Family Office Executives manage affluent families’ complex and multifaceted needs, including financial planning, investment management, and sometimes personal matters. In their role, they may encounter situations where a family member’s substance use disorder (SUD) impacts not only the individual’s health and well-being but also the family’s financial stability and legacy.

Private Wealth Managers, who oversee the financial portfolios of high-net-worth individuals, are uniquely positioned to notice when personal issues, such as substance use disorders (SUD), begin to impact their clients’ financial health and overall well-being. In our experience, there are some critical circumstances under which they might refer a person

Trust Officers, as fiduciaries, manage trusts on behalf of beneficiaries and have a duty to act in the best interests of those beneficiaries. In the course of their duties, they might encounter situations where a beneficiary’s substance use disorder (SUD) affects their ability to manage their inheritance responsibly or poses

Guardians or Conservators are appointed to make decisions on behalf of individuals who are deemed unable to manage their affairs due to mental incapacity, physical disability, or other reasons, including substance use disorders (SUD). They play a crucial role in safeguarding their wards’ well-being and financial interests. Below, we list

A Certified Estate Planner (CEP) specializes in helping clients plan for their estates’ future management and disposition. While their focus is primarily on financial and legal aspects of estate planning, they may encounter situations where a client’s or their family member’s substance use disorder (SUD) significantly impacts estate planning decisions.

Certified Financial Planners (CFPs) work closely with clients to manage their finances, investments, and overall financial planning strategies. This close relationship can provide CFPs with insights into personal issues affecting a client’s financial health, including substance use disorders (SUD). Below, we outline several circumstances under which a CFP might refer

Certified Public Accountants (CPAs) typically focus on financial matters, including tax planning, financial auditing, and management consulting. However, their close working relationship with clients can sometimes place them in a position to observe personal issues, such as substance use disorders, that affect financial decisions and stability. Below, we outline several

Prosecutors or District Attorneys (DAs) play a pivotal role within the criminal justice system, which includes making decisions that can divert individuals with substance use disorders (SUD) toward treatment rather than traditional punitive measures. There are several circumstances under which they might refer a person to long-term, chronic addiction treatment

Criminal attorneys frequently encounter situations where substance use disorder (SUD) intersects with legal issues, prompting them to consider long-term, chronic addiction treatment for their clients. The decision to refer a client to treatment is often motivated by both the desire to provide holistic legal defense and the recognition of addiction

Divorce and family law attorneys often work closely with clients during some of the most challenging periods of their lives. These attorneys are in a unique position to observe behaviors and circumstances that may indicate a need for long-term, chronic addiction treatment. There are several circumstances under which they might