Distribution Advisor Services
Guidance for trustees regarding discretionary distribution decisions for beneficiaries with behavioral and mental health challenges.
Our distribution advisor Services
Professional guidance for discretionary disbursements using therapeutic supports and accountability techniques.
Concierge Solutions
Alcohol Monitoring
Adhere to recovery goals with self-administered sobriety tests monitored remotely by an Intent Clinical Case Manager.
Drug Testing
Discreetly test at home or a specified location to maintain healthy behaviors.
Financial Management
Manage expenditures, budgets, and receipts with help from financial advisors.
