When the question
falls outside your remit.

You do not need to become
the family’s clinical adviser.

Family-office leaders, trustees, lawyers, private bankers and executive assistants may be the first people asked to help when a mental health concern becomes urgent or complicated. Agents, managers and other professional representatives can face the same question. The responsibility can feel substantial while the boundaries remain unclear.

ARCSENA provides an appropriate point of contact for arranging professional input, making sense of care pathways and coordinating authorised practical support. Treating clinicians retain clinical responsibility.

A useful working relationship with the family office.

1. 01

   An initial professional conversation

   Explain the practical concern, who has asked for support and what the adviser is authorised to arrange.

2. 02

   Appropriate involvement

   Establish who the individual wants involved, which professionals should be consulted and where consent is needed.

3. 03

   A coordination brief

   Agree responsibilities, countries involved, cost approvals and the contacts who may handle appointments, travel or administration.

4. 04

   Practical reporting

   Agree which actions, dates and costs an authorised adviser needs to see. Clinical information follows its own permissions.

5. 05

   Changes in personnel

   Review access and responsibilities when an assistant, adviser, trustee or family-office team member changes. A handover should preserve useful continuity and remove outdated permissions.

Useful communication.
Appropriate restraint.

An adviser may need to know that travel is required, an appointment has been arranged or an invoice is ready for approval. They may not need to know the diagnosis, medication or content of a clinical consultation.

The scope of information sharing is agreed with the person concerned and reviewed as the situation evolves. A club, agