For Advisors, Family Offices and Executives

Healthcare is the one part of your client's life that no one is managing.

Advisors, family offices, and corporate boards are responsible for protecting the people they serve. Most have built strong structures for investments, tax planning, estate planning, insurance, and personal security. Very few have any structure in place for healthcare, even though a serious illness can disrupt a family, a business, and a succession plan more quickly than any market event.

Executive Health Navigation gives you a physician-led partner who takes responsibility for that part of your client's life.

For Private Advisors

You are in a position to make sure your client has someone who can.

Your clients trust you with their financial future, and they often turn to you first when something goes wrong, including a medical emergency. You are not in a position to evaluate a diagnosis or speak with a treating physician, but you are in a position to make sure your client has someone who can.

When you introduce a client to Executive Health Navigation, we work directly with the client and their family while keeping you informed to the extent the client wishes. We do not compete with any part of your practice. Our role is limited to healthcare, and our aim is to protect the client relationship you have built by making sure your client is well cared for when it matters most.

For Family Offices

A single physician-led point of responsibility for the health of every household member.

A family office exists to coordinate the affairs of a family across generations, locations, and advisors. Healthcare is usually the one area that falls outside that coordination, and it is often handled by whoever happens to be available when a crisis occurs.

We give the family office a single physician-led point of responsibility for the health of every household member. Before a crisis, we build a physician-formatted medical dossier for each person so that their history is organized and ready for any treating doctor. During a crisis, a physician on our team speaks directly with the attending physician, evaluates the care being provided, and arranges access to the right specialists. After the crisis, we keep the records and relationships current so that the family is prepared for whatever comes next. The family office staff are no longer left to manage medical situations they were never trained to handle.

For Executives and Companies

The health of a senior executive affects the stability of the company, its shareholders, and its employees.

Executives often travel internationally, work long hours, and delay their own medical care, which increases the likelihood that a health problem will surface at an inconvenient time and in an unfamiliar place.

Companies engage Executive Health Navigation to ensure that their senior leaders have a physician responsible for their care wherever they are. We work with the executive and, where appropriate, their family, while keeping all medical information private and separate from the company. Global travel protection and medical evacuation are included in onboarding at no additional cost.

How We Work With You

Every engagement begins with a confidential conversation.

We learn about the family or individual, their current health situation, where they live and travel, and what concerns them most. If the engagement is a good fit, we begin onboarding by gathering medical records and building a medical dossier for each person we will serve. From that point forward, the family has a physician team that knows their history and is ready to act when needed.

Privacy and Discretion

We work behind the scenes.

We understand that the families you serve place a high value on privacy. Medical information is shared only with the people the client has authorized. We work behind the scenes, and we do not seek recognition or special treatment from hospitals. Our purpose is to make sure our clients receive the right care, not to draw attention to them.

We accept a deliberately small number of clients. This allows our physicians to stay directly involved in every case rather than handing clients off to a call center or a coordinator.

The Next Step

If you advise a family or lead an organization that would benefit from a physician-led healthcare partner, we would welcome a confidential conversation.