Estate Planning Advice for Wealth Managers

Affluent families with children and grandchildren involved in destructive cults and other undue influence situations need to consider strategic planning options to be of maximum help.

We consult with estate planning attorneys, wealth managers and directly with clients about their loved ones.

While we do not directly provide estate planning, we train estate planners and their clients regarding undue influence.

These specialized services include:

  • Helping clients and estate planners to recognize undue influence from relationships, cults or other organizations.
  • Offering specialized training in the Strategic Interactive Approach.
  • Consulting as intervention specialists.
  • Developing and implementing effective strategies worldwide.
  • Providing prevention and recovery services.

To inquire about our these services, contact the office.

  • phone: Monday – Friday 10:00 – 5:00PM Eastern Time at (617) 396-4638.
  • email:
  • or please fill in the following form:
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