Financial advisors of all kinds—trust officers, wealth managers, private bankers—are frequently asked by clients for advice on accessing appropriate care and support services for mental health conditions, substance abuse issues or geriatric conditions. But providing the ongoing advocacy that is necessary is extremely time-consuming.
Koved Care can relieve financial advisors of these care management responsibilities so that they can focus on the activities for which they are ultimately compensated—growing assets under management and providing attractive investment returns for their clients.
If you are experiencing any of the following, please contact us at Koved to discuss your specific situation and how we can help:
You can reach us by phone at (212) 956-1000 and by our toll free number (877) 568-3318. You can also email us at firstname.lastname@example.org