Published by Family Office Health Advisory. Physician founder: Dr. Gabriel Bietz, MD, RPVI, FACS.
Last updated: . General education and service information.
What health services can a family office coordinate?
A family office can help the family identify a need for organization, introduce an advisory resource and coordinate nonclinical logistics. FOHA can support records synthesis, appointment preparation, decision research, emergency readiness and longitudinal health planning within a written scope.
- Aging-parent planning and caregiver coordination.
- Preparation for consequential medical decisions.
- Travel and emergency information readiness.
- Tracking authorized next steps across residences or providers.
What can a wealth manager receive without receiving medical records?
The family can authorize a brief update about scheduling, outstanding decisions or planning needs. FOHA can separate these updates from the clinical record so an advisor receives only the information agreed for the task.
| Planning purpose | Possible authorized update | Clinical detail usually unnecessary for the task |
|---|---|---|
| Scheduling support | A visit needs coordination | Complete visit note |
| Travel planning | Travel plans need clinical confirmation | Diagnostic history |
| Family meeting | An agreed action needs an owner | Medication list |
| Financial planning | A cost question needs clarification | Full medical record |
How are permissions established?
FOHA confirms the individual involved, the people who may participate and the purpose of any disclosure. A referral alone does not authorize access. An adult family member's health information is not automatically available to another relative, advisor or family-office employee.
How does a family-office engagement begin?
- Make an introduction with the family's agreement.
- Discuss the coordination problem using broad, nonclinical information.
- Confirm who is the client and who may participate.
- Define scope, fees, permissions and response standards in writing.
- Use the designated record process after the engagement begins.
Does an advisor make medical decisions through FOHA?
No. Financial and estate advisors remain within their professional roles. FOHA supports the family's understanding and coordination. Treatment decisions remain with the individual and treating clinical team. Legal decision-making authority should be confirmed with counsel when needed.
What else should you know?
Can an RIA refer a client to FOHA?
Yes. An advisor can introduce FOHA with the client's agreement. The family and FOHA then confirm fit, scope and participation permissions.
Does referring a client give the advisor access to health information?
No. A referral is not permission to receive medical records or clinical updates. The individual must authorize the specific involvement.
Can FOHA work with a single-family or multi-family office?
Potentially. The engagement defines which individuals receive services, who coordinates logistics and who may receive authorized updates. Inquiry does not guarantee acceptance.
Do families need to change their primary-care physician?
No. FOHA's advisory works around the existing clinical team and does not replace a primary-care relationship.
Will the family office need to store medical records?
It does not need to receive or store complete records merely to support logistics. FOHA can define updates around authorized planning needs and use a separately designated records process.
Does FOHA accept physician referral fees?
FOHA's stated model is independent and provider-agnostic. It does not accept referral compensation for steering families to physicians, facilities or other providers.
Is the service available virtually?
Advisory conversations can be remote. Locations, scope and professional boundaries are confirmed before engagement. Virtual coordination does not imply nationwide medical treatment.
How should an advisor request an introduction?
Contact concierge@familyofficehealthadvisory.com or use the membership inquiry form. Include basic contact and professional context only, without medical details or records.