I help UHNW families and Family Office teams build clearer communication, stronger relationships, and steadier decision-making.
Ultra high net worth families (UHNW) feel steady pressure from roles, decisions, and expectations. Stress rises when clarity fades, when communication weakens, or when people feel unheard. Tension grows when people avoid hard conversations or when roles are unclear. These patterns strain relationships across the family and the Family Office.
These patterns have deep roots in the way money shapes a family. Money impacts how people think, feel, and relate. It influences identity, trust, and responsibility. Many UHNW families carry emotional weight that affects daily decisions and relationships.
The human side of wealth is often overlooked, yet it sets the tone for how a family relates and how decisions unfold. This insight compelled me to leave my career in finance and earn a Master’s in Psychology so I could help families -- and the teams that support them -- build stronger communication, healthier relationships, and sound decision-making.
UHNW families face emotional and relational pressure that many people never see. Inside the family, unspoken expectations and old patterns can make communication difficult and create quiet tension.
As roles shift, leader development becomes central. Family members step into new stages of responsibility—whether as founders, successors, or Rising Generation members finding their voice. During these transitions, questions of identity, authority, and trust often emerge and shape relationships, decisions, and how responsibility is shared.
I support families and individuals through:
This work helps families strengthen communication, reduce strain, and make better shared decisions.
Family Office teams face a different set of pressures than family members. They sit at the intersection of family dynamics, operations, and decision-making.
Their role carries heavy responsibility. They manage family expectations alongside complex daily demands, often in real time. Stress grows when roles are unclear or when communication slips. My role is to help teams strengthen how they work together under pressure—with greater clarity, alignment, and trust.
I support teams through:
This work helps Family Offices operate with greater focus and less strain, while supporting the broader UHNW family system.
Families and Family Offices choose this approach because it brings focus to the human side of wealth in a clear, practical way. The work stays grounded in real dynamics, real decisions, and real relationships.
Through this work, families and teams build a shared language and skills that strengthen communication, support leadership development, and guide healthier choices across generations.
This approach recognizes that strong systems depend on strong relationships—within families, across generations, and between families and the teams who support them.
If these dynamics feel familiar, a conversation can help clarify what support would be most useful and what next steps make sense.
We begin with a conversation to explore what’s happening in your family or team and to confirm whether we’re a good fit for each other.
If it makes sense to move forward, we clarify goals and outline next steps that reflect your needs, roles, and timing.
Support may include coaching for individuals, families, or teams, as well as consulting across the full UHNW family system.
Ultra high net worth families face ongoing pressure tied to roles, responsibility, and expectations. Money affects identity, trust, and how people relate to one another. Public visibility can heighten stress, while privacy concerns often limit where families feel safe talking openly. Isolation can grow, especially when people feel guarded in their relationships.
These pressures often surface as tension between honoring family legacy and shaping an identity of one’s own, which can affect communication, decisions, and relationships across generations.
Coaching helps Family Office teams strengthen communication, improve alignment, and build trust across roles. It provides space to clarify responsibilities, address friction early, and support better decision-making.
As a result, teams handle pressure with greater steadiness, reduce strain in daily operations, and work more effectively with the family they support.
The human side of wealth shapes how families relate, decide, and handle conflict. When people ignore these patterns, tension grows. Support helps families move with more ease, confidence, and trust. After all, true wealth is about people, not money.
Coaching helps families address patterns that fuel repeated conflict. This includes unclear roles, unspoken expectations, and communication habits that create misunderstanding or defensiveness. With support, families learn skills that improve how conflict is handled and reduce the intensity and frequency of recurring tension.
Yes. I help families clarify roles, decision processes, and expectations tied to ownership, leadership, and responsibility. This work supports healthier governance by improving communication, building shared understanding, and reducing recurring tension tied to unclear authority or process.
Yes. Rising Generation coaching builds confidence, skill, and direction. It helps them develop their voice, build agency, and take healthy steps toward goals inside or outside the family system.
I help founders and successors speak honestly about goals, fears, and responsibility. Clear communication and structure reduce tension and support decision-making. I also help each person name unspoken expectations and strengthen trust so they can move through the transition with less strain.
I work with ultra high net worth families at different stages of complexity. This includes families preparing the next generation, families navigating leadership transitions, and families working to improve communication and trust. Some engage individually, others as a full system, and many combine both over time.
My background includes finance and psychology. I understand the pressure UHNW families feel, the decisions they face, and the demands Family Office teams carry. This mix lets me support both groups as they build clarity, healthier communication, and stronger relationships.
Yes. Support may include coaching for individuals, families, or teams, as well as consulting across the full UHNW family system. The work aligns with role, timing, and needs.
Yes. I support family members, leaders, Rising Generation members, and Family Office teams. The work focuses on communication, relationships, and decision-making.
We start with a short call to understand your goals and confirm fit. From there, we choose coaching or consulting options that support your family or your team.
I am based in Charleston, SC and serve clients across North American and abroad.
To schedule a consultation and see if we are a good fit to work together, please contact me directly via phone or email.