We provide a clear, guided path to get to a healthier place.

Bardo Consulting offers strategic wealth management services to help families dealing with mental health and addiction issues find a path to maintaining financial success and extend legacies.

We work with wealth management officers and boards of trustees, stepping in when the needs of the family extend beyond the financial. We provide a custom plan for each family, along with the tools and skills needed for individuals to move forward with success and independence.

If you are a wealth management professional in need of specialized assistance in dealing with complex family issues, reach out to us and we can begin the conversation. Please read below for an overview of the services we provide.

Executive Support Consultation

During an executive consultation, we work with family advisors and managers to obtain a full history and gather relevant collateral to help determine the appropriate course of action for your client(s).

The initial consultation with family advisors, managers, or both provides the framework by which we establish our assessment. The initial consultation is followed by one, possibly two more meetings and a plan proposal tailored to the family's individual needs. 

We bring years of expertise and an extensive network of connections in the behavioral health industry to assist your clients in achieving success in multiple domains. Our goal is to identify the best path to wellness for the entire family system.

Clinical Placement Engagement

Our goal in assisting with clinical placement is to use our clinical knowledge combined with our years of experience visiting and vetting treatment settings to support your clients in cultivating a list of the most appropriate treatment options for the person of concern.

Our Clinical Placement Services include:

• Identifying behaviors, symptoms, and issues affecting the family system through the collection of family history, relevant clinical information, and other supporting collateral.

• Conducting a follow-up call to review family histories.

• Evaluating the appropriate level of care for the identified person of concern based on the information and histories provided and conversations with collaborating providers.

• Developing a comprehensive placement plan, including two to three treatment options focused on clinical effectiveness.

• Providing client(s) with a written summary of treatment options, as well as a phone or video call to review treatment options and next steps.

Strategic Support Engagement 

Strategic support involves identifying and developing a customized plan of care to address the needs of a person struggling with behavioral health issues. Families and loved ones deserve tailored, vetted services to address their unique needs and to maximize success. We specialize in working with financial advisors, families, and other professionals to navigate resources, develop programs of care, and facilitate communication between parties in an effort to move through disruption into long-term sustainability and functionality.

Our Strategic Support Engagement services include:

• Identification of growth areas and goal setting

• Focused guidance through consistent virtual engagement and ongoing strategic support

• Targeted psychoeducation for family members, advisors, and other relevant members of the care team

• Collaborative communication with a customized team of providers and partners

• Recovery support/management/accountability