Recommendations for Recovery, System Change, and Governance Practices
This article describes our approach to recovery. It explains:
This paper is a comprehensive overview of our recovery model and philosophy.
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Financial Managers and Dysfunctional Clients Addiction’s Effect on Staff Morale and Fiduciary Responsibilities in the Family and Wealth Management Office
Working in a family office or wealth management office may seem like a “dream job” for financial and legal professionals. Yet there is a downside, and that is working with difficult or unresponsive clients. Over the years, we have witnessed the toil exacted on client managers when families have loved ones suffering from alcoholism, drug dependence, and other addictions and dysfunctions. These managers are the direct service personnel assigned to interact with family office clients on a day-to-day basis regarding financial matters. They are the people family members turn to when they need money, pay bills, donate to charity, or generally manage day-to-day financial transactions and accounting.
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Solutions for Dealing with Alcoholism and Drug Addiction in Affluent Families: What Advisors, Account Managers, and Family Offices Need to Know
Advisors, account managers, trustees, and family offices frequently overlook clients engaging in addictive behavior because they are unaware of the symptoms of the disease, don't know what to do, or don't believe it is their role to become involved. As professionals in the field, we believe it's time for the advisory community to become more active in combating addiction in their affluent and prominent clientele. While advice on what to do when faced with an addicted client is clearly beyond the domain of the advisor's expertise, a working knowledge is invaluable when seeking outside help.
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The Demise of Trustee Discretion and Ascertainable Standards as Effective Controls on Dysfunctional and Underperforming Beneficiaries: Solutions for Trustees
While many in the Probate and Trust field continue to rely on discretionary trust clauses as an effective means of assuring proper behavior on the part of beneficiaries, we find that trustee discretion is no longer an effective tool in limiting access to trust income or principal by aggressive or dysfunctional contingent and discretionary beneficiaries.
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Achieving High Recovery Rates for Attorneys
A summary of Bill Messinger's practical advice for addicted attorneys based on sucessful programs for health care professionals and pilots.
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The Addiction Recovery Guide
Created to help those facing addiction find the resources they need to get help. The addiction recovery guide is dedicated to the memory of Jacob Waletsky. Visit Site
Alcohol and Alcohol Problems Science Database
A resource covering all aspects of alcohol abuse and alcoholism. This site offers information from a variety of sources including journal articles and dissertation abstracts. From the National Institute on Alcohol Abuse and Alcoholism. Visit Site
High Bottom Drunk
Traditional AA thinking is that the alcoholic or addict must lose everything to gain the desire to stop drinking. "High bottom" is an AA expression for those who come into recovery without losing everything. This site provides good information on recovering without a lot of external consequences and with material resources in place. Visit Site
How Stuff Works: How Alcohol Works
An in-depth and impartial graphic tutorial about alcohol that examines all the ways in which alcohol affects the human body.Visit Site