Wellworth

Finding the right doctor can be challenging—especially outside of a hospital setting, where extensive vetting is not always guaranteed. At Wellworth, we apply a rigorous and impartial vetting process to connect our clients with trusted doctors and specialists who meet their unique needs, ensuring both their health and financial peace of mind. Our protocol spans 11 comprehensive areas of evaluation. From background reviews and patient feedback to matching expertise and insurance compatibility, we consider every detail. For family offices and wealth advisors, this means safeguarding both health and wealth by ensuring the best possible care for clients. Discover how Wellworth’s rigorous vetting process simplifies healthcare decisions and protects what matters most. —---- To learn about the 11 ways we vet doctors, link to the full article in the comments. Need healthcare advice? At Wellworth, my team and I advise family offices and their clients on healthcare issues that require bespoke advice. Book a time with me via the link in the comments. #HealthcareAdvisory #Wellworth #FamilyOffice #WealthManagement #PatientCare

At some point, every family will be faced with the same question around healthcare: “what now?” And that means most private service professionals will inevitably be a part of this conversation at some point in their careers. Are you prepared to help your principals navigate emergencies, illnesses and aging? In a new episode of the Easemakers Podcast, Wellworth Founder & CEO John Samuels explores what's behind the curtain in healthcare, the unique challenges facing VIP individuals, and expert advice for private service professionals and trusted advisors who want to support their principals effectively in difficult times. Thanks to John for such a thoughtful and helpful conversation! Tune in here or wherever you listen to your favorite shows: https://lnkd.in/eSmDPszd

Navigating healthcare can be complex, especially for families working with family offices who often face unique decisions and challenges.   To make it easier, we’ve outlined 5 expert tips to help you get the care you deserve. 1. Find doctors and facilities you trust. It’s essential to feel confident in your providers. A health advisor can help you find top-tier, accredited providers. 2. Ask questions. And ensure you fully understand the answers. Preparing questions in advance can help keep you focused and informed during your appointments. 3. Know your next steps. Take notes and clarify any instructions. Clear communication is key to a smooth treatment process. 4. Keep your providers connected. Using a patient portal or advisor can make sure your entire team is on the same page with the latest information. 5. Get support. An advocate—whether it’s a family member or a health advisor—can be invaluable during appointments. —---- For more tips, link to the full article in the comments. Need healthcare advice? At Wellworth, my team and I advise family offices and their clients on healthcare issues that require bespoke advice. Book a time with me via the link in the comments. #Healthcare #FamilyOffices #HealthAdvisors #PatientAdvocacy #Wellworth

Here is my latest article in VettaFi about health and wealth. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors. Because "Healthcare is Wealthcare."

Open enrollment season is here, and navigating health insurance is more complicated than ever.  Choosing the wrong plan can have costly consequences—but a healthcare advisor can help protect both your health and your wealth. At Wellworth, we help families make smarter healthcare decisions, like securing better coverage and avoiding costly gaps.  In one case, we helped a family save $108,000 annually by switching plans for life-saving medication. Just like a wealth advisor helps with finances, a healthcare advisor ensures your health plan truly meets your needs. —---- For more tips, link to the full article in the comments. Need healthcare advice? At Wellworth, my team and I advise family offices and their clients on healthcare issues that require bespoke advice. Book a time with me via the link in the comments. #Healthcare #WealthManagement #OpenEnrollment #Insurance #Medicare #HealthPlans #WellworthAdvisors

My latest article in Crain Currency delves into the intersection of HNWI's and Health, Wealth, and Failure to Launch in Healthcare. "Healthcare is Wealthcare." #HNWI #Healthcare #Wealthcare

With over 100 years of combined experience, the advisory team at Wellworth has been on the front lines of healthcare. We leverage this experience to help clients of family offices and wealth advisors receive the best possible care. Here are some key insights we’ve learned over the years: John F. Wheary, DO, MBA, FACEP “Don’t just rely on a name-brand hospital; it's about the skill and coordination of the team, the details, the little things, the things that happen before, during, and after your care.” Beverly Shenkman, MA, M.ED “If one person in a family is addicted, then the entire family is addicted: intervention needs to be a collaborative effort on the part of the family.” Sandie Worthington, CBIS “I always tell caregivers to take care of themselves, too.  It is not being “selfish" to take a break and do something nice for yourself.”   Our deep bench of expertise ensures that every client receives the most informed, personalized care possible. — For more tips, link to the full article in the comments.    Need healthcare advice? At Wellworth, my team and I advise family offices and their clients on healthcare issues that require bespoke advice.    Book a time with me via the link in the comments. #HealthcareInsights #PatientCare #MedicalAdvice #HealthAdvisory #PersonalizedCare

I'm honored to participate with the Family Wealth Alliance, Inc. Rachel D. Hyman Thomas Livergood. This year’s Fall Forum will commence the evening of October 23rd with an opening reception and keynote dinner featuring the 2024 Alliance Young Professionals Awards.

I was honored to join rockstars Marisa Messana & Lavinia Errico to discuss Health, Wealth and Legacy with Lindsey Sichel Rubinstein at Apex Invest We talked about intergenerational wellness, failure to launch, taking a holistic approach to our work, the power of movement and the importance of relationships.

In healthcare, a quick Internet search can't replace personalized, data-driven decisions. Wellworth is here to ensure you get the best possible care for your clients’ unique needs. Our step-by-step process includes:  1. Thorough assessment of your condition and needs  2. Deep research into the latest medical data and treatments  3. Educating clients on options and risks  4. Selecting the right medical team based on outcomes, not just prestige  5. Providing real-time support throughout your healthcare journey In a world of endless information, let us help you make smarter healthcare decisions. —- For more tips, link to the full article in the comments.    Need healthcare advice? At Wellworth, my team and I advise family offices and their clients on healthcare issues that require bespoke advice.    Book a time with me via the link in the comments. #Healthcare #PersonalizedCare #DataDriven #PatientAdvocacy #Wellworth