Advisors & Fiduciaries

Last updated: 2026-03-05 · 6 articles

Behavioral health reference material for trustees, family offices, wealth advisors, and estate counsel. These articles address the questions that arise when a professional with financial or fiduciary responsibility, rather than a parent, is the one making or funding decisions about someone's care.

Coverage includes distribution decisions for beneficiaries in active addiction, family office crisis protocols, confidentiality limits under HIPAA and 42 CFR Part 2, and how to vet the consultants and case managers who operate in this market. For clinically oriented material, see levels of care, choosing treatment, and the parents and family guide.

• A Wealth Advisor's Guide When a Client's Family Member Is in Crisis
• Behavioral Health Case Management: Role, Scope, and Vetting
• Behavioral Health Protocols for Family Offices
• Private-Pay and Concierge Behavioral Health: What It Includes
• Therapeutic Consultants and Educational Consultants: How They Differ
• Trustee Obligations When a Beneficiary Has a Substance Use Disorder