Our team of affiliated attorneys, accountants, real estate brokers, financial advisors, and property managers can assist the client or client’s external advisors with the following services by:

  • Conducting comprehensive health and wellness assessments
  • Assisting with identifying medical professionals and coordinating appointments
  • Providing health care planning and coordination
  • Facilitating home healthcare selection and monitoring
  • Overseeing selection of caregivers and additional service providers
  • Coordinating relocations
  • Assisting with life transitions
  • Coordinating transport to appointments
  • Advocating at care conferences
  • Overseeing home adaptations or modifications
  • Monitoring food shopping to ensure kitchen is stocked with healthy foods