Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Physical, mental or behavioral health concerns can shape how UHNW families make decisions, manage risk and plan for conversations. In this roundtable replay, panelists discuss how advisors can practically engage with these issues, provide useful referrals and maintain clear professional boundaries.
Topics covered include:
- How physical and mental health concerns can influence planning
- Approaching sensitive topics without overstepping
- Referral strategies for private healthcare and behavioral health providers
- What to consider when these issues surface in advisory work
Thank you to our speakers for leading this discussion:
- Anna Nichols (Moderator), Altair Advisers
- Jim Coutre, Pathstone
- Zachary Faas, Intent Clinical
- Jordan Shlain, Private Medical
UHNW Institute members can find the full recording in the Resource Library, here or the event’s dedicated member portal page here.
Not yet a member? Learn more about joining The UHNW Institute here.
