Ways We Can Work Together 

No two families navigate the complexities of wealth the same way, and they may have different needs at different moments. The areas below reflect the many forms my support can take, shaped by each family’s unique circumstances. Across every engagement, I bring a steady thread of dedicated care that fosters understanding, alignment, and thoughtful progress over time.

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A continuous, wavy, golden thread line resembling a winding path.

Discerning

Explore what matters most so family members can move forward with confidence, intention, and integrity.

I work with individuals to articulate and refine their values and priorities, helping them gain perspective about how they want to direct their time, energy, influence, and wealth.

This may involve:

  • Engaging in structured conversations designed to deepen reflection

  • Using open-ended questions to surface values and perspectives

  • Offering journaling prompts or structured exercises to clarify priorities

  • Suggesting thoughtfully selected readings or media to support insight

  • Incorporating visualization or reflective practices that invite a broader view

Together, we find the approaches that feel most natural for each person.

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Facilitating

Guide meaningful conversations that bring families together, helping them listen, appreciate each other, and move forward.

I design and support conversations that foster understanding, alignment, and shared decision-making, while remaining attentive to history, dynamics, and emotion.

This may involve:

  • Establishing a clear purpose, structure, and shared expectations for conversations

  • Creating settings that feel balanced, respectful, and productive

  • Listening carefully, reflecting what is shared, and validating emotions without judgment

  • Ensuring all voices are heard, including inviting quieter voices into the conversation

  • Stepping in to de-escalate tension and refocus when discussions become heated

  • Helping families articulate decisions, next steps, and shared commitments to maintain momentum

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Consulting

Bring clarity and cohesion to complex legal, financial, and strategic decisions.

I provide clear, strategic counsel informed by decades of legal and tax experience, while coordinating the work of trusted specialists to support sound, connected decision-making.

This may involve:

  • Integrating legal, tax, business, and philanthropic perspectives

  • Translating complex concepts into clear, accessible language

  • Providing risk analysis and insight into planning strategies

  • Creating decision frameworks for high-stakes or multi-variable choices

  • Identifying when additional expertise is needed and helping select the right advisors

  • Managing sensitive information with discretion and care

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Coaching

Empower individuals to deepen self-awareness, grow as leaders, and step into their roles with more resilience and authenticity.

Through one-on-one work, I help individuals navigate transitions and lead with greater intention within their families, businesses, and communities.

This may involve:

  • Exploring real-world situations to identify patterns, strengths, and growth areas

  • Asking thoughtful questions that surface insight and gently challenging assumptions

  • Examining leadership style and how it affects others

  • Developing practical strategies for difficult conversations, decisions, or transitions

  • Encouraging reflection, learning, and adjustment over time

  • Supporting accountability through ongoing dialogue

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Mitigating

Anticipate, contain, and respond to crisis situations with discretion, foresight, and calm leadership.

When families face legal, financial, or reputational challenges, I help them remain grounded, coordinated, and intentional under pressure.

This may involve:

  • Helping families understand the situation, available options, and potential consequences

  • Drawing on established relationships to support coordination and communication

  • Encouraging measured responses and reducing reactive decision-making

  • Thinking several steps ahead to anticipate risks, inflection points, and unintended consequences

  • Remaining closely involved to maintain continuity as situations evolve

  • Identifying and engaging additional expertise when needed, including legal, communications, or mental health support

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Mediating

Restore trust and rebalance relationships when conflict threatens progress.

I help families navigate disagreement with care and curiosity, supporting repair, understanding, and renewed momentum.

This may involve:

  • Creating a safe environment for difficult conversations

  • Identifying recurring patterns that fuel conflict

  • Intervening respectfully when tensions escalate

  • Reinforcing boundaries and shared expectations

  • Shifting focus from blame to present needs and future solutions

  • Generating options collaboratively to strengthen relationships and restore balance

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Over the years, families have shared reflections on how my approach has shaped their lives and decisions.

  • “You walked us through a most difficult time, assuring us each step of the way, that all would be OK, if we just trusted you and were honest with you. Not only did you hold our hands and make us feel safe, you resolved the situation with the best and most professional results possible.”

  • “Thank you for always being so patient and answering every question even the ones I asked you a million times over. Thank you for always giving me the best advice even when it wasn’t what I wanted to hear.”

  • “Without blinking, you immediately reached out with true genuineness and enthusiasm, and you let me know all the ways that you can help…[my daughter] would be lucky if she had the good fortune to have you to mentor her.”

  • “I appreciate you taking the time to meet me for a walk…you asked me what I needed to get me through…and your words of encouragement helped me more than you could have ever realized…thank you for taking the time to really know and understand me. Thank you for believing in me.”

  • “My brothers and I were emotional basket cases, and dealing with the insane dynamics between the three of us, never once even caused you to blink . . . You were the very best combination of psychotherapist, rabbi (in our case), and attorney.”