"Wealth Psychology is only grasped by a very small population," Shunk said. "Family Wealth Dynamics is exactly what I do, and is more broadly understood."

"Our primary objective is helping families create and deepen family unity," he said. “We provide dynamic facilitation of family meetings and retreats promoting sustained positive change in relationships and family decision making.” 

The firm also offers coaching and consulting for family advisors, Shunk said, specializing in “the emotional and social intelligence required to refine advisor skills.”