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Personal Advisors and Experts

We have had the wonderful privilege of working with individual clients and families for over 30 years.  Standing together to deal with a crisis or working on important legacy issues.   We have a world-class team of legacy advisors, mental health and educational professionals.  

In addition, we have an extensive network of: Advisors, Medical Doctors, Psychiatrists, Psychologists, Mental Health Professionals, Educational Specialists, Coaches, Mentors, Lawyers, both in the US, Canada and in many foreign countries.

Mark R. Demos

Personal Advisor and Confidant
Executive and Life Coach
Krisandra Demos,  LPC
Co-Founder and Senior Advisor

Wealth Psychology  
Licenced Professional Counselor
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Dr. Nick Heyne, MD
Consulting Psychiatrist
Board Certified - Adolescent,
Addiction and Forensic Psychiatry
Charles Bartlett, B.A., MBA , M.A  Clinical Mental Health (In progress)
Advisor Young Adults and Speaker
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Dr. Monique Rinere, Ph.D.
Advisor Education and College Pathways 
Mental Health

Dean, Harvard, Columbia, Princeton and The New School
Penny van der Westhuizen, PhD (nd) LPC-S, PFP, C-LSI
Licensed Professional Counselor
Drug and Alcohol Advisor and Counselor
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