Wednesday, March 4, 2020
12:00pm - 2:00pm
Plated Lunch Included!
Guest / Non-Member Fee: $45; Council Members are Free
Addiction, mental health challenges, and other behavioral health issues are often referred to as “family diseases,” meaning that one individual’s diagnoses and consequent behaviors can overwhelm a family system like a force of nature that cannot be stopped. The assets shared within wealthy families add a layer of complexity to an already confusing and crisis-driven situation. High net worth families are not only attempting to access appropriate clinical treatment for loved ones, but they are also tasked with determining how to protect their assets.
This presentation will address how to balance the clinical needs of the individual with the business needs of the family and what roles advisers can play to help families preserve wealth for future generations. The following commonly-asked questions will be addressed:
- How can advisers recognize potential issues with clients and their families, and what criteria should they use in determining whether and how to intervene?
- What communication strategies are likely to succeed with clients in distress? What should be avoided?
- What resources and tools should advisers be aware of for assisting clients in sensitive situations?
Dr. Jonathan Green, PhD, is Chief of Clinical Operations at O'Connor Professional Group in Boston, Massachusetts. He received his doctorate in clinical psychology from Clark University in Worcester, MA. Jon completed his clinical internship and postdoctoral fellowship at the VA Boston Healthcare System with appointments at Boston University School of Medicine and Harvard Medical School. Click Here for his full biography.
Venue: Latitude 41, 105 Greenmanville Ave, Mystic, CT 06355