A group of people in a meeting. A woman with gray hair and glasses speaks, while others listen. Notebooks and pens are on the table.

Bridging Wealth & Well-Being: A Symposium of Family Office Professionals, Clinical Experts & Personal Insights

Exploring the complex intersections of wealth, well-being, and family systems—offering timely perspectives on aging, emerging adulthood, and emotional health.

Date: May 20, 2025
Time: 8:30 AM – 12:00 PM EDT
Location: The Quin House | 217 Commonwealth Ave, Boston, MA 02116

This symposium will examine the intersection of wealth, emotional well-being, and family dynamics across two pivotal life stages: aging and emerging adulthood. Through a morning of expert dialogue and personal storytelling, we’ll explore how cognitive decline impacts families, how young adults struggle with the pressures of launching, and how trusted advisors can navigate these moments with empathy and clarity.

Highlights include a fireside chat on dementia and caregiving, a moderated panel featuring clinical and family office perspectives on emerging adulthood, and a short film screening followed by a discussion. The event is designed to equip professionals with insight, language, and strategies to better support families facing emotionally complex transitions.

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Agenda:

8:30 AM: Arrivals, mingling
9:00 – 9:45 AM: Part A—Fireside Chat: Aging, Dementia, and Family Dynamics
9:45 – 10:00 AM: Coffee Break
10:00 – 11:00 AM: Part B—Panel: Emerging Adults and Pitfalls
11:00 – 11:30 AM: Screening of Short Film: Success & Struggle
11:30 – 12:00 PM: Discussion, Wrap-Up

Session 1: Fireside Chat—Aging, Dementia, and Family Dynamics

Featuring: Intent Clinical’s Vice President of Employer Services, Jennifer Sachs, and Director of Assessment, Colleen Jackson

Join us for an engaging fireside chat exploring the emotional and logistical complexities of aging, dementia, and family systems. Colleen Jackson brings a clinical perspective on geriatric services and psychological assessments, while Jennifer Sachs shares her personal experiences navigating these challenges within her own family. Together, they’ll illuminate how cognitive decline impacts family roles, caregiving responsibilities, and long-term planning.

Session 2: Panel—Emerging Adults and Pitfalls

Moderated by: Intent Clinical’s President, Diana Clark
Panelists: Pathstone’s Wealth Planning Group’s Managing Director, Jim Coutre and Intent Clinical’s Vice President of Clinical Services, Dr. Zachary Faas, and Craig Standish, Head of the Boston Office & Co-Head of Strategic Advisory at Brown Advisory

This dynamic panel brings together clinical, personal, and advisory perspectives on the unique challenges faced by emerging adults. Panelists will explore themes such as emotional health, the pressure to launch, family expectations, and the role of trusted advisors in supporting young adults during this pivotal life stage. Expect practical insights, thoughtful dialogue, and the chance to ask questions about real-world family dynamics and support strategies.

Film Screening: Success and Struggle
Followed by a discussion moderated by Diana Clark

Hors d’oeuvres will be served during this session.

Success and Struggle: Living with Bipolar Disorder is an educational film that tells the story of Dr. Leon Rosenberg, a physician, scientist, husband, father, author, and educator. Dr. Rosenberg spent many years coping with bipolar disorder, a mental illness that affects over 5 million people in the United States. Studies show that those with bipolar disorder may have a shorter life if left untreated and unaddressed. Empirical evidence also suggests that those living with illness may display high levels of creativity and leadership. This presents the question: Is this disorder an asset or liability?
 
Dr. Rosenberg did not have symptoms of his mood disorder until he was twenty-six years old, when he experienced his first episode of clinical depression in the wake of a professional disappointment. In the film, Dr. Leon Rosenberg recounts his experience from that first episode of depression, through a hypomanic episode at the height of his scientific career, and his continuing struggle with periodic bouts of depression. He describes how he sought to mask his mood disorder to hide it from colleagues, friends, and family. We also hear from Dr. Rosenberg’s family as they recount their experiences loving someone with bipolar disorder.