High Net Worth and Ultra-High Net Worth Individual (HNI) (UHNW) Concierge Coaching Program

Ironically, good fortune often deepens the challenges facing high-net-worth individuals and families. Affluence can make you more prone and vulnerable to feelings of isolation and loneliness, positioning you for exploitation and an inner circle devoid of authentic, meaningful relationships. High net worth concierge coaching provides you with the specialized skills needed for clarity. A high Net Worth doesn’t allow for needless Mental, emotional, and financial distractions. Clarity is critical.

According to the World Health Organization (WHO), while America is ranked the sixth best country in the world in 2022, it is also second globally for the highest depression rates. Although wealth creates vast comfort and choice, it has a way of striking at deep inner wounds and unresolved traumas.

Wealth doesn’t exempt one from the vicissitudes of life, and Ultra High Net Worth doesn’t protect one from stressful relationships, anxiety, depression, or even feeling suicidal. These emotional and psychological experiences can weave their way into the relational and financial paradigms of anyone, especially those with a high net worth. Only a broadly credentialed, highly experienced Master Certified Coach can empathize with and effectively coach such a vulnerable client population.

Preservation Through The Concierge Coaching Program

The more wealth you have, the more work it takes to maintain and preserve your assets. Dr. D Ivan Young’s High Net Worth and Ultra High Net Worth Individual (HNI) (UHNW) Concierge Coaching programs offer a safe space for you.  Our tailored approaches address everything from pressing personal issues, threatened business interests, public persona, and crisis management while providing you with the tools needed to maintain your family and relational dynamics. We understand legacy and work-life balance issues. Dr. Young understands how to help you take control of, and improve your life, identify and manage your blind spots and deal with day-to-day anxieties while protecting your privacy and reputation.

For more than 15 years, Dr. Young has been a trusted advisor to many high-profile, high-net-, and ultra-high-net-worth clients. Dr. Young meets you precisely where you are, using his highly sought-after competencies as a high-net-worth relationship and divorce coach.

“Wealth can create a sense of isolation and distance. Issues concerning money can loom so large because it’s emotional and often is not discussed, especially with people close to us,”

As a high-net-worth individual, you face an onslaught of risks the average person can’t fathom. Consider the lottery ticket winner who suddenly has a windfall of money and very little financial literacy to keep that wealth. Then, there’s the successful athlete or entrepreneur who is a first-generation millionaire in their family. This new money can be overwhelming and surreal. There’s only so much you can do to mitigate avoidable threats, both internal and external. We want to help you the best way we can.

“There’s only so much you can do to mitigate avoidable threats.” 

Unfortunately, according to NASDAQ, 70% of wealthy families don’t keep their wealth by the 2nd generation, and by the third generation, 90% lose their wealth. As money becomes a taboo conversation never to be spoken about at the dinner table, the secret wisdom of how to maintain it is also locked in the safe. Fears that future generations are entitled and lazy will continue if generational wealth education is not taught. Don’t let this be your family.

Who It’s For

  • High Net Worth Individual (HNI)
  • Ultra-High Net Worth Individual (UHNW)
  • Retirees
  • Nouveau riche

Requirements

  • This program has a minimum requirement of $5 M in assets for qualification.

What You’ll Gain 

With our Concierge Coaching Program, you will address these issues and more:

  • Learn how to maintain both your resources and your quality of life
  • Perspective and the ability to maintain connections with loved ones despite how emotionally charged money can be 
  • Healthily navigate and process feelings of isolation and distance
  • Ensure financial contingencies of self-worth aren’t playing a role in your relationships 
  • Untangle finances in a messy divorce with impartial evidence and empirical coaching strategies for win-win outcomes
  • Avoid declaration of bankruptcy due to a sudden increase in wealth via inheritance, lottery winnings, acquisition, etc., while learning to maintain and remain grounded 
  • Maximize retirement income with astute judgments around complex decisions 
  • Mindfulness to live a well-managed life  
  • Continue building wealth without losing sight of your values 
  • Focus, clarity, and self-awareness to identify and reduce potential dangers
  • Develop clear financial goals

The decisions you make today, no matter your current wealth station in life, will determine the quality of your life tomorrow. The ultimate goal for all of our coaching clients is peace of mind. Fortunately, our evidence and research-based coaching strategies can help significantly reduce and better manage risks.

Leading with transparency, you will learn the intersections of generational wealth and its psychological implications. 

Wise counsel is everything. Our programs focus on maintaining meaningful connections and keeping core values first while maintaining a mentally and emotionally healthy lifestyle. 

“The reality is that you can’t install alarms, motion sensors, and monitoring devices around your heart and head. You have to learn how to strategically and wisely guard your heart.” – Dr. D Ivan Young 

Our HNI, UHNW Concierge Coaching program is available for Tier 1 HNWI Clients seven days a week. We understand that challenging circumstances arise and want to ensure you’re not subject to unnecessary risk. 

Let us guide you through this leg of your journey. Don’t let wealth become a wedge between those you love the most.

“And the reality is that you can’t install alarms, motion sensors, and monitoring devices around your heart and head.” 

As extreme affluence becomes increasingly contentious in America, resentments born of differentials in wealth and income can wreak havoc on personal relationships. 

Don’t let this happen to you. For more information, please call 1.877.508.2025 or email info@drdivanyoung.com. If you’re ready to begin coaching, click below today.