Executive Mental Health for Family Offices & Principals | CEREVITY
CEREVITY
Private clinical network · Partnership briefing for family offices and principals
For family offices and principals

Confidential therapy for family office principals.

A principal carries the weight of the family enterprise, a level of visibility that leaves nowhere private to struggle, and the quiet truth that wealth does not insulate anyone from it. Most will not take any of it to a channel connected to the office or the family. CEREVITY gives a family office a confidential, private-pay clinical benefit for its principals and key executives, matched by hand and delivered with total discretion.

Coverage
Telehealth in all 50 states
Formats
50-minute, 90-minute, 3-hour
01

What CEREVITY is.

A nationwide network of independent licensed clinicians, offered as a confidential benefit for a family office's principals and executives.

CEREVITY is a nationwide network of independent licensed clinicians providing private-pay therapy by secure telehealth across all 50 states. It is not an app, not a coaching marketplace, and not an employee assistance program. Each principal is matched by hand to a clinician experienced with high-responsibility, high-visibility roles, and keeps that clinician over time.

For the family office, the model is simple to reason about. Care is private-pay with no insurance claim filed, so nothing routes through any health plan and no claim record is created. Discretion is absolute, which is the only basis on which a principal will engage at all.

CEREVITY runs the same structure for adjacent leadership populations, from an executive mental health benefit for companies to board-level arrangements like a CEO transition vendor for boards. The family office version is built for the principals and the people closest to them.
02

Why principals are different.

The pressure on a principal is not the same pressure, and the standard benefit was not built for it.

A principal makes calls that shape a family's future and often an operating business too, carrying much of what we cover in the stress of being a CEO, plus the added weight of legacy and the people who depend on the enterprise.

Wealth does not soften any of this. If anything it isolates further, and the research on executive mental health is clear that responsibility at this level carries elevated risk regardless of resources.

26%

of executives report symptoms consistent with clinical depression, compared with 18% in the general workforce. Source: Journal of Occupational Health Psychology, summarized by McLean Hospital.

The people around a principal are staff, advisors, or family, rarely a confidant, which is why care built for this population exists at all, including our work with family office executives.

A generic EAP does not exist at this level, and the alternatives, executive coaching or an advisor's ear, are not confidential clinical care. What actually fits is a private, continuous relationship with a clinician, closer to a concierge therapy benefit than to anything an employer offers. The need goes unmet quietly, which is the most expensive way for it to go unmet.

03

What principals actually carry behind the wealth.

The presenting issues behind the balance sheet, in the language of the family office.

i

Wealth is not immunity

The assumption that money resolves stress leaves principals with distress they feel they have no right to name. That assumption is exactly what we take apart in why wealth does not eliminate stress.

ii

Alone at the top

Surrounded by staff and advisors, a principal has almost no one who is neither dependent on nor evaluating them. That specific isolation is the focus of leadership isolation therapy.

iii

The weight of succession

Deciding what happens to the enterprise and the family after them is a burden principals carry for years, often silently, the subject of our work on family office succession.

iv

Visible and exposed

A public profile leaves nowhere private to be unwell, and discretion becomes a requirement rather than a preference, the subject of confidential therapy for public figures.

v

The cost of ignoring it

An untreated principal makes slower, more erratic decisions long before it becomes visible, which is the hidden cost of an untreated founder or CEO applied to the family enterprise.

vi

Fine on the surface

High-functioning principals mask a great deal, which is exactly what makes it dangerous, and it often shows first in the hidden forms burnout takes in high performers.

vii

The investor's mind

Principals who run capital carry the same pressures as the professionals who manage it, close to what we treat in therapy for hedge fund and asset manager principals.

viii

Decision after decision

A constant stream of consequential choices compounds into a fatigue that erodes judgment, the territory of decision fatigue for investors.

The principal can buy almost anything. The one thing money cannot purchase is a person to be honest with who wants nothing from them.

On why discretion is the whole point
04

Session formats built for a principal's calendar.

Three lengths, no rigid weekly slot.

50
Minutes
Weekly cadence

The steady cadence of ongoing therapy. Most clients spend most of their care in 50-minute sessions.

