Is there a doctor in the firm?
When health becomes part of the conversation, wealth advisors often find themselves in uncharted territory.
Yet for many UHNW families, physical, mental or behavioral health issues deeply affect how financial decisions are made, and the role of the advisor naturally expands.
During our May Roundtable we will explore how wealth advisors can thoughtfully approach client health concerns, initiate productive discussions and connect clients with appropriate support. We will also review private healthcare solutions tailored to the UHNW segment and outline how advisors can maintain professional boundaries while still providing meaningful guidance.
Learning Objectives include:
- How health-related issues can influence financial planning and decision making
- Tools and language for surfacing sensitive topics with clients
- Referral strategies for a range of private health and mental health services
- The growing importance of cross-disciplinary collaboration in family advisory work
This roundtable is designed for advisors who want to be more prepared and to remain trusted, effective partners when health issues arise.
Meet the speakers:
Anna Nichols, Moderator
Head of Client Education, Altair Advisers
Jim Coutre
Head of the Wealth Planning Group, Pathstone
Zachary Faas
VP of Clinical Operations, Intent Clinical
Jordan Shlain
Founder and Chairman, Private Medical
Register now by clicking here.
