Addiction & Substance
Wealth doesn’t protect families from addiction. In many cases, it makes the path to recovery harder.
Addiction does not discriminate, and in UHNW families, it arrives with compounding complexity. Unlimited access to resources can enable ongoing use and remove natural consequences. High-profile status creates fear of exposure that deters families from seeking help. Standard treatment programs are often poorly matched to the privacy, peer environment, and clinical sophistication these families require.
I help families and their advisors navigate every stage: recognition, family intervention, treatment selection, continuity of care, family system recovery, and long-term planning. I bring complete independence from treatment providers, a vetted national network of clinical partners, and three decades of experience at the intersection of wealth and addiction.
Family Crisis Response & Intervention
When a family faces acute crisis, the need is for someone who has been here before.
When a family faces an acute crisis, a mental health emergency - a sudden rupture, a situation that cannot wait- the need is for someone who can act immediately, coordinate across every dimension of the family’s advisory team, and remain a steady presence through what follows.
Liston Concierge provides rapid, discreet crisis advisory: identifying the right clinical resources, coordinating with legal and family office teams, stabilizing the immediate situation, and staying present for what comes next.
Educational Strategy
For students with complex profiles, the right placement can be transformative. The wrong one can be harmful.
Students with learning differences, mental health needs, or histories that make traditional placement difficult require advisors who understand both the educational landscape and the clinical one. I bring 30 years of deep knowledge of therapeutic boarding schools, wilderness programs, independent schools, and collegiate options for complex students.
Recommendations are always independent, always clinically informed, and always made with the specific student (not the program) at the center.
Advisor Collaboration
The trusted partner for family offices and advisors who encounter what falls outside their scope.
Family offices and wealth advisors encounter situations: mental health crises, family conflict, addiction, and young adult emergencies that fall outside their scope but deeply affect the families they serve. Liston Concierge is the trusted partner they call.
I function as a seamless extension of a family’s existing advisory team, coordinating with family offices, estate attorneys, wealth advisors, and therapists rather than displacing them. The engagement is handled with complete discretion and professional integrity.
Mental Health Coordination & Placement
Finding the right clinical resources is complex. For UHNW families, discretion and quality are non-negotiable.
Navigating the mental health system, identifying the right clinicians, programs, and levels of care for a family member in need, is complex under any circumstances. For UHNW families, the options that serve these families best are rarely easy to find, and rarely easy to access without the right relationships.
I bring 30 years of relationships with the country’s best clinicians and programs, and the clinical fluency to assess what is right for a specific individual and family. I serve as the family’s advocate and coordinator throughout, from initial assessment through placement and ongoing care.
Young Adult & Emerging Adulthood
One of the highest-stakes passages in a family’s life, and one of the least well-served by traditional advisory structures.
The transition from late adolescence to independent adulthood is a period of enormous consequence. Gaps, detours, mental health challenges, addiction, and the unique complications that wealth introduces into this passage can derail a young person’s trajectory in lasting ways.
I work with families and their advisors to navigate this passage: assessing what a young adult truly needs, identifying the right educational or therapeutic response, coordinating care, and supporting the family system through the process.
Family Systems & Communication
In UHNW families, relational dynamics are often as consequential as any financial or legal matter.
In multigenerational families, the dynamics of communication, conflict, and connection shape everything, from succession and governance to the quality of every advisory relationship in a family’s orbit. Unaddressed family system dysfunction doesn’t stay contained.
I work with families on the relational foundations: communication patterns, conflict navigation, the dynamics that wealth introduces into family roles, and the long-term structures that allow families to function well together across generations.