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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.

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Mark R. Demos
Founder 

Personal Advisor and Confidant
Executive and Life Coach
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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
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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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