30 years. One Through-line.
Complexity, trust, and the families who needed someone who could hold both.
Jodi Liston
Founder & Principal
I began my career as an educational and therapeutic consultant, helping families navigate some of the most high-stakes decisions in a child’s life: therapeutic schools, wilderness programs, independent school placement, and collegiate transitions for students with complex profiles.
Over three decades, that work deepened. Families began calling not just about schools, but about everything that surrounded them: a young adult in crisis, a family member’s addiction, a mental health emergency with no clear path forward, a family system fracturing under the weight of wealth and complexity.
I built the knowledge, the network, and the clinical fluency to meet those calls. Today, through Liston Concierge, I serve ultra-high-net-worth families and the advisors who support them as a concierge family advisor. Trusted, discreet, and built for the long relationship.
My work is not clinical and not transactional. It is advisory in the fullest sense: the experienced partner who has seen this before, knows who to call, and stays with a family as long as they need.