Embedded Chief of Family Wellness
An Intent Clinical Partnership Model for Advisory Firms Supporting UHNW Clients.
our process
Today’s most discerning family offices are expanding their scope—from financial oversight to the holistic well-being of the families they serve. Sustaining wealth across generations increasingly requires addressing emotional, relational, and behavioral dynamics.
We offer a discreet, clinically grounded solution for embedding behavioral health strategy into the fabric of UHNW families. Our Embedded Chief of Family Wellness model provides access to expert clinical support tailored to the unique challenges that arise at the intersection of affluence, identity, and mental well-being.
Core Pillars of Service
Facilitated Family Wellness Sessions
Led by Intent Clinical experts, these sessions can be integrated into family retreats or governance meetings. Topics include: resilient parenting, mental health in rising generations, cognitive transitions, and integrating behavioral health into family decision-making.
Advisor Consultation Hours
Confidential clinical guidance for advisors navigating emotionally complex scenarios. Focus areas include: professional boundaries, risk containment, treatment resistance, and family conflict resolution.
Family Consultation Hours
Private access for family members facing sensitive issues, such as parenting, psychiatric diagnoses, cognitive decline, relational stress, or identity-related concerns.
Behavioral Health Navigation & Care Strategy
Vetted referrals to top-tier programs and specialists, care management for aging clients, and coordination with estate or medical professionals.
Strategic Content & Thought Leadership
Select tiers offer custom clinical content tailored to the interests of families and advisors. We also support integration into governance frameworks or education.
PARTNERSHIP PATHWAYS
Our role is to equip your team with clinical tools that expand your ability to support families with discretion and clarity. Partnership tiers are designed to meet the evolving needs of UHNW families while emphasizing continuity and confidentiality.
Partnership Pathways
TIER I – FOUNDATIONAL SUPPORT
Designed for firms seeking structured yet flexible clinical access for family members and advisors. Includes:
- Two custom webinars per year
- Up to 6 hours of advisor consultation
- Up to 6 hours of direct family consultation
- $18,000/year*
TIER II – INTEGRATED PARTNERSHIP
Offers more robust engagement across clinical services, education, and thought leadership. Includes:
- Three custom webinars per year
- Up to 12 hours of advisor consultation
- Up to 12 hours of direct family consultation
- Strategic content collaboration (one co-branded brief or article)
- $28,000/year*
TIER III – EMBEDDED CLINICAL RESOURCE
A comprehensive partnership that embeds Intent Clinical as a trusted extension of your firm. Includes:
- Four custom webinars per year
- Up to 24 hours of advisor consultation
- Up to 24 hours of direct family consultation
- Full access to strategic content development (briefings, white papers, messaging support)
- Priority scheduling and senior-level clinical access
- $48,000/year*
