A trusted resource for sophisticated referrals.

Usually sooner than it feels comfortable. The signals tend to appear before anyone says the word divorce: a client asks how a particular account is titled, wants to understand what is separate and what is shared, moves an inheritance into their own name, or stops wanting both spouses at the meeting.

A financial advisor often sees it first in the numbers. A therapist or divorce coach often hears it first in the room. At that stage, my role is not to start a case. It is to make sure your client does not make a decision in the next few weeks that limits their options for the next twenty years.

Yes. Some of the most valuable conversations I have are with people who are still deciding. A first meeting is confidential, it does not start anything, and it often makes the decision itself clearer.

One question I ask early: “On a scale of one to ten, with ten being you are ready to proceed today, what number would you assign?” A three and an eight need very different advice, and both deserve it before anything is filed.

The simplest way is to give your client my office’s contact information and let them reach out directly. If your client would like you to make the introduction, email my office with the subject line “Confidential Referral,” and include only your client’s name, your relationship to them, and the general nature of the concern.

Please do not forward financial statements, emails, or other details yet. My office first has to confirm there is no conflict of interest, and until an engagement is in place, the less that travels by email, the better for your client. From there, Erin Feldman in my office will reach out to your client quietly and arrange a first conversation.

Yes, and I would much rather build on that relationship than replace it. The wealth manager who knows the portfolio, the estate planning attorney who drafted the trusts, the accountant who knows ten years of tax returns: each of them sees part of the picture I need.

One thing to think about early is whether an advisor has worked with both spouses. In that situation, the advisor may need to consider their own professional obligations before continuing with one spouse alone, and it helps to sort that out before the divorce becomes contentious.

With your client’s permission, yes, to the degree that it helps the client. Some referring professionals want only to know the introduction was made. Others, such as a financial advisor modeling settlement options, need to stay closely involved.

What I can share depends on what your client authorizes, and sharing information with people outside the legal team can affect whether certain communications stay protected. So we decide at the start who will be included, on what topics, and how. That way you are never left guessing, and your client’s privacy is never compromised.

When you refer that kind of matter, the most useful thing you can tell me early is where things sit: homes, operating companies, holding entities, trusts and their governing law, retirement accounts, and where the children live and attend school.

That map shapes the first strategic decisions, including where a case could or should be filed and which professionals need to be involved in each place. I coordinate with counsel in other jurisdictions, and with you, so the client experiences one strategy rather than several disconnected ones.