About Us
Our Mission Estate Planning
Thrive for Family-Expert Family Financial and Estate Planning Estate
Thrive for Family is here to help you in times of your difficult but crucial family decisions throughout all phases of life and to how best plan for them.
Thrive for Family was built from personal family planning experiences to help create a full service approach to family care planning for the children and the future needs of their elders. thrive for family
We have a diversified foundation of affiliates who are experienced in family and individual matters and can provide the best products and services for our team to utilize.
We can assist in all facets of planning whether you are concerned about your retirement, estate, legal, final or legacy planning. We are also experienced in family held business and provide a host of products and services to address their needs. thrive for family
Our team has created a platform that utilizes human interaction and the best possible network for successful planning results. thrive for family
Our website is a great resource for all your planning needs. Please see our document library section, which provides sample documents of estate and business planning tools. Thrive for Family can customize these any of these documents or other requested documents for your individual or family needs. Thrive for Family will give you individualized attention and assure you a professional and attentive experience. Thrive for Family-Expert Family Financial and Estate Planning insurance legacy estate long term health thrive for family thrive for family thrive for family
Our Team
Henry M Diamond JD
President
Henry has over 40 years of experience in the financial services sector, has helped numerous individuals, families, and businesses achieve their life goals. He has valuable connections in the financial industry and a wealth of industry assets. Henry believes that the right knowledge can be customized to each unique situation, and his legal and financial background allows him to navigate life's considerations during the planning and goal achievement process.
Susan C. Frater MD,MSA
Health and Wellness Coordinator info@thriveforfamily.com.
Candace brings over 20 years of experience in research, she is a highly respected Institutional Review Board (IRB) Compliance Manager and board member. She is a skilled critical thinker with medical and business expertise, holding both an M.D. and a Masters Degree in Healthcare Administration. She has extensive knowledge of research regulatory policies and procedures in hospital, academic, and commercial settings.
Margaret L. Diamond, MA
Health and Wellness Coordinator info@thriveforfamily.com.
Margaret, a Teacher at Kings Education Newton, MA has a history of teaching different individuals and groups. She also posses a Masters of Arts.
Thomas C. McAdam
Executive Vice President
Tom is a financial educator with over 25 years of experience assisting retirees, and people approaching retirement, to manage their financial affairs. He has advised physicians, business executives, teachers and government employees to protect their estates and portfolio values. His practice focuses on helping people avoid common financial mistakes. Tom is licensed to provide life, accident, heath and property & casualty insurance.
Robert P. Diamond
With over 25 years of experience in information technology, Robert possesses extensive knowledge of systems and technology that is invaluable for financial and insurance planning both now and in the future. He has assisted companies and individuals in providing cutting-edge planning tools and is highly proficient in Artificial Intelligence as it pertains to Thrive for Family planning.
Patrick Tracey
Senior Market Coordinator
Educational Services
Patrick, a Teacher at Roxbury College is versed in educational coordination of small to medium groups
which is a valuable asset for the senior markets and group education.