Family Offices

Better Health Advisors believes that great collaborations are key to preserving both wealth and health.

We collaborate with trustee and estate attorneys, business managers, wealth advisors, and others at family offices. We work in unison with your family office team to coordinate your healthcare and make sure you have access to the best doctors and hospitals.

BHA currently serves family offices across the United States, including in New York City, Boston, Greenwich, Palm Beach, Naples, Palo Alto, Santa Barbara, and Austin. If your family office is looking for a health advisor, we encourage you to reach out to BHA for expert insights with the utmost confidentiality.

We offer the following services to our family office clients:

Comprehensive review and evaluation of the family’s medical care, wellness, and insurance coverage

Creation of customized health plans designed to address your family’s current healthcare needs while also anticipating and providing for future needs

Support family members with expert point-of-care advice during critical treatments and procedures

Identify top doctors and treatment programs that best suit your family’s needs

Coordinate and integrate services from doctors, nurses, and other healthcare providers

Solicit second opinions by selecting the right specialists and arranging appointments

Collaborate with your family’s existing medical and advisory team to ensure you get the best care while maintaining your privacy

How we work with single- and multi-family offices

Single-family offices typically develop a relationship with us to provide family members with ongoing healthcare guidance and coordination.

Some multi-family offices refer individual clients to us when they recognize that the client or a family member may need healthcare support.

Multi-family offices that provide higher-level, bespoke service may choose to partner with us directly. This allows us to quickly, seamlessly, and confidentially manage any healthcare issues their clients experience. The family office purchases a block of hours and distributes them to clients as an incentive to prioritize their family’s health. Clients with more involved healthcare needs establish a separate relationship with us when appropriate.

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Stories

Getting an Overwhelmed Executive Back on Track

Tom, a 49-year-old executive in Manhattan, was in treatment for Parkinson’s disease, but he wasn't sure it was working. He came to Better Health Advisors to explore his options and get help managing his medical bills. Read Tom's story.

Tom, 49

Executive, Manhattan

Managing a Stage 4 Cancer Diagnosis

Laura, 52, was diagnosed with Stage 4 breast cancer. She also has moderate Parkinson’s disease. Her daughter, Meredith, called Better Health Advisors because she was concerned about her mother's care. Read Laura’s story.

Laura, 52

Analyst, Long Beach

Overcoming an Addiction to Pain Medication

Rachel, 48, was referred to Better Health Advisors by a friend, because she needed help controlling her chronic pain. She was unable to work or participate in social activities, but didn't realize she had developed an opioid addiction. Read Rachel’s story.

Rachel, 48

Paralegal, Chicago

Have healthcare questions?

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