Services

Psychotherapy

I have been providing compassionate and expert psychotherapy to individuals, couples, and families for 2 decades, serving communities in Los Angeles, San Francisco, and New York City. With extensive experience in assessment and diagnosis, I combine evidence-based interventions with psychoanalytic interpretation to help clients achieve meaningful change and insight.

I offer a holistic approach to therapy, tailored to the unique needs of each client. My training in co-occurring disorders and substance abuse allow me to address complex challenges with expertise and care. Whether navigating mental health concerns, relationship dynamics, or behavioral patterns, I am dedicated to guiding you toward growth, healing, and lasting well-being.

Family Office Advisor

With two decades of experience, I specialize in guiding families through the emotional and relational complexities of sustaining generational wealth. Partnering with wealth planning teams and estate attorneys, I facilitate crucial conversations to create successful succession plans, family constitutions, and governance structures that promote unity.

I help families establish clear roles, responsibilities, and decision-making processes for family businesses. By integrating scientific tools and expert collaboration, I support wealth preservation, leadership development, and long-term financial success.

Consulting

I leverage behavioral analysis to help Fortune 500 companies optimize performance. Using a proven assessment tool, I enhance communication, engagement, and leadership. My data-driven approach fosters accountability and equips teams with the skills to drive lasting success.

Succession Planning​

Even the most carefully crafted succession plan can’t guarantee family unity during a business transition. Even with expert guidance, underlying dynamics can cause tension if not addressed. Research shows that without strategies to manage interpersonal relationships, a succession plan alone may not be enough to prevent family discord.

Advisor Coaching

In today’s dynamic financial landscape, building lasting client relationships isn’t just about managing wealth—it’s about taking a holistic approach to help families prepare for the future. My advisor coaching program equips financial professionals like you with the strategies and skills to navigate complex multi-generational dynamics. I focus on enhancing communication, leadership, and conflict resolution techniques, empowering you to provide personalized, value-driven guidance that fosters long-term client loyalty. Let’s work together to ensure you become the trusted advisor who not only manages wealth but also supports families through every stage of their financial journey.

Executive Coaching

My one-on-one coaching provides personalized guidance to help you unlock your full potential. In tailored sessions, I work closely with you to identify your unique strengths, overcome challenges, and set clear, actionable goals for both personal and professional growth. With dedicated support and customized strategies, you’ll gain clarity, build confidence, and accelerate progress toward your long-term objectives. Experience the transformative power of individualized coaching that empowers you to take control of your future.

Family Office Dynamics Survey

I value your insights on the challenges and opportunities within family office operations. Your feedback will help me better understand industry trends and improve strategies for success. Click below to take the survey and share your perspective!