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For a family office: one organization covering family and senior staff

Family office mental health, paid by the office. The family never sees who used it.

Your family office buys a block of therapy sessions from CEREVITY, a private-pay network of independent licensed clinicians. Principals, family members and senior staff use it privately, matched to a doctoral-level psychologist. The statement shows sessions used, never who. Nothing to administer.

Get the one-page cost sheet How it works
All 50 statesSecure telehealth, every household covered
Doctoral-level psychologistsMatched the same day
Three session lengths50 minutes, 90 minutes, or 3 hours, one block
Paid by the family officeNo names. A session count is all that flows back

What this is

A block of private therapy the family office pays for. Not an EAP, not a coaching contract, not a family retreat.

In one paragraph. Family office mental health care, as CEREVITY provides it, is confidential therapy a family office pays for on behalf of its principals, family members and senior staff, outside any health plan. It runs as a 12-month block of sessions: each person is matched to a doctoral-level psychologist by secure telehealth nationwide, the office receives a statement with session counts and no names, and nothing is reported to the family.

CEREVITY is a private-pay therapy network of independent licensed clinicians, delivered by secure telehealth across all 50 states. For a family office, the product is a block of sessions the office buys for the people it serves and employs, in 50-minute, 90-minute, and 3-hour formats, with each person matched to a doctoral-level psychologist.

No insurance claim is filed, so nothing routes through a family health plan, a broker, or an insurer. CEREVITY has no affiliation with any trustee, advisor, or family council, and reports nothing to them, to the principal, or to the office. The office pays. It never learns who used the block.

There is nothing for the office to administer. It tells the people it covers that the block exists, and each person contacts CEREVITY directly. Each adult is a separate client, so no family member can see another's care. When the family wants to work on something together, family therapy runs alongside individual care.

Why family office mental health care has to sit outside the family

A family office arranges investments, taxes, trusts, property and often the household's health coverage. Where help for the family's own strain exists, the people closest to the money leave it unused, and the reason is structural, not clinical.

Everyone works for the family

In a family office, the principal is the employer, the client and often a relative of the people being served. The chief of staff, the controller and the estate manager answer to the same family, and family members answer to each other. Any channel the office runs leads back to the people a person would least want to tell. See therapy with no records your employer sees.

A small staff sees every invoice

A family office runs on a few people who handle the family's calendars, travel, payments and paperwork. A therapy bill or a recurring appointment passes through the same hands that manage everything else, and in a staff that small nothing stays anonymous. A block paid once a year leaves no invoice per session, and care with no insurance claim trail leaves no claim.

Succession puts heirs under review

Succession turns family members into candidates. Parents weigh whether the next generation is ready, siblings measure themselves against each other, and senior staff wonder what the transition means for them. Saying out loud that one is struggling becomes evidence in a decision about money and control. There is nobody inside the family to tell. Family business therapy is a separate service.

35%

of family offices surveyed have a defined succession plan for the family office itself. Only 27% have a structured process to prepare heirs for future roles.UBS Global Family Office Report 2026

That is the family office mental health problem as an organization actually experiences it: help can be arranged, and the people who need it most will not use anything that runs through the family, the staff, or a succession process that is weighing them. CEREVITY sits outside all three. The only parties involved are the person, the clinician, and an office that pays for the block and never sees into it.

How it works

Three steps. The office's part is finished at step one.

The office picks a block

Three sizes: 20, 40, or 100 sessions for the year, priced per session at CEREVITY's standard rates. A 20-session block fits a group of 10 to 25 people, 40 fits 25 to 75, 100 fits 75 to 200. The office decides who is covered: principals, spouses, adult children, senior staff. Paid once at signup. Unused sessions roll into the renewal.

Each person comes to CEREVITY directly

Each person contacts CEREVITY privately and names the family office. They are matched to a doctoral-level psychologist the same day and book the first session at the first opening on that clinician's calendar. Sessions run 50 minutes, 90 minutes, or 3 hours, so a principal moving between homes, boards and travel can take one longer session instead of a standing weekly hour. Each person keeps that clinician.

The office gets a statement

Sessions used against the block, as a count. No names, no dates tied to a person, no clinical content. That is the office's entire administrative footprint.

What the office does, start to finish

  1. Pick a block size from the cost sheet and pay once for the year.
  2. Tell the people covered that the block exists and to contact CEREVITY directly.
  3. Receive a statement showing the session count drawn from the block.
  4. At twelve months, renew. Unused sessions roll into the next block.

What it costs

Three block sizes: 20, 40, or 100 sessions a year, priced per session at the standard rate. Pick by how many people the block covers. The one-page cost sheet has the figures.

Small block
20
sessions a year
10 to 25 people

Pooled across family and staff, in any format, drawn as people use them.

