By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
Establishing a sense of financial responsibility in your children is a daunting yet important step in their development.
Among the critical yet often overlooked aspects in planning are healthcare expenses. How are families addressing this, and what expertise do wealth advisors bring to the table?
New tests are making it easier for doctors to detect cancer and provide targeted treatments.
If you are relocating to a new city or country, whether temporarily or permanently, consider your health.
For high-net-worth families, especially those whose family members have unique healthcare needs, it’s critical to have a detailed emergency plan in place.
There are more ER visits in the summer than in any other season.
As the head of a health advisory company, I work with people who are undergoing treatment for various medical conditions, and I’ve seen firsthand how important it is to make the most of your health insurance.
One syndrome is surprisingly common among the children of high-net worth parents: “failure to launch.”
Here are nine tips that will help your family members stay healthy and financially secure as they age.
We often think of successful people as individuals, but everyone from Ben Franklin to Steve Jobs has spoken about the value of surrounding yourself with a smart team. A talented, supportive team is especially important in the medical field because it improves patient outcomes.
Determining which healthcare services are best for you, your family, or a client, is challenging. Here’s a look at three options and some information on when they are most useful.
Now is the best time for you and your clients to get your medical and end-of-life paperwork in order. It's worth revisiting these documents annually in case any of your plans or preferences need updating.
Just as with financial planning, a hospital visit is easier to manage if you prepare in advance and understand the process. These tips from hospital insiders will help you, your clients and their loved ones get better care.
Healthcare can get very expensive, very quickly – even for the very wealthy.
Health and wealth are connected, and a client’s health portfolio deserves the same expert attention that a financial advisor gives to their financial portfolio.
In the past six months since the onset of the pandemic, technology and healthcare have become increasingly intertwined.
By leveraging their networks and calling in favors, VIPs seek ways to circumvent the normal system as they strive to receive the best health care. Yet, paradoxically, VIPs often receive suboptimal – or even dangerous – care.
Clients rely on their advisor to reach their financial goals, yet few seek the same level of personalized, professional service when it comes to making healthcare decisions. A health advisor fills that gap.