance for you as you encounter potentially unforeseen, but most certainly difficult, circumstances as you work with families.

The next resources I want to share are articles that will assist with identifying potential addiction problems and how to address them while maintaining a positive relationship with your client(s) and an article identifying effective steps to take to support clients in seeking treatment.

Once an addiction problem has been identified, it’s important to know what works for treatment, how to implement it, and what language to use preparing documentation for clients. The following “Model Language” document provides guidance for such things.

For a more specific example of model language used in a family document, please see my short form which includes suggested language for restricting access to principal and income when a beneficiary or family member may have problems with alcohol, drugs, other behaviors and activities or mental health concerns:

For information on building leverage into governance documents, see the following: Leverage and Docs.

The following resource is a return to work agreement – an example of this can be found below. Return to work agreements are to be used when making treatment participation a mandatory part of employment. Studies have shown that people are more likely to successfully and consistently engage in their treatment programs when treatment is linked directly to other meaningful areas of their life.