|
||||||||||||||||||||||||
|
|
||||||||||||||||||||||||
|
|
Wealth Counseling Dr. Pearne travels to counsel clients directly.
He meets with individuals, couples, families,
multi-generational families, and family businesses, for 1, 2, or 3-day
meetings or retreats, depending on the needs of the client.
These meetings and retreats can be held in family offices,
hotel conference rooms, or private resorts.
Following the initial consult, Dr. Pearne remains available for
follow-up, or further meetings for as long as is necessary. When it seems most effective, Dr. Pearne may suggest
Consulting & Training Dr. Pearne consults to groups from the various financial disciplines, such as investment managers, estate attorneys, and financial planners. He uses role-playing, case presentations, and question and answer sessions, to help teams of wealth managers better understand and respond to the issues and needs of their high-net-worth clients. Local Practice For those within range of the Boston area, Dr. Pearne maintains a private office where all of the counseling services listed above can be rendered, as well as hourly meetings. Telephone Counseling Dr. Pearne
is available to consult to individuals over the telephone.
He works out of his Boston-area office for phone counseling,
and counsels in hourly units.
|
|||||||||||||||||||||||
|
wealth ~ inheritance ~ philanthropy ~ investing ~ challenges ~ windfall ~ estate |
||||||||||||||||||||||||
|
Dennis Pearne, Ed.D. 49 Gleason Street, Framingham, MA 01701 Phone: 508.877.3200 |
||||||||||||||||||||||||
involving members of the client’s financial team in the Wealth
Counseling process.