Mid-size block
40
sessions a year
25 to 75 people

Pooled across family and staff, in any format, drawn as people use them.

Large block
100
sessions a year
75 to 200 people

Pooled across every household and entity, in any format, drawn as people use them.

Counted in 50-minute sessions; a 90-minute or 3-hour session draws more of the block, and the cost sheet shows the rate for each length. Paid once at signup for the year. Unused sessions roll into the next block at renewal.

Get the one-page cost sheet

One page. That is the whole evaluation.

The cost sheet is a single page: three block sizes, what is included, and how renewal works. Request it and read it in two minutes.

Get the one-page cost sheet

What the office sees, and what it does not

For an office-paid benefit to get used, a principal, an heir or a staff member has to believe that using it creates no visibility to the family, the staff, or anyone deciding succession.

What the office sees

A session count, nothing more.
  • Sessions drawn against the block, as a number.
  • The statement and the renewal terms.
  • Nothing tied to a named person.

What the office does not see

No names. No clinical content, ever.
  • Whether a specific family or staff member has contacted CEREVITY, been matched, or attended.
  • What is being addressed, or which clinician is assigned.
  • Session notes, treatment plans, or diagnostic information.
  • Any attendance detail at the individual level.

Nothing reported to the family or the office

CEREVITY clinicians follow HIPAA privacy practices and are bound by their own licensure and confidentiality obligations. Each adult is a separate client with a separate record, and CEREVITY has no reporting line to the principal, the family council, trustees, or advisors. Our privacy policy is published in full.

The statement is the only thing that flows back

The office receives a session count. There is no eligibility file to maintain and no data feed between the office and the clinical side. The terms are on the cost sheet and in our terms of service.

The question families ask before anything else is whether therapy shows up on a background check. It is answered directly, alongside our page on therapy and life insurance and how underwriters use records.

Questions family offices ask first

What does family office mental health care include?

Family office mental health care is therapy the office arranges and pays for on behalf of the people it serves: principals, spouses, adult children and senior staff. CEREVITY's version is therapy with licensed clinicians outside any health plan. The office buys a block of sessions, each person uses it privately, and the office sees a count, never a name.

Does CEREVITY report anything to the principal, the family or the trustees?

No. CEREVITY has no reporting line to the principal, the family council, trustees, or advisors, and nothing about a person's use of the block is reported to any of them. Each adult is a separate client. The office receives a session count, never a name.

Does using CEREVITY show up in a health plan, an insurance file or the office's books?

Care is private pay with no insurance claim, so there is no claim record in a health plan for a broker or an insurer to find. The office pays for the block once a year, so no invoice per session crosses anyone's desk, and CEREVITY reports nothing beyond the session count.

Can adult children and spouses be covered as well as the principal?

Yes. The office decides who the block covers: principals, spouses, adult children, and a short list of senior staff. Each adult is a separate client, matched on their own, and no one can see whether another family member is in care.

How quickly is someone matched?

People are matched to a doctoral-level psychologist the same day they reach CEREVITY, and the first session is booked at the first opening on that clinician's calendar. A principal who wants more room in one sitting can book a 90-minute or 3-hour session instead of a standard hour.

The family lives in several states. Does one block cover everyone?

Yes. Care is delivered by secure telehealth nationwide, so a single block covers family members and staff wherever they live, across every household. Matching accounts for each person's state, and nobody needs to be near the office.

What does a family office mental health benefit cost?

Three block sizes: 20, 40, or 100 sessions for the year, priced per session at CEREVITY's standard rates. Pick the block by how many people it covers; a 20-session block fits 10 to 25 people, 40 fits 25 to 75, 100 fits 75 to 200. Paid once at signup for twelve months, and unused sessions roll into the renewal. The one-page cost sheet has the figures; request it below and it comes to your work email.

How does a family office begin?

Request the cost sheet with the form below, or call (562) 295-6650. Offices that want to talk it through first can use the contact page. To refer a single family member rather than set up a block, use the refer-a-patient form linked below.

Get the one-page cost sheet

Three block sizes, what is included, how renewal works. One page, sent to your work email.

Cost sheet request (firms)

Prefer to call(562) 295-6650 reaches CEREVITY directly.

Referring one personUse refer a patient for a single person rather than an office block.

For yourselfLooking for therapy for yourself? Start privately; the family office is never involved.

Research and related pages

The succession and heir-preparation figures are drawn from the UBS Global Family Office Report 2026, a survey of UBS family office clients in more than thirty markets conducted between January and March 2026 and published in May 2026. The isolation and loneliness figures in the research links are from CEREVITY's own 2026 clinical reviews, which are help-seeking samples rather than population estimates. Block sizes, session counts, and renewal terms are those of CEREVITY's standard cost sheet, which is the governing document for figures.