Ehrlich & Price
Your family's Chief Operating Officer
Wealth managers manage money. Lawyers draft documents.
Then they leave.
We stay.
About Ehrlich & Price
Your doctors, lawyers, and wealth managers operate in isolated silos, each with a limited focus.
So much gets missed. Property that needs managing while you are away. Cybersecurity. The business that cannot stall just because an estate is tied up. The healthcare directive that has to hold up when you are alone in a room, unconscious.
None of it is anyone's job description. Until it is ours.
You were never meant to carry this weight by yourself. We take the burden, so you don't have to navigate the maze alone.
Where planning ends, our work begins.
When you need us now.
Initially, our clients often have a specific they need handled, so they call us. A parent's transition into care. A major home project with vendors who assume no one's watching. A cybersecurity issue.
Looking ahead.
For others, we address modern threats. We step in early to actively prevent cybersecurity fraud, certain healthcare exposures, and unwritten estate costs traditional advisors never see.
Family COO
Available for clients managing complex lives, we oversee the operations of family businesses and properties. We handle the functions and activities, keeping life calm and manageable.
These risks exist for everyone.
Most never see them coming.
Cyber & Digital Risks
Myth: Banks and brokers cover me if my account gets hacked.
What Actually Happens:
After a successful breach, banks and brokers don't just look for reasons to pay claims; they look for reasons to deny. We prepare you to get ahead of that denial. We close the gaps and neutralize the fine-print traps, minimizing your exposure to an uncapped loss.
What Actually Happens: After a breach, banks and brokers don't look for reasons to pay, they look for reasons to deny. We proactively prepare you to get you ahead of that denial. We close the gaps to neutralize the fine-print traps, reducing your exposure to an uncapped loss.
Overlooked Health Risks
Myth: My own physician directs my care if I am hospitalized.
What Actually Happens:
Your physician’s authority vanishes at the hospital doors, where care is dictated by rotating shifts and efficiency metrics. We draft precise directives while you are healthy, securing your medical autonomy long before you ever set foot in a hospital.
What Actually Happens: Your physician’s authority vanishes at the hospital doors, where care is dictated by rotating shifts and efficiency metrics. We draft precise directives while you are healthy, securing your medical autonomy and so you have a plan long before you ever step foot in a hospital.
Estate Cost Risks
Myth: My legal documents are the final word on my estate.
What Actually Happens:
Legal estate documents are merely blueprints; the average estate still takes 18 mos to settle. They won't unlock a digital account, stop settlement drain, or prevent runaway costs from delays. We build protocols so what you intend is what actually happens.
What Actually Happens: Nobody thinks drama will touch their estate, after all, the kids get along fine! But the reality is that legal estate documents are merely blueprints. Alone, they won't unlock a digital account, stop manipulative family members from seizing control, or prevent runaway estate costs when things are tied up in the legal system. We build protocols in advance so what you intend is what actually happens when you're no longer at the helm.
Professionals with Advanced Credentials.
Professionally Certified CISSP
Our practice is led by a certified CISSP, considered the gold standard for security professionals.
Decades inside Fortune 500 technology and M&A environments, successfully managing large scale initiatives drives how we get things done on even your most demanding projects.
Medical Navigation: Led by an RN
Led by a seasoned Registered Nurse with critical care expertise, we advocate for you where fractured hospital systems fail.
Drawing on frontline clinical experience, we establish definitive directives, preempt critical care gaps, and implement safeguards long before your health forces you to face the system alone.
