Consultation to Advisors

Those who are advisors to high-net-worth individuals or individuals with significant wealth frequently encounter unique challenges which are complex and multi-layered and can be difficult to understand and tackle. This may include challenging relationship dynamics, complex relationships with money, and mental health issues, just to name a few. Advisors may feel stuck and unsure how to navigate these dynamics and what advice would be most beneficial to their clients.

 Consulting with myself, Esanju, can offer insight and clarity and identify healthy, productive steps forward.

A few examples of what compels advisors to consult with me include:

  1. A client comes to their advisor hoping to invest, even conservatively, but refuses to take action.

  2.  One half of a couple wants total control of the family’s finances, at the expense of the other person’s access.

  3. A client experiences a sudden increase in wealth and has an identity crisis.

  4. A family seems to have especially complicated dynamics that make it seemingly impossible to make progress.

Please reach out to me if you would like to book a consultation.