Episode #32
The New Family Office Frontier: Longevity, Human Capital & the Rise of the Chief Wellness Officer
Welcome to this episode of the SFO Circle Podcast with host, Kristen Oliveri. For decades, family offices have focused on preserving and growing financial capital. But increasingly, families are asking a different question: How do we preserve and optimize human capital? Conversations about health are evolving. What was once considered a personal matter is increasingly becoming a family office priority, from longevity and preventive care to caregiving, wellness and quality of life. In this episode, Kristen is joined by Zachary Faas, Vice President, Client Advisory and Consulting and Doctor of Psychology at Intent Clinical, Lisa Iaquez, Corporate Director, Business Development and Longevity Advisory at Canyon Ranch and Dr. Brian Dooreck, Founder and President of Executive Health Navigation. Together they explore the growing intersection of family offices, longevity and wellness. They discuss emerging trends, what families are asking for, the realities of aging and caregiving, and the concept of a Chief Wellness Officer—a role that may become as important to some families as their investment advisor or estate attorney. As family offices continue to evolve, the definition of wealth is expanding beyond financial assets alone. Increasingly, families are recognizing that longevity, wellness, caregiving and overall quality of life deserve the same thoughtful planning as investments, governance and estate structures. You can find out more about the work of The Institute here: https://www.uhnwinstitute.org/
