---
title: "Support for Wealth Managers & Family Offices"
url: https://torchlightrecoverygroup.com/who-we-serve/wealth-managers-family-offices/
description: "How Torchlight works with wealth managers and family offices when a client's substance use or mental illness threatens their well-being and the family's plans: a discreet route to assessment, treatment, and verified follow-through."
---
# Support for Wealth Managers & Family Offices

You are often the first professional to notice: missed meetings, decisions that don't fit, a family that has stopped talking. Torchlight gives the office a discreet route from concern to assessment to treatment, and keeps the other advisors informed within agreed limits.

## When family offices engage Torchlight

- A principal's or an heir's behavior is becoming erratic and is starting to affect decisions
- The family is worried but nobody is willing to raise it
- A treatment episode has ended and nothing is in place for the year after
- The office needs one accountable party coordinating the recovery plan alongside counsel and clinicians

## What Torchlight provides

- A 30-minute call with John, then a one-hour assessment and a recommendation that names the service, the provider, and the order of work
- Intervention when the person will not accept help
- Treatment placement across levels of care and Safe Passage transport
- Collaborative Continuing Care: two Care Coordinators, one for the individual and one for the family, weekly contact, and tracked attendance
- Monitoring with results reported to the parties named in the release
- Coordination with the office, counsel, family therapists, and the treatment team, through one point of contact

## Scope and boundaries

Torchlight is non-clinical and gives no financial or legal advice. We do not assess capacity. We coordinate the recovery plan and report on it; the office and its advisors decide what follows.

## How an engagement starts

1. **Call John** — A 30-minute call to establish what decision the situation needs, who is involved, and what is already in place.
2. **Confirm fit and scope** — John tells you whether Torchlight should lead the work or refer elsewhere, and what release the client will need to sign.
3. **Set the next action** — Assessment, intervention, placement, transport, monitoring, or continuing care, in the order the situation requires. If another provider should lead, John says so and makes the referral.
4. **Report as agreed** — Attendance and monitoring results go to the parties named in the release, on the cadence agreed at intake.

## A quiet extension of the team

We fit around the advisors already in place, respect existing relationships, and keep the circle small. Discretion is part of the service, not an add-on.

We are available to consult on situations that need discretion and a plan.