ADVISORS & COUNSELORS

Dr. Dennis Pearne, EdD.

Dennis Pearne, EdD. Wealth counselor, consultant, speaker. “Wealth counseling is the art of integrating the wealth into the self.”

Dr. Sally Donaldson

Dr. Sally Donaldson is a psychoanalytically trained psychotherapist with experience in negotiating issues around inherited wealth. 

Dr. James Grubman

James Grubman, PhD. Psychological services for individuals and organizations.

Jennifer Ladd Consulting

Leadership & money coach, Group facilitator. Northampton, MA.

Olivia Boyce-Abel

Olivia Boyce-Abel, certified Mediator. Assists families in preserving family both harmony and family land.

Thayer Willis

Thayer Willis. Lic. Clinical Social Work. Private practice, workshops: “Inherited Wealth and You.” Author of Navigating the Dark Side of Wealth.