Many families and individuals do not feel comfortable talking about their financial statues and the emotional challenges they may face. There is no shortage of people who can advise on investments or ways to save money. However, as the needs of successful individuals have become more complex, they (and their advisors) have started to take a “therapeutic” approach to wealth management – recognizing the importance of not only getting sound financial advice, but also having a professional on hand to help them navigate the challenges of relationships, planning, managing or giving.
In the face of our fast-changing world, understanding our relationship with money, success or achievements, and how it affects us, is key in maintaining our emotional and overall well-being. In my work with clients, covering the non-financial complexities surrounding money and wealth, it has become apparent that successful and intelligent people – who have almost everything money can buy – will experience increased stress, unfulfilling personal relationships, challenges with their partner or children, a feeling of ’emptiness’ or ‘inner dissatisfaction’, but are not able to explain why. The answer is simple. Unknown to them, their relationships with money, wealth, fame or success, are skewed.
Helping individuals and families promote healthy dialogues and discussions, find solutions to challenges associated with money and wealth, understand the emotional side of estate planning and the meaning of wealth, prepare the next generation, find purpose, overcome marriage challenges, raise sensible and balanced kids or learn how to effectively manage family office communicate – is at the core of what we do.
“Bottom line is, I didn’t return to Apple to make a fortune. I’ve been very lucky in my life and already have one. When I was 25, my net worth was $100 million or so. I decided then that I wasn’t going to let it ruin my life. There’s no way you could ever spend it all, and I don’t view wealth as something that validates my intelligence.” Steve Jobs