For a conversation about an ongoing Family Wellness Office engagement, contact inquiries@familywellnessoffice.com.
Tell us the purpose of the conversation
Introduce your role and the broad purpose of the inquiry. You may be a family member, a family office executive, private client counsel, a trustee or another trusted advisor. A short description of the priorities and the responsibilities you would like an advisor to carry is enough to begin.
Prepare the first discussion
- The family’s broad wellness priorities.
- The existing advisory circle and providers already involved.
- The coordination responsibilities you want covered.
- Whether the need is ongoing planning, a care transition or preparation for a difficult situation.
- The best business contact for arranging a conversation.
Use a private care channel for records
Please do not send clinical records, identifying care histories, financial account information or identity documents in the initial email. The appropriate communication arrangement can be agreed during the engagement process. This website has no intake form and does not collect care records.
Urgent concerns
Email is for engagement inquiries and is not an emergency response channel. For an immediate danger, contact local emergency services. In the United States, call or text 988 for crisis support. Existing clients should use the response arrangements agreed with their responsible providers.
Public-page corrections can be sent to editorial@familywellnessoffice.com.