90
Minutes
Depth sessions

For work that needs more room than a standard hour can hold. See 90-minute sessions.

3
Hour intensive
Integration work

For work that needs uninterrupted time to reach resolution. See 3-hour therapy intensives.

Care is delivered in 50-minute, 90-minute, and 3-hour sessions by secure telehealth, nationwide. A principal can do focused work in a single 90-minute or 3-hour block rather than forcing a standing weekly appointment that travel will break. Modality is matched at intake rather than assigned, and the principal keeps the same clinician throughout. When the situation is urgent, same-week access is the norm rather than the exception.

Protect the principal the enterprise rests on.

A confidential conversation about a principal-tier benefit takes one call, with complete discretion. Nothing about it touches any health plan.

Start a partnership conversation
05

How a principal is matched.

Every principal is matched by hand, not by an algorithm running against an intake form. Matching is reviewed by CEREVITY's clinical leadership, with the principal's context and preferences weighed before any introduction is made.

STEP 01
Intake

The eligible individual submits a confidential intake form covering presenting issues, modality preference, professional context, and scheduling parameters. Operated by CEREVITY directly, not by a broker.

STEP 02
Clinical review

Intake is reviewed by CEREVITY's clinical leadership against the network's active capacity, current licensure footprint, and modality availability. This is the step that does not exist in an EAP. You can review the clinicians in the network directly.

STEP 03
Match

A specific clinician is matched to the principal, who receives the match with the clinician's profile, modality, and credentials, plus a direct online scheduling link. If you are doing this for someone else, see how to find a therapist for your CEO.

STEP 04
First session

Scheduling runs directly through CEREVITY infrastructure with no phone handoff. First sessions are typically scheduled within 5 to 10 business days of the match.

STEP 05
Ongoing care

Care continues on the cadence the clinical work requires, in 50-minute, 90-minute, or 3-hour sessions, without an employer-imposed session cap.

06

Capability comparison for family offices and principals.

An evaluation framework on the dimensions that matter when scoping a principal-tier benefit. All three models have a place; they are built for different populations.

Dimension Typical EAP Executive-tier platform CEREVITY
Network model Broker layer between employer 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 the 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 an upsell Built around the presenting issues of principals
Modality fit Generalist talk therapy Generalist therapy with some specialty CBT, DBT, psychodynamic, IFS, matched at intake
Reach National via roster density National telehealth, roster variance All 50 states via telehealth
Payment model Employer-sponsored, in network Per-employee-per-month seat pricing Private pay, out of network, partnership agreement
Family office visibility Aggregate, broker-mediated Vendor dashboards with engagement metrics Administrative reporting only
Right fit for Workforce-wide acute support Mid-tier ongoing care with an executive add-on family offices and principals, end to end
Structural comparison, not a quality judgment. Based on CEREVITY clinician experience on EAP panels combined with publicly available vendor materials.

If you are running a formal evaluation, our notes on what to look for in a private therapy provider cover the procurement side in detail.

07

What the family office sees, and what it does not.

For a principal-tier channel to work, the principal has to trust that using it creates no visibility into their care, from the office, the family, or anyone else. CEREVITY is built around that requirement.

What the family office sees
Administrative confirmation, nothing more.
  • 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.
What the family office does not see
No clinical content, ever.
  • 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.
Privacy posture

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. Our notice of privacy practices and privacy policy are published in full.

Data segregation

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. Further context on why this matters to this population: private-pay therapy and confidentiality.

Eligibility administration

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.

Contracting and BAA

A Business Associate Agreement is executed where the partnership structure requires it, and whether one applies is a determination made with counsel rather than assumed. The partnership agreement defines the administrative reporting scope in writing before anything goes live. See also our terms of service.

Principals in particular ask about downstream exposure before they will engage at all. The question that comes up most is whether therapy shows up on a background check, and it is answered directly on our site.

08

What the first 30 days look like.

The hardest part of a principal-tier partnership is not the contract. It is the period between signature and the first principal in care.

DAYS 1–7
Kickoff and scoping

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.

DAYS 7–14
Eligibility integration

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.

