Futures Recovery Healthcare

Wealth managers who consider the mental health of beneficiaries contribute to a legacy of caring.

The Orenda at Futures program addresses the needs of high-net-worth individuals and families experiencing mental health and substance use disorders. The effects of wealth on family systems is a central focus of the program. Another focus is partnering with a patient’s trusted service providers, such as physicians, lawyers, and financial professionals, to support long-term recovery and improve holistic outcomes. Wealth managers can become important allies in recovery by proactively planning, identifying potentially problematic behaviors, reducing financial enabling, and referring patients to treatment. 

Thoughtfully considering the mental health status of our beneficiaries can bestow a gift of care and wellbeing that lasts generations.

Amy Effman, Therapist & Family Services

The pervasiveness of behavioral health problems among wealthy families makes beneficiaries’ mental health a vital planning consideration for wealth managers developing estates and trusts. Amy Effman, LMFT, MCAP, an Orenda family therapist, understands how parents’ financial decisionmaking can support or hinder the long-term health of their children. Dr. Effman recently co-authored “Planning for Beneficiaries With Mental Illness or Addiction,” an informative article in WealthManagement.com discussing the consideration of substance use and mental health conditions among beneficiaries in estate planning. When wealthy families and their wealth advisors thoughtfully plan inheritances and trusts around their beneficiaries’ mental health and executive functioning status, they can reduce the risks associated with the financial enabling of substance use and mental health conditions. 

Orenda offers information and training to wealth managers who wish to understand how substance use and mental health challenges can affect their patients. John Egan, BA, CADC, an Orenda Clinical Outreach Professional with a background in financial planning, helps wealth managers learn to identify potential behavioral health issues, use financial tools to prevent enabling, and refer patients to effective treatment. To learn more, contact John at JEgan@futuresrecoveryhealthcare.com.

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