Family Office & Family Wealth Therapy

You Have a Family Office. You Still Need Someone Who Isn’t on Payroll.

Your accountants, attorneys, and advisors are excellent at managing the money. None of them are positioned to help when the money starts managing the family. When a sibling resents how the trust was structured, when an heir can’t tell if a relationship is about them or their inheritance, or when a founder is preparing to hand a business to children who didn’t ask to inherit it, the people paid to protect the wealth are rarely the right people to call. We are. A family office therapist sits outside the org chart, with no stake in the trust, the business, or the succession plan, just the relationships underneath them. That distance is what lets the real conversations happen.

What Brings Family Office Clients to Therapy

• Sibling conflict over inheritance, control of the trust, or unequal roles in the family business
• Adult children who feel valued only for what they will one day receive, not for who they are
• Spouses and partners who entered the family without growing up around significant wealth, and who struggle to find their footing
• Founders and principals planning a succession or exit who are met with resistance, guilt, or silence from the next generation
• The isolation that comes with NDAs, prenups, and a life where almost no one outside the immediate family can be trusted with the full picture
• Raising children who are grounded and motivated despite never having to want for anything

Therapy, Not Wealth Management

This is not financial planning and it is not family-office consulting. We don’t manage assets, structure trusts, or sit on your advisory board. We work with the people, individually or together, on the relationships, communication patterns, and emotional weight that money brings into a family. Many of our clients keep this work separate from their family office entirely, by design. Family business succession is consistently identified in academic research as one of the most psychologically fraught processes a family can go through.

What to Expect

Sessions are private and discreet, available in person in South Florida or by telehealth across the states where we’re licensed. We’re comfortable working with one principal, a couple, or convening multiple family members when that’s what the situation calls for. Nothing discussed here reaches your family office staff, your board, or anyone else unless you choose to involve them.

Frequently Asked Questions

Is this different from working with our family office’s existing advisors?

Yes. Your family office team manages financial, legal, and operational matters. We focus exclusively on the emotional and relational side: communication, conflict, identity, and the dynamics money creates between family members.

How confidential is this really?

Completely. Sessions are protected by standard therapist-client confidentiality, and we routinely work with high-profile and high-net-worth families who require discretion as a baseline, not an exception.

Do you work with the whole family, or just individuals?

Both. Some clients come in individually to process their own relationship to wealth, identity, or family expectations. Others bring in a spouse, a sibling, or several generations when a conflict involves the whole system.

We’re not based in Florida. Can we still work with you?

In many cases, yes. We offer telehealth sessions across several licensed states in addition to in-person sessions in South Florida. Reach out and we’ll confirm whether we can work together in your state.

My adult child feels like they only matter for what they’ll inherit. How does therapy help?

This is one of the most common dynamics we see. When conversations about the future revolve around money, roles, or succession, children can internalize the message that they’re valued for their eventual inheritance rather than for who they are. We help families rebuild a relationship that isn’t defined by the balance sheet, and help adult children separate their identity from their inheritance.

My parents still treat me like a kid, even though I’m being groomed to lead the family business. Can you help?

Yes. This is a common source of tension for adult children stepping into leadership. We work with both generations, together or separately, to renegotiate the relationship: helping parents recognize their adult child’s competence, and helping the next generation find their own voice and authority without severing the relationship.

How do you handle sibling rivalry over inheritance or roles in the family business?

Carefully, and usually with all parties involved when appropriate. Sibling conflict over trust structure, unequal roles, or perceived favoritism is one of the most common reasons families come to us. We create a space where each person can be heard without the conversation becoming a rehash of old family patterns.