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“Do know harm”: Boundaries and How to Collaborate/Refer

April 14, 2026

at 12:00 pm EST

Guest Speaker(s):
Charles Eckhart, Founder and Managing Partner Cathexis; Jory Sandusky, Wealth Advisor at J.P. Morgan Wealth Management; Karen McNeill, Family and Business History Consultant, Storyteller
Host:
Natalie McVeigh, Founder of Oikonomia Advisory

Advisors in the PPI network come from diverse disciplines and work in an interdisciplinary field when supporting family businesses or family enterprises. Each original discipline can contribute to the family system’s well-being, and all advisors will likely find an area where they can get “stuck”, with the best of intentions.  What are the symptoms of the edge of my own skillset, and how can I engage with others more effectively?

You will hear from three advisors from diverse disciplines discussing how they have navigated their limitations, built collaborative networks, and made effective referrals. Advisors will leave with practical guidance for navigating complex client situations, greater confidence in setting professional boundaries, and a clearer understanding of how interdisciplinary collaboration supports the long-term well-being of client families

Introduction to our Guest Speaker(s)

Karen McNeill is a highly respected and award-winning senior wealth management consultant known for her unique blend of expertise in family education, governance, philanthropy, and history. She works closely with families and institutions to deepen relationships and support new client engagement by facilitating meaningful conversations about values, culture, and long-term goals as they prepare for generational transitions and make intentional decisions about their wealth and its impact. Karen is particularly passionate about empowering women as they gain increasing access to financial wealth and leadership within their families. A collaborative and accomplished professional, she is dedicated to producing the highest quality work while helping families thrive and the teams that support them excel.

Jory Sandusky delivers comprehensive wealth management services to individuals and families, serving as their trusted advisor. He understands that wealth is more than money and believes we must address both human and fiscal needs to sustain and grow wealth. By implementing goals based planning, custom portfolio design, trust and estate planning, family dynamics coaching, banking and credit solutions and more, he weaves an outsourced family office-style approach. He focuses on helping clients align their values with their vision for the future, fostering financial literacy and increasing trust and communication between generations.

Charles Eckhart is the Managing Partner and co-founder of Cathexis Group, a wealth consulting firm that helps families of wealth build strong culture, cohesive vision and purpose, excellent multi-generational communication, and prepared next generation leaders. We also provide institutional services for RIA/MFO’s to help advisors optimize their capacity to build strong and enduring client relationships, offer best in class high touch qualitative advising to wealthy families, and help clients navigate complex challenges in wealth integration.

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