In this episode of the SFO Circle Podcast, host Kristen Oliveri is joined by Zachary Faas, Vice President, Client Advisory and Consulting, and Doctor of Psychology at Intent Clinical; Lisa Iaquez, Corporate Director, Business Development and Longevity Advisory at Canyon Ranch; and Dr. Brian Dooreck, Founder and President of Executive Health Navigation to examine the intersection of family offices, wellness and longevity planning.
For most of its modern history, the family office has been an instrument of financial stewardship. But a significant shift is underway. Today, families sare beginning to see wellness and longevity as planning challenges, not just lifestyle choices. And rather than just focusing on growing and preserving financial capital, they’re asking: How do we preserve and optimize human capital?
The discussion explores a fundamental reorientation: as families grow and assets accumulate, questions about health, aging and quality of life move from the personal sphere into the governance agenda, asking questions such as:
- What does multigenerational caregiving look like when planned intentionally?
- How do preventive health strategies fit into family decision-making?
- What does it look like when a family office takes wellness as seriously as it takes portfolio construction?
They also examine the emerging role of Chief Wellness Officer, a position that reflects how the definition of family wealth itself is expanding.
Topics discussed include:
- Why human capital has become a central concern for family offices
- How wellness moves from individual responsibility to structural planning
- Longevity and preventive care through the lens of family systems
- Caregiving as a multigenerational planning issue
- Integration of health and wellness into governance frameworks
- Quality of life as a measurable outcome in family planning
Listen now.
Hosts & Guests
Kristen Oliveri
Senior Family Office Advisor & SFO Executive Advisory Board Co-Chair
The SFO Circle, The UHNW Institute
Founder & CEO
Wealth Reimagined
Zachary Faas
Vice President, Client Advisory and Consulting
Doctor of Psychology
Intent Clinical
Lisa Iaquez
Corporate Director, Business Development and Longevity Advisory
Canyon Ranch
Dr. Brian Dooreck
Founder and President
Executive Health Navigation