Support for Wealth Managers & Family Offices

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. 01

   Call John

   A 30-minute call to establish what decision the situation needs, who is involved, and what is already in place.

2. 02

   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. 03

   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. 04

   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.