Emotional Legacy and Financial Literacy Go Hand in Hand

After two decades advising ultra high net worth (UHNW) families on trauma, legacy, and relational health, I’ve come to believe:

Wealth doesn’t eliminate pain—it often amplifies it.

Behind polished portfolios and carefully constructed governance structures, I see the same patterns: emotional silos, miscommunication, shame, anxiety, addiction, and the lingering impact of inherited trauma. These are the quiet saboteurs of succession.

And no amount of tax planning can fix them.

The Role Your Family Didn't Know It Needed

As your Fractional Chief Wellness Officer & Learning Officer, I help your family (and your advisory team) do the emotional heavy lifting required to support sustainable wealth transfer. I provide discreet, high-impact emotional governance tailored to families navigating complexity, power, and intimacy across generations.

This is not therapy.
This is strategy grounded in neuropsychology and critical thinking.

What I Do (and Why It Works)

✔ Establish Emotional Governance
I help you create emotional guardrails alongside legal ones—shaping shared language, conflict repair tools, and relational rituals that reduce volatility and deepen trust.

✔ Facilitate Complex Conversations
From succession meetings to prenups to intergenerational transitions, I support communication structures that allow every voice to be heard—without derailing the agenda.

✔ Identify Inherited Patterns That Block Progress
Using evidence-based trauma frameworks like ACEs and epigenetic mapping, I surface the invisible forces shaping behavior, from perfectionism to estrangement.

✔ Build a Custom Therapeutic Team
I curate a trusted, trauma-informed network of specialists in parenting, marriage, addiction, and mental health who understand the nuances of family enterprise.

✔ Develop Custom Learning Plans Through My Partnership With Tamarind Learning™
I curate a financial literacy learning plan tailored to the pace and needs of your family.

✔ Support the Advisory Ecosystem
I work alongside family office staff, attorneys, coaches, and wealth advisors to reduce friction and enhance impact. No ego, no overlap—just clear collaboration.

Who It’s For

• Families struggling with sibling rivalries, silence, or emotional reactivity

• Patriarchs and matriarchs who sense something’s “off” but don’t know how to fix it

• Advisory teams hitting walls around succession planning or next-gen engagement

• Private families who value discretion and want real results without spectacle

• Families struggling with issues of chronic mental and physical health needs.

What You Get

• Monthly facilitated family or stakeholder sessions

• Emergency consults for high-conflict moments

• Annual Emotional Wellness Plan

• Access to a curated network of trauma-informed professionals

• A compassionate outsider who knows the landscape and speaks the language

Why It Matters

Your family culture is the true family office.
And if it’s not well-governed, the rest won’t hold.

With the right emotional scaffolding, your family can thrive, personally and professionally.

Let’s build a legacy that feels as good as it looks.

Book a Private Consultation

Ready to talk? Let’s explore what your family really needs. No pressure. No performance. Just a grounded, confidential conversation.