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Financial & Legal Advisors

Impacting clients beyond their balance sheets

our process

Intent Clinical serves as a partner to legal and financial professionals attempting to solve their clients most pressing issues, with customized solutions that address family dynamics and mental wellness. From fostering resilience in children to managing crisis situations with aging adults, we support legal and financial advisors with the goal of safeguarding family legacy across generations.

Concierge Solutions

Behavioral Health Navigation Support

We create and implement sustainable recovery plans for individuals with substance abuse issues, mental health conditions, eating disorders, and other problematic behaviors during both times of stability and times of crisis.

Consultations

Intent Clinical can advise a confused individual, family member, employer, or advisor on a direction for care.

Case Management and Care Coordination

We communicate with doctors, therapists, legal counselors, social workers, sober companions, life coaches, and aides to help meet our client’s therapeutic, medical, and social needs.

Crisis Management

Identify and respond to critical events that disrupt the family dynamic with customized crisis management roadmaps.

Distribution Advisor Services

We guide trustees regarding discretionary distribution decisions for beneficiaries with behavioral and mental health challenges.

Monitoring & Testing Services

Our noninvasive monitoring and testing services enforce healthy behaviors and provide real-time results, identifying relapses or struggles that require immediate help.

A Foundation of Trust

I have been a referrer of clients to the Intent Clinical for about a decade. In each of my referrals, they have been a consistently attentive, high-touch, high-caliber partner for me in accomplishing client goals. The professionals are top notch, thoughtful, mindful, highly educated, savvy and sophisticated, and kind and compassionate. When I bring in Intent Clinical, I know that my client will benefit and my work as a lawyer will be laser-focused on my clients’ legal objectives. 

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