Executive mental health built for family office principals and their families.
A private clinical channel for principals, next-generation members, and the people who carry the weight of significant wealth in private. Matched clinicians who understand the dynamics. Extended sessions. No office or staff visibility into who has engaged.
A private clinical channel for principals and the families behind single and multi-family offices.
This page is for single-family office executives, multi-family office advisors, chief of staff and family-office leadership, and the principals themselves scoping a confidential mental health channel for the family that operates entirely outside any reportable or staff-visible benefits arrangement. If that is you, the rest of this page is the briefing document.
CEREVITY operates as a clinical network with direct relationships between the network, the clinicians, and the office. There is no third-party broker layer. Principals and family members are matched, not first-served. Scheduling and intake run through CEREVITY infrastructure. Care is private-pay, out-of-network, and structurally outside any channel that staff, advisors, or other family members could see by design, which is precisely the posture this population requires.
Our clinicians are independent licensed professionals. Many have worked with high-net-worth individuals and families before and understand the specific dynamics that significant wealth creates: the isolation, the difficulty trusting motives, the generational pressure, and the absence of anyone who can hear it all without a stake in the outcome. CEREVITY exists because this population sits outside every conventional benefits structure, and because a channel of care for it has to be built differently.
Significant wealth does not insulate a family from mental health pressure. It often intensifies it, and it removes the usual channels for addressing it.
The reasons principals and their families do not engage with conventional care are not failures of the care. They are inherent to the position. Wealth changes who can be trusted, what can be said, and where, and the result is a population with elevated need and almost no confidential channel built for it.
Principals and next-generation family members present with a recognizable profile: the isolation of a life few peers understand, anxiety and identity strain around stewardship of wealth they did not necessarily choose, difficulty trusting whether anyone in their orbit is acting without a financial stake, and the generational weight of family expectation and legacy. Clinical writing on the psychology of wealth describes this population as carrying elevated risk that the wealth itself can magnify rather than resolve.
Conventional care also creates a privacy problem this population cannot ignore. A claim, a record, or a referral that passes through staff, advisors, or any shared infrastructure is a risk to a family that guards its private life closely. The fear of exposure, scrutiny, or a leak keeps real concerns unspoken, and a channel that does not solve the privacy problem first will never be used.
What changes when the channel is built around this reality: matched clinicians with experience treating high-net-worth families, session formats long enough to do generational and identity work, scheduling that respects the realities of a private and often mobile life, and a confidentiality posture that gives the office, the staff, and other family members no visibility into who has engaged or with what.
What CEREVITY clinicians actually treat at the principal tier.
The clinical scope is built around the presenting profile of principals and the families behind family offices, not the profile a conventional benefit is built for.
Isolation of wealth
A life few peers understand, where ordinary problems sound unsayable and real ones have nowhere to go. The isolation is not self-pity, it is a structural feature of the position, and it is treatable.
Trust and relational uncertainty
The chronic question of whether anyone is acting without a financial stake reshapes every relationship. A confidential clinical relationship with no stake in the wealth is, for many principals, the first room where that question is off the table.
Identity and purpose
When wealth removes the conventional anchors of work and necessity, questions of identity, contribution, and purpose become acute. Particularly common in inheritors and post-liquidity principals.
Generational pressure
The weight of stewarding a legacy, meeting family expectation, and not being the one who loses it produces a specific chronic strain. It runs quietly under the surface of family life for years.
Next-generation strain
Heirs and rising-generation members carry expectation, comparison, and a path they did not fully choose. The result is anxiety, identity confusion, and at times more serious concerns that the family often hides rather than addresses.
High-functioning anxiety
Performance and composure maintained at cost. The family appears to be managing, the cost is invisible until it is not. Common in principals who carry the office and the family at once.
Family dynamics and conflict
Money, governance, and succession turn ordinary family tension into something more entrenched. The dynamics around control and inheritance are clinical material, not just legal or financial ones.
Liquidity and transition events
A sale, a windfall, a succession, or a sudden change in role is a clinical event, not just a financial one. The depressurization or disorientation that follows has a recognizable signature and is its own treatable project.
Three session formats, each chosen for the work.
