FREE GUIDE FOR ADVISORS
The Confidential Addiction Response Playbook
What to notice, what to say, and what to do when a client’s family faces addiction, while protecting the family, the relationship, and the wealth.
Who it is for
For the Professionals Affluent Families Trust
Advisors are often the first to notice that something is wrong. The Playbook gives you the words and the next step.
Wealth managers and private bankers
Family offices and trustees
Estate, family-law, and private-client attorneys
Concierge physicians and private psychiatrists
Business managers and executive coaches
iRely Recovery
The Confidential Addiction Response Playbook
A guide for advisors
11 pages
11 pages
What you get
Inside the 11-Page Playbook
Warning signs you may notice in the accounts, in meetings, and in the family, before anyone says “addiction”
Your role and its limits: how to help without overstepping, including consent and confidentiality
Conversation scripts: what to say, and what to avoid
Levels of care explained: outpatient, medical detox, and residential, and when it is urgent
How to vet any treatment program in one phone call: 10 questions and the red flags
Questions to raise with the family’s estate attorney
A confidential next step, any hour
Free download
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About the author
Vinsent Franke
CEO, iRely Recovery
A clinician-entrepreneur and addiction and mental health recovery leader with more than 21 years clean and sober. He leads with a holistic, whole-person view of recovery grounded in evidence-based practice.
Why advisors trust iRely Recovery
Why Advisors Trust iRely Recovery
A Private Residence in Los Angeles
11 beds across two Tudor-style homes in Sherwood Forest.
Detox and Residential in One Setting
Medical detox and residential care under one care plan.
Mental Health Treated Together
Substance use and co-occurring mental health conditions are treated together.
Family and Aftercare
Family involvement and aftercare planning are part of care.
Confidential and Discreet
Confidential, discreet care, with admissions available any hour.
State Licensed
Licensed by the California Department of Health Care Services, License #191516AP.
Insurance
Insurance Carriers
iRely Recovery works with major insurance carriers, so a family can check benefits before any decision is made.
Coverage varies by plan, and our admissions team verifies benefits confidentially. See all insurance options.
Recognition
Awards and Recognition
Licensing and recognition that matter when you refer a client.
California DHCS Licensed, #191516AP
BBB Accredited Business
Psychology Today Verified
Gold Seal of ApprovalCommon Questions
Yes. It is a free educational resource for professionals who advise affluent families.
Vinsent Franke, CEO of iRely Recovery, a California DHCS-licensed residential treatment provider in Los Angeles.
No. We use your email only to send the Playbook and occasional resources you can unsubscribe from at any time.
Yes. Call (818) 262-3537 any hour for a confidential conversation.
Need to Talk About a Client Now?
Speak confidentially with the iRely Recovery admissions team, any hour.
