If you are dealing with team dynamics or culture issues, please get in touch to discuss a bespoke approach.

She has addressed international private client conferences, health symposiums and academic settings, sharing psychological insight with audiences ranging from trustees and lawyers to clinicians and young people.

Her talks explore the human dynamics of wealth, family and mental health, opening up conversations that matter for families and advisers alike.

These sessions help beneficiaries find their own sense of purpose, whether in career, philanthropy or family life, and reduce the risks of disconnection or entitlement. We create a safe space for the next generation to grow into their role with confidence and clarity.

We help advisers recognise early warning signs of family dysfunction, navigate difficult meetings, and protect their client relationships. Our input can safeguard trust structures, reduce reputational risk, and provide advisers with a discreet partner who understands both the psychological and fiduciary context.

We are often invited in during divorces, contested wills or trust disputes, where emotions are running high and communication has broken down. By offering psychological insight, we support families to move forward constructively and help advisers manage sensitive situations with less risk.

This might mean creating a family charter, preparing the next generation for stewardship, or opening conversations about succession before they become a source of tension.