Most arrangements offer one session length. CEREVITY offers three, because different kinds of clinical work need different amounts of time, and a principal's life does not always cooperate with a standard hour. The choice is made between the clinician and the principal, not by what a payor will reimburse.
The steady cadence of ongoing therapy. Most clients spend most of their care here.
For work that needs more room than a standard hour can hold.
For work that needs uninterrupted time to reach resolution.
Because CEREVITY operates outside the insurance reimbursement model, session length is set by the clinical work, not by what a payor will reimburse. The 50-minute format handles ongoing work, the 90-minute format gives room for deeper sessions, and the 3-hour format exists for intensive work that does not fit a standard hour. That is the structural reason all three formats can exist on the same network.
Ready to scope a principal-tier briefing?
Briefings are scoped to your office and family. We respond personally within 48 business hours with proposed times and any prepared materials relevant to the shape you are evaluating.
Request a briefingHow a principal is matched.
Matched, not first-served. Here is the process that produces the match for a principal or family member.
The eligible individual submits a confidential intake form covering presenting issues, modality preference, professional context, and scheduling parameters. Operated by CEREVITY, not a broker.
Intake is reviewed by CEREVITY's clinical leadership against the network's active capacity, current licensure footprint, and modality availability. The step that does not exist in an EAP.
A specific clinician is matched to the principal. They receive the match with the clinician's profile, modality, and credentials, plus a direct online scheduling link.
Scheduling runs directly through CEREVITY infrastructure. No phone handoff. First sessions are typically scheduled within 5 to 10 business days of the match.
Care continues on the cadence the clinical work requires, in 50-minute, 90-minute, or 3-hour sessions, without an employer-imposed cap.
Capability comparison for Family Offices and Principals.
An evaluation framework on the dimensions that matter when scoping a principal-tier-tier offering for principals. Both models have a place; they are designed for different populations.
| Dimension | Typical EAP | Executive-tier platform | CEREVITY |
|---|---|---|---|
| Network model | Broker layer between office and contractor roster | Single-vendor platform, W-2 or contracted pool | Independent clinical network with direct relationships |
| Clinician assignment | First contractor to reply with availability | Algorithmic matching on intake-form inputs | Clinical review by network leadership |
| Intake and scheduling | Phone handoff to clinician's line | App-based intake and scheduling | Network-operated intake, direct online scheduling |
| Session formats | Standard 50-minute; capped session counts | Standard 45 to 50-minute sessions | 50-minute, 90-minute, and 3-hour formats, no cap |
| Clinical scope | Acute, broadly applicable concerns | Workforce-wide, executive tier as upsell | Built around Family Offices and Principals presenting issues |
| Modality fit | Generalist talk therapy | Generalist therapy with some specialty | CBT, DBT, psychodynamic, matched at intake |
| Reach | National via roster density | National telehealth, roster variance | All 50 states via telehealth |
| Payment model | Office-sponsored, in-network | Per-employee-per-month seat pricing | Private-pay, out-of-network, partnership agreement |
| Office visibility | Aggregate, broker-mediated | Vendor dashboards with engagement | Administrative reporting only |
| Right fit for | Workforce-wide acute support | Mid-tier ongoing with executive add-on | Family Offices and Principals, end-to-end |
What the office sees, and what it does not.
For a principal-tier-tier channel to function, the participating principal has to trust that engaging with it does not create visibility into their care. CEREVITY is built around that requirement.
- Confirmation that contracted services were provided to eligible individuals.
- Aggregate utilization at the partnership level, where contractually appropriate.
- Invoicing and eligibility reconciliation.
- Nothing tied to a specific named principal's clinical content.
- Whether a specific named principal has scheduled, attended, or engaged.
- What clinical issues are being addressed, or which clinician is assigned.
- Session notes, treatment plans, or diagnostic information.
- Any attendance detail at the individual level.
Clinicians are independent licensed professionals operating under their own licensure and the confidentiality and privacy obligations that attach to it. Protected health information is held within the clinical infrastructure, and the agreements governing it are defined in writing before the partnership goes live.
Clinical records, session content, and individual engagement data sit inside the clinical platform. The administrative layer the partner interacts with is structurally separate from the clinical layer.
