for advisors

• Ability to work well in a multi-disciplinary team to specifically support relational distress and the deeper interpersonal challenges many families face.

• Focus on family-specific non-financial outcomes such as family cohesion, emotional well-being, joint decision-making, culture of the family, professional fulfillment, and transgenerational sustainability.

• Integration and collaboration to help support the goals of financial capital, while also supporting the growth of qualitative capitals (spiritual, social, intellectual, human)

• Navigation of family dynamics, enhancing relationships across and between generations by increasing trust and connection