Guardianships & Conservatorships: Lisa Cukier Shares How They Work and When Are They Needed?
Lisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains
Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
Lisa Cukier is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains
Kitty speaks out to share her story and help fight the stigma surrounding mental illness, in hopes families and clinicians
Thayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on
Peter and Arden O’Connor Sr., parents of Arden O’Connor, Founder, and CEO of O’Connor Professional Group, share their experiences navigating
Andrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode
On this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, child adolescent psychiatrist, and Associate Professor in Psychiatry
Dorothy’s experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other
Gary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America.
In this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20
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