Our engagement often results from referral by a member of a client’s advisory team who recognizes the value of our personalized mentoring to complement and enhance their expertise. We not only offer services as described, but also we specifically help clients address the money issues surfacing in their relationships and act on their advisors’ recommendations. We can be particularly helpful when a client or their advisor is unable to make progress. For example, we both add value and save considerable time, expense and frustration when we:

• Manage the time-consuming work of building wealth inheritance skills
• Help both clients and advisors understand client resistance to proffered advice
• Translate a client’s interest and needs so an advisor can understand and act on them
• Enable multigenerational individuals to communicate with and understand each other
• Bring together family members who are struggling over money issues and help them talk with one another

If you are a professional advisor with a client who would benefit from our expertise, we encourage an exploratory in-person meeting between Diana and your client, with you as the trusted advisor making the introduction. To find out more about introducing Family Wealth Mentoring and Diana to your client, and working with The Chambers Group, please contact us or call 202-483-9362.