September 2024

The Wealth Whisperers

These Marin money consultants are ‘taking care of the human side’ of extreme wealth T here’s one thing most people wish they had more of, tend to have the most intense fights over with their romantic partner, and have a hard time talking about in general—money. your own hard-earned blood, sweat and tears. There’s a belief that having more money would solve most if not all of one’s problems, bring huge happiness, and end or at least lessen the financial arguments people have. By Vicki Larson

Valley, who co-founded Graddha, all of whom work with people whose massive wealth presents opportunities and challenges. There are plenty of experts who can advise the wealthy on things such as investments and philanthropy. But people like DiFuria, Goldbart and the Jansens help people deal with the psychological realities of massive wealth. “People have emotional reactions to money,” says DiFuria.

That couldn’t be farther from the truth, say Joan DiFuria and Stephen Goldbart, business partners in the Money, Meaning and Choices Institute based in Kentfield, and husband-and-wife Marlis and Kjartan Jansen, of Mill

So, imagine suddenly finding yourself having a huge amount of wealth, more than you ever could have imagined, either from an inheritance, or from winning the lottery or gambling, or from

When Kjartan and Marlis Jansen, shown here on the Tiburon waterfront, coined the term ‘sudden wealth syndrome,’ the concept was met with laughter. [Photo by Sierra Jansen]

September 2024

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