Eligibility lists are maintained on the partner side and confirmed at the point of intake. Administering eligibility does not require the partner to receive clinical information back.
A Business Associate Agreement is executed where the partnership structure requires it. The partnership agreement defines the administrative reporting scope in writing before the partnership goes live.
What the first 30 days look like.
The hardest part of a principal-tier-tier partnership is not the contract. It is the period between signature and the first principal in care.
A 60-minute kickoff with your team and CEREVITY's partnership lead. We confirm the partnership shape, the eligibility model, the administrative reporting scope, and the internal owner. The BAA, where applicable, is executed.
Your team provides the eligible-individual list. CEREVITY confirms it against the network and establishes the verification path at intake. Only eligibility confirmation flows forward.
CEREVITY provides a confidential, principal-tier-appropriate comms template explaining the benefit, the privacy posture, and how to access intake. Designed to be received without stigma.
Eligible individuals begin intake on their own cadence. First sessions are typically scheduled within 5 to 10 business days. By day 30, the partnership is operational and a quarterly review cadence is in place.
The case for the family office and its advisors.
Three axes the office leadership, the chief of staff, or the advisor can weigh when considering a confidential channel for the family. The specifics will vary; the structural argument does not.
Continuity of the family is the core mandate.
A family office exists to preserve and transfer wealth and to keep the family functional across generations. An unaddressed mental health concern in a principal or a rising-generation member is a direct threat to that mandate, and one that money alone does not solve. A confidential clinical channel is an investment in the continuity the office is built to protect.
Principal capacity is a leveraged input.
A principal carrying untreated strain is not a contained problem. It flows into governance decisions, family relationships, succession planning, and the people who depend on the principal's judgment. Recovery of personal capacity flows back through the whole structure the office manages.
Discretion is the differentiator.
The value of this channel is not a feature list. It is that a family that guards its privacy can finally address what it could not address through any conventional, staff-visible, or reportable arrangement. A named, confidential, principal-tier channel is a credible answer to a need most families have carried privately for years.
Questions principals and their teams ask first.
Clinicians in the CEREVITY network are independently licensed professionals operating under their own licensure and the confidentiality and privacy obligations that attach to it. The handling of any protected health information, and the specific agreements that govern it including any Business Associate Agreement, are defined in writing in the partnership agreement before the partnership goes live, scoped to your office's structure.
No. Administrative reporting only. The office receives confirmation that contracted services were provided to eligible individuals and aggregate utilization where contractually appropriate. The office, staff, and other family members do not see whether a specific named individual has scheduled, attended, or engaged, what clinical issues are being addressed, or which clinician is assigned. This is contractually scoped before the partnership goes live.
Yes. Each eligible individual is matched and seen as a separate clinical relationship, and the confidentiality posture applies between family members as well as to the office. The structure is designed precisely so that a principal, a spouse, and a rising-generation member can each engage without visibility into one another's care.
Clinicians in the CEREVITY network are bound by their licensure-specific mandatory reporting obligations, and CEREVITY does not represent itself as a way around them. For concerns that rise to a safety level, the clinician's professional and legal obligations apply as they would in any clinical relationship.
No. CEREVITY is private-pay and out-of-network by design. For this population the structure is the point: a private-pay channel leaves no insurance trail and is the only way to deliver the clinical scope, session formats, and confidentiality posture the family requires.
Pricing depends on the shape of the engagement, the size of the eligible family population, and how the office administers it. The briefing call is where we identify the right structure, and the cost falls out of that, not the other way around.
First sessions are typically scheduled within 5 to 10 business days of intake, depending on modality requirements and scheduling parameters.
Through a briefing call. Use the form below or email [email protected] directly. Briefings are scoped to your office; we respond personally within 48 business hours.
Tell us about your office. We respond within 48 business hours.
Briefings are scoped to your office and family. Share a few details below and we will respond personally with proposed times and any prepared materials relevant to the principal channel you are evaluating.
The structural argument on this page is based on the firsthand experience of CEREVITY clinicians who have served on EAP panels, combined with widely-published industry estimates of EAP utilization and Family Offices and Principals-specific data where cited. Specific contractual scopes are confirmed in writing in the partnership agreement before any partnership goes live.
