Gary counsels families of wealth on challenges that are unique to them:

• Family business conflicts and stresses
  Enhancing communication within family businesses to increase understanding of others’ objectives, values and concerns. 
  
• Ownership transition
  Facilitating the preservation of family business value and stability 
  during ownership succession.
  
• Conflict resolution and management
  Helping families address current conflicts while teaching skills to manage future stresses.
  
• Adjustment to sudden wealth
  Exploring the personal challenges and social responsibilities of coming into wealth.
  
• Family communication about estate planning
  Facilitating cooperative family discussions in planning estate distribution. 
  

Advisors and Wealth Managers

Gary works directly with professional wealth advisors through training and professional consultation:

• Exploring the emotional issues that can affect financial decision-making 
• Facilitating family meetings and teaching facilitation skills
• Integrating client relationship skills with wealth management protocols
• Understanding the psychological challenges of earned, inherited and sudden wealth
  
• Knowing how to be an effective facilitator for clients without acting like a therapist