G. Scott Budge
The New Financial Advisor - Strategies for Successful Family Wealth Management
Scott specialized in working strategically with various issues that challenge the sustainability of well being in individuals, families and the organizations they lead. Scott has done this work in a variety of settings that have included traditional psychiatric and healthcare delivery settings, as well as university counseling centers and both management consulting and wealth management firms. In addition to providing independent consulting services, Scott was a Clinical Associate with Centra Comprehensive Psychotherapy & Psychiatric Associates, where he delivered counseling and therapeutic services to individuals, couples and families in the context of a multi-disciplinary mental health practice. Scott was also an Affiliated Expert with the Greenwich, CT-based consulting firm, RayLign Advisory, where he applied his expertise in the dynamics of wealthy families directly to family, family business and family office clients, as well indirectly through training and consulting to wealth management advisors who work with complex financial families. This latter work was the focus of his book, The New Financial Advisor: Strategies for Successful Family Wealth Management. (John Wiley & Sons, 2008). Prior to Centra and RayLign, Scott was a co-founder of two family office internet service companies, a Senior Vice President and Operating Committee Member at SEI Investments, and a senior consultant at Integra, a management consulting firm. Scott had published several articles, including works on the psychology of investments, group dynamics, psychotherapy outcome research, family wealth and family businesses, and has served on the editorial board of the Family Business Review. He was on the Editorial Board of Trusts & Estates Magazine. He has also spoken at numerous industry conferences on psychology, philosophy and family wealth management in the US, Europe, the Caribbean and Latin America. In addition, Scott was a co-founder of Shaking the Tree Foundation, a professional theater group whose productions focus on challenges faced by families of wealth. Scott was a Fellow and holder of the Advanced Certificate in Family Business Advising at the Family Firm Institute and a founding member of the Money and Family Life Project at the Ackerman Institute for the Family. He was a licensed psychologist in New York, New Jersey and Pennsylvania.
Raised Healthy, Wealthy & Wise - Lessons from successful and grounded inheritors on how they got that way.
Covie is the chief wealth advisory officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 10 years ago. She was pre-med in college, and was drawn to the wealth management industry by my desire to help people – to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren’t just financially sophisticated but also emotionally resonant. She specializes in helping clients preserve their wealth and make good use of it in their lifetimes, and as a result counsel them on everything from after-tax investment results to estate planning techniques to raising productive and financially independent children.