What’s the best way for people to put their wealth in perspective?
What you can afford, what you need and what you want often mean different things to different people. What I have discovered is that every client I work with wants to understand the complexity of their wealth and answer the question: “What am I missing?”
Helping clients put their wealth in perspective and answer critical questions is one of the most satisfying and rewarding parts of my role as their advisor. The best way for my clients to put their wealth into perspective is through a process of deep discovery and empathetic listening and understanding. This process leads to empowerment where the client sits in the driver’s seat and fully realizes the impact of the wealth that they have created.
When clients understand their impact, they can put their wealth in perspective and understand what it means for them and for their families or the organizations that they care about and want to benefit.
Tell me about the types of clients you work with.
Family is the foundation of my practice. I work with multigenerational families, family businesses, entrepreneurs, and families experiencing divorce. My clients come from a diverse set of backgrounds and circumstances but they all value deep connection and world-class advice.
If you didn’t work for Bernstein, what else would you be doing?
As a kid, I remember Chris Farley as Matt Foley warning me that if I did not behave, I would end up living in a van down by the river eating government cheese. The cheese part was a heady warning (the government cannot make particularly good cheese, can it?) but living in a van “down by the river” did not sound too bad.
If I were not working for Bernstein, I would not be working. I would be nomadic, living in a van, and exploring the wild places that I have come to value so much.