Thirty years of the hardest calls a family can make.

The private advisor families call in their most difficult moments.

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: finding the right school, mental health support, or crisis intervention, so they could thrive.

This meant developing deep relationships with and a thorough understanding of therapeutic schools, treatment programs, independent-school placement, and collegiate transitions for students with complex profiles.

Over three decades, families and referral partners began calling not only 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 committed to finding the right solution.

My work is advisory in the fullest sense: the experienced partner who has seen this before, knows who to call, and stays with a family for as long as they need.

“The families I serve don’t need another referral. They need someone who has stood where they’re standing, and knows exactly what to do next.”