DAYS 14–21
Internal communications

CEREVITY provides a confidential, principal-tier comms template explaining the benefit, the privacy posture, and how to access intake. It is written to be received without stigma, which matters given why discretion is the deciding factor for CEOs in the first place.

DAYS 21–30
First matches and ongoing care

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.

09

The case for the family office.

Principal continuity, sound judgment, and the retention of key people are the levers, and all three protect the enterprise the office exists to serve.

i · Retention

Continuity of the principal

The enterprise depends on a principal's steadiness and clarity, and a private, sustained clinical relationship protects both. It is also part of how a family office thinks about retaining the key people who run the office day to day.

ii · Performance

Judgment under load

Decision quality and focus degrade under chronic, unmanaged stress, and burnout's impact on performance reaches the whole enterprise when it reaches the principal. Care that addresses the underlying pattern protects the judgment the family relies on.

iii · Recruiting

Discretion as the standard

A benefit built for this population has to meet a higher bar on privacy than anything an employer offers, and offering it signals that the office takes the principal's wellbeing as seriously as the balance sheet, which pairs naturally with a formal referral arrangement for the wider team.

10

Questions family offices ask first.

How is this different from executive coaching or an advisor?

Coaching and advice are not confidential clinical care. CEREVITY provides therapy with a licensed clinician who has no stakeholder except the principal, addressing stress, anxiety, depression, and the personal weight of the role. Nothing is shared with the office, the family, or an advisor.

How is confidentiality protected for principals?

Care is private pay, so no insurance claim is filed and nothing routes through any health plan. There is no claim record for anyone to access. Sessions remain between the principal and the licensed clinician, who is bound by their own licensure confidentiality obligations. Discretion is the foundation the benefit is built on.

Who can be covered?

Scope is defined in the partnership agreement. Most family offices cover the principal and often extend it to key executives and family members, with concierge-level care such as concierge mental health care in California. The benefit is designed around discretion for a small, high-visibility group.

Is this therapy or coaching?

It is therapy, delivered by licensed clinicians, and it is distinct from coaching. Coaching focuses on performance and often reports back; therapy is confidential clinical care with no stakeholder except the principal. What matters is that the clinician understands the pressures of the role.

How quickly can a principal be matched?

Once the partnership is in place, an individual principal is matched by hand to an appropriate clinician, typically on a same-week basis depending on licensure footprint and modality fit. First sessions are usually scheduled within 5 to 10 business days of the match. Matching is reviewed by CEREVITY's clinical leadership rather than assigned algorithmically.

Does CEREVITY offer the discretion this requires, wherever the principal is?

Yes. Care is delivered by secure telehealth nationwide across all 50 states, with the discretion this population expects, including the most private arrangements such as discreet luxury counseling across California.

What does it cost?

Structure is agreed in the partnership conversation and depends on the number of people covered and the scope of access. CEREVITY is a private-pay network with transparent fees. Standard individual rates are published on our pricing page.

How do we begin?

Start a partnership conversation using the form on this page, by phone at (562) 295-6650, or through the contact page. A member of CEREVITY's clinical leadership will follow up directly and confidentially to scope a benefit that fits the family office.

11

Start a partnership conversation.

Tell us about the office and the principals you want to support. A member of CEREVITY's clinical leadership will follow up directly and confidentially.

CEREVITY Partnerships
Prefer email
[email protected] reaches the partnerships desk directly.
Response time
We respond personally within 48 business hours.
Prefer to call
(562) 295-6650 reaches CEREVITY directly.
Referring an individual
Use refer a patient for a single leader rather than a portfolio-wide arrangement.
13

A note on sources.

The figure that 26 percent of executives report symptoms consistent with clinical depression, against 18 percent in the general workforce, is summarized by McLean Hospital, drawing on research published in the Journal of Occupational Health Psychology. The structural argument on this page is based on the firsthand experience of CEREVITY clinicians who work with principals and executives, combined with publicly available materials. Specific contractual scopes, including any Business Associate Agreement, are confirmed in writing in the partnership agreement before a partnership goes live. Additional CEREVITY research is collected in the knowledge base.