Despite the good intentions with which they start their careers, many financial professionals end up embroiled in misconduct. How and why do they go off track? More importantly, how can such misconduct be prevented?
This is the research project that has occupied my life for the past few years. I’m excited to announce it’s coming to fruition with this soon-to-be-published book, “The Fault Lines of Finance”. Now available for pre-order.
I’m Dr. Moira Somers. As a psychologist, family wealth consultant and executive coach, I help families and their advisors deal with the often-surprising complexities of wealth and leadership. I also work with financial institutions and advisory firms committed to excellence in service delivery.
When careers take off and when family wealth increases, life can take on new levels of challenge. I help people address address that complexity as it touches on their family, work, and broader community. I work directly with affluent individuals and families as well as with the advisors who serve them.
I provide services in the following domains:
