Featured Podcast: The Family Office Podcast by WhiteRiver Consultants

Guest: Lindsay Loomis, Emry Concierge

When it comes to preserving family wealth, few realize how easily healthcare can become the hidden threat.

In this episode of The Family Office Podcast, Emry Health's Lindsay Loomis reveals why proactive healthcare navigation belongs alongside legal and financial counsel as a core part of wealth strategy.

Lindsay shares:  

• How billing errors and surprise medical costs quietly drain family resources

• Why concierge advocacy restores both time and financial control

• Real stories of families who turned complex healthcare challenges into confident decisions

For family offices and wealth advisors guiding clients through high-stakes decisions—and for executives protecting their own families’ assets—this conversation reveals a smarter, more strategic way to manage healthcare.

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