Ehrlich & Price
Advice lives on paper. We do the actual work.
Your wealth managers, lawyers, and CPAs draft the plan.
We handle your personal projects, digital security, and private matters.
Where planning ends, our work begins.
Basic Projects
When you lack the time, we step in to act. Whether it is a relocation, a technical cyber issue, or any priority requiring our assistance, we are there to help you tackle the project and get things done.
Modern Strategic Risks
Traditional advisors miss the critical complexities of modern life. We step in to proactively neutralize cyberfraud, digital vulnerabilities, and specific estate threats before they emerge, not after.
Family COO
For clients managing complex lives, we oversee daily operations and properties. We handle these details to keep life calm and prevent small issues from becoming costly mishaps.
Everyone has these risks,
but no one has a team to manage them. Until now.
Cyber & Digital
Myth: Banks and brokers cover me if my account gets hacked.
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 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 and neutralize the fine-print traps, minimizing your exposure to an uncapped loss.
Health Exposures
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 and plan long before you ever step 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 plan long before you ever step foot in a hospital.
Estate Fraud
Myth: My legal documents are the final word on my estate.
What Actually Happens:
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. We build protocols in advance so what you intend is what actually happens.
What Actually Happens: 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. We build protocols in advance so what you intend is what actually happens when you're no longer at the helm.
Modern life requires specialized navigation.
We are your guides.
Bespoke Projects & Digital Defense
This practice is led by a board-certified CISSP, considered the "gold standard" cybersecurity credential attained by 3% of practitioners globally.
This background spans decades inside Fortune 500 technology and M&A environments, and it's what drives our precise execution on your most demanding projects.
Medical Advocacy
Led by a Registered Nurse with extensive clinical experience, we navigate where hospital systems break down.
Her frontline background means we preempt flawed directives, catch care failures early, and plan ahead for sudden discharges, including for those who want to age in place.
We are a silent presence in your daily life, yet fully deployed when you need us.
About Ehrlich & Price
Traditional firms often ignore certain modern risks and requirements, leaving you quietly exposed. We built this firm to fill that void.
As life evolves, your health, wealth, and estate are too often treated as volume metrics to be harvested. We break that cycle.
We stand with you, so you can enjoy the life you have earned.
