The Fiduciary's Guide to Behavioral Health
Legal & Financial Analysis for Trust Professionals

Directory of Private Fiduciary Services

A curated directory of professional firms and organizations with demonstrated expertise at the intersection of fiduciary responsibility and behavioral health. Inclusion in this directory does not constitute endorsement; families and professionals should conduct independent due diligence before engaging any provider.

Trust Companies and Private Fiduciary Firms

The following trust companies and private fiduciary firms have established practices serving families with behavioral health considerations. These firms typically offer professional trustee services, trust administration for complex beneficiary situations, and coordination with clinical advisors and care management professionals.

Northern Trust

One of the largest private trust companies in the United States, Northern Trust provides fiduciary services to ultra-high-net-worth families through its Wealth Management division. The firm has developed internal expertise in administering trusts with behaviorally complex beneficiaries, including coordination with external clinical advisors. Northern Trust serves as trustee for trusts with assets ranging from several million to several billion dollars and maintains offices in major metropolitan areas including Chicago, New York, Los Angeles, and Palm Beach. Their Special Needs Trust administration practice includes experience with beneficiaries who have substance use disorders.

Bessemer Trust

A multifamily office and trust company serving families with investable assets of $10 million or more, Bessemer Trust provides comprehensive fiduciary services including trust administration, estate settlement, and family governance advisory. The firm's trust officers have experience coordinating with behavioral health professionals in the administration of trusts for complex beneficiary situations. Bessemer Trust maintains offices in New York, Palm Beach, Miami, San Francisco, and other major wealth centers.

Wilmington Trust

Wilmington Trust, a subsidiary of M&T Bank Corporation, provides institutional trustee services with a focus on complex trust structures. Their Wealth Advisory group has experience with trust administration involving behavioral health considerations, including incentive trust provisions, clinical advisor coordination, and structured distribution frameworks. The firm maintains a national practice with particular strength in the mid-Atlantic and Southeast regions.

Care Management and Clinical Advisory Firms

These firms provide clinical advisory services to fiduciaries, family offices, and families managing behavioral health situations. They bridge the gap between the financial and clinical dimensions of trust administration and family management.

O'Connor Professional Group

Founded in 2008, O'Connor Professional Group is a behavioral health care management firm serving ultra-high-net-worth families and their advisors. The firm provides clinical case management, treatment placement, and ongoing monitoring for families dealing with substance use disorders, mental health conditions, and other behavioral health challenges. OPG works directly with trustees, family office principals, and estate attorneys to coordinate trust administration with clinical care.

Sober Companion and Recovery Support Providers

For fiduciaries funding recovery support services, several firms provide professional sober companion and recovery coaching services at a level appropriate for high-net-worth clients. Coast Health Consulting provides sober companion placement and care coordination services with a focus on discretion and clinical quality. The International Association of Professional Recovery Coaches (IAPRC) maintains a directory of certified professionals. The Association of Intervention Specialists Certification Board provides credentials for intervention professionals who may facilitate treatment engagement.

Legal Professionals

Attorneys with expertise at the intersection of trust and estate law and behavioral health include members of the following organizations.

American College of Trust and Estate Counsel (ACTEC)

ACTEC is an invitation-only professional organization of approximately 2,400 trust and estate attorneys. ACTEC Fellows have distinguished themselves through their contributions to the field and are generally recognized as leaders in trust and estate law. The organization has published commentary on trust administration for beneficiaries with behavioral health conditions and maintains study committees that address emerging issues in this area.

National Academy of Elder Law Attorneys (NAELA)

While focused primarily on elder law, NAELA members frequently address guardianship, conservatorship, and protective arrangements that intersect with behavioral health concerns. NAELA's Certified Elder Law Attorney (CELA) designation identifies attorneys with demonstrated expertise in these areas.

National Organization of Professional Fiduciary Associations

This umbrella organization connects state-level professional fiduciary associations and provides resources for professional fiduciaries, including those who serve beneficiaries with behavioral health conditions. Professional fiduciary associations in California, Florida, Texas, and other states maintain directories of their members and enforce standards of practice.

Research and Professional Development Resources