NJBIA's Public Policy Forum: The Road to Recovery REGISTER

NJBIA member Theia Senior Solutions of Princeton, which helps families navigate the challenges of dementia and eldercare, was recently awarded the “Best Concierge/Specialist Services Firm” at the sixth annual Family Wealth Report (FWR) Awards Gala.

Image of Theia CEO Joanna Gordon Martin accepting award

Theia Senior Solutions CEO Joanna Gordon Martin accepted the award for “Best Concierge/Specialist Services Firm” at the Annual Family Wealth Report Awards Gala on March 20. With her are, at left, Jamie McLaughlin, CEO of J.H. McLaughlin & Co., and Stephen Harris, managing director of ClearView Financial Media Ltd.

Theia Senior Solutions Founder & CEO Joanna Gordon Martin expressed her gratitude to FWR, and her team at Theia, after accepting the award at the Mandarin Oriental in New York City on March 20.

“There is nothing easy about building a company, but there is also no feeling like having others recognize the value of your work,” Martin said. “None of this would be possible without our wonderful team that works tirelessly to support families at times of great vulnerability and advocate for the safety and well-being of older adults.”

Theia helps clients navigate a fragmented healthcare system, serving as a single point of contact that provides families with access to the best resources for aging loved ones. Services include attending medical appointments, securing second opinions, home check-ins, hospital discharge planning, help with Medicare and long-term insurance benefits claim management, end-of life planning, and more.

The Family Wealth Report Awards showcase the best providers in global private banking, wealth management and trusted advisor communities. The awards recognized companies, teams and individuals judged to have demonstrated innovation and excellence during 2018.

According to the Family Wealth Report Awards website, “Winning a Family Wealth Report Award sets organizations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top-class performance and innovation.”