Alongside AdvisorsPalm Beach, Florida

Discreet help for Palm Beach families, in person.

Palm Beach families, and the attorneys, family offices and advisors who serve them, tend to want two things at once: a resource that is genuinely expert and a resource that is genuinely quiet. We are twenty minutes down the road and built for both.

Call or text · intake@alongside-advisors.com
Confidential from the first call.

Where we work

How we work in Palm Beach.

Much of our Palm Beach work begins with a call from a trusted representative rather than the family itself: a family office executive, an estate attorney, a private banker. We are used to that. An introduction needs only your name, your role and a way to reach you, and communication afterward follows the client's written authorization.

Discretion is a practice, not a promise. Vehicles and correspondence carry the mark or the word Alongside alone. Proposals reduce a family's name to an initial. Email subject lines never name a client, a facility or a condition. We will not confirm or deny that anyone has engaged us.

In person, we cover Palm Beach, West Palm Beach and the island, with Advisors based in Delray Beach a short drive south. Treatment, when it is chosen, may be nearby or anywhere in the country; we arrange the admission and accompany the travel either way.

Airports: Palm Beach International (about 15 minutes from the island).

In person here

What is available in person.

01/Private Advisory

A Lead Advisor who holds the whole picture and is the one person the family, and with permission their advisors, need to call.

02/Personal Companions

At home, at work or while traveling. In-home and overnight work by Advisors with five or more years of continuous sobriety.

03/Private Transport

From Palm Beach to any program, by car or from Palm Beach International, with an Advisor present the whole way.

04/Family Advisory

For the people around the person, within the limits the client sets, with a plan for the return home that everyone has seen.

All seven services · How an engagement works

Who covers it

The Advisors for Palm Beach.

Lead Advisor

Felipe Olmeta, MBA, RCP

Founder. Career and purpose, financial fitness, daily structure. In recovery since 2013. Profile

Wellness and Recovery Advisor

John Lena, NASM-CPT

Health and wellness, physical training and nutrition, daily structure. Four years in residential treatment operations in Palm Beach County. In recovery since 2019. Profile

Every Advisor is listed, with credentials and standards, on the Who we are page.

Good to know

Questions from Palm Beach families.

We are a family office. How do we refer a family?

Call, text or write with your name, your role and a way to reach you. We do not need the family's name or any health details to begin. There is a page written for the way you work.

Can the family stay out of the local treatment community?

Often, yes. Treatment may be anywhere; we arrange the admission, accompany the travel and bring the plan home afterward.

Who will we deal with?

One Lead Advisor, matched to the family, who stays from the first call through treatment and the months after.

Other areas: Delray Beach · Boca Raton · Fort Lauderdale · Miami · New York and Westchester

Consultation

Call, text or write.

An Advisor replies personally and treats what you share in confidence. If we are with a client, leave a message and we call back the same day.

Call or text

Emailintake@alongside-advisors.com

Confidential from the first call.

A private conversation

Building fulfilled lives, alongside you.

Call or text . Confidential from the first call.

Speak with an Advisor