Dynamic Services for Generations.
I provide specialized consulting for high-net-worth individuals, families, and family enterprises, including next-generation leaders, founders, entrepreneurs, elite athletes, and performers. My work strengthens relationships, enhances leadership, and aligns personal and family dynamics with long-term goals across careers, enterprises, and legacies.
Navigate Complexity with Clarity and Confidence
As a psychologist and consultant specializing in wealth, family enterprise, and relational dynamics, I guide individuals and families in navigating the unique challenges that accompany significant wealth, power, and visibility. My approach is grounded in the principles of wealth psychology and family systems, with a focus on sustainability, alignment, and long-term well-being.
I address common issues such as conflict resolution, wealth transition planning, enhancing communication, improving financial literacy, strengthening relationships, clarifying personal and family identity, establishing healthy boundaries, and fostering meaningful philanthropy. This includes supporting individuals and families as they navigate periods of rapid success or sudden wealth, helping them manage external pressures, expectations, and requests while learning to say no with clarity and yes to what truly matters.
Multi-generational families and high-achieving individuals are inherently complex. I assist clients in preparing for business transitions and wealth transfers, facilitating family and stakeholder meetings, navigating difficult wealth-related conversations, and cultivating responsible, values-aligned wealth stewardship.
I also work closely with next-generation leaders, founders, entrepreneurs, and elite athletes and performers—many of whom encounter wealth early or unexpectedly—supporting them as they step into leadership roles, establish a sense of self beyond performance, and build healthy, enduring lives. Health and well-being, often overlooked in affluent and high-performance environments, are central to this work.
In addition, I provide coaching for wealth advisors, finance professionals, and family offices to help them meet the multifaceted relational, psychological, and human needs of the individuals and families they serve.