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For Trusts and Family Businesses

From intervention strategies and succession planning to check-ins and everything in between, we’re here for advisors, clinicians and families.

Communicate Performance Expectations

Trusts and family businesses have unique needs, particularly when succession planning comes into play. To successfully navigate these dynamics, we offer the following additional services designed to clearly communicate performance expectations and create a lasting commitment to professional and personal success.

  • Family business succession planning when addiction is involved
  • Special needs or problem situations for Trustees related to addiction
  • Consult to Family Trustees
  • Education and awareness speaking or presentations
  • Presentations on best practices on integrating and addressing addiction and behavioral issues within trust documents to ensure treatment and recovery will happen and are fully supported by all parties

Forging ahead: A recent study found that 80% of people who had overcome an alcohol or drug addiction accomplished at least one major achievement, 2021 National Recovery Study

Forging ahead:

80% Overcome

A recent study found that 80% of people who had overcome an alcohol or drug addiction accomplished at least one major achievement.

2021 National Recovery Study

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