Why Do Private Wealth Managers Trust Burning Tree?
Because untreated addiction can threaten financial planning.
You Manage Wealth. Sometimes, You Also Help Protect What Matters Most.
As a Private Wealth Manager, you preserve and grow generational wealth, but sometimes personal crises threaten everything.
Financial signs you might notice:
- Unusual withdrawal patterns or cash requests
- Impaired judgment in investment decisions
- Family conflicts affecting wealth planning
- Substance use disorder eroding financial discipline
Your Role Matters.
You may be the only professional positioned to notice early financial signs of a personal crisis.
Referring clients to appropriate help can:
- Preserve generational wealth
- Protect family harmony
- Guide clients toward life-saving treatment
When Should You Consider a Referral?
Certain behaviors should prompt concern:
- Rapid depletion of assets without clear explanation
- Impulsive spending, loan requests, or poor investment decisions
- Disruption of family financial planning or estate conversations
- Legal issues (e.g., DUI, lawsuits) with reputational and financial impact
- Family members expressing concern about financial or behavioral changes
These signs aren’t just red flags—they’re an invitation to act in your client’s best interest.
What Are the Warning Signs to Look For?
In addition to financial indicators, other warning signs may surface:
- Change in engagement: Missed meetings or disinterest in planning
- Behavioral shifts: Mood swings, defensiveness, or secrecy about finances
- Physical appearance: Visible health decline, fatigue, or withdrawal symptoms
- Verbal cues: Direct or indirect admissions of personal struggle
- Impact on others: Strain on family members or business relationships
“The numbers often tell the story before the client can. When wealth managers notice and speak up, lives change.”
Brook McKenzie, LCDC
CEO, Burning Tree Programs
Why Do Wealth Managers Refer to Burning Tree?
Burning Tree Ranch is America’s only long-term residential treatment program built exclusively for chronic relapse, dual diagnosis, and high-accountability recovery.
We work closely with financial professionals, estate planners, and families to:
- Deliver 8–14 months of residential care, plus a year of aftercare
- Treat addiction and mental health issues in tandem
- Support complex family systems and high-net-worth clients
- Maintain absolute discretion and clarity in communication
We offer a reliable, proven path forward if your client is at risk.
How Can You Help as a Wealth Manager?
You’re not expected to diagnose or treat addiction. But you can:
- Provide discreet, reputable referrals
- Initiate thoughtful conversations about the link between recovery and financial stability
- Coordinate with attorneys or families (with consent) to align support
- Adjust planning strategies to accommodate treatment or protect assets
This isn’t outside your scope—it’s aligned with your fiduciary responsibility to help clients secure their future.
How Can You Use Financial Planning as Motivation?
You can strategically support treatment through:
- Conditional financial support: Make disbursements or access to assets contingent upon treatment engagement or completion
- Trust & estate planning clauses: Collaborate with estate planners to add treatment-based provisions
- Milestone incentives: Tie investment opportunities or distributions to treatment progress
- Family-led interventions: Help coordinate conversations that reinforce the importance of recovery
- Treatment budgeting and access: Assist with navigating or financing high-quality care, reducing barriers to entry
These mechanisms don’t just protect wealth—they protect people.
Let’s Have a Confidential Conversation
If you believe addiction is jeopardizing a client’s wealth, health, or future, we’re here to help you take the next step.
Have a referral?
I’d be happy to help.
Call or submit an inquiry, and feel free to request me directly.
Brook McKenzie, LCDC
CEO, Burning Tree Programs
“Burning Tree not only saved my sons life they gave him a life we could have only imagined. It was his last chance since all other programs had failed. Our lives had been a living hell. They educate the entire family and you will never find a more understanding or compassionate group of people dedicated to your loved ones recovery.”
Lisa M.
Family of Burning Tree Alumni
Have a Referral?
If you suspect a client is facing a crisis bigger than balance sheets, we’re here to help. Confidentially, ethically, and without pressure.