I serve as a trusted advisor to multi-generational family offices and a consultant to private banking teams for financial management firms. As a psychological expert in family dynamics, I am dedicated to building more strategic planning and structuring of family offices. Utilizing a methodology I developed over years of practice, I engage family systems to work as a cohesive unit and increase satisfaction across generations. In this capacity, I am on the family governance advisory board for the Pepperdine University Legacy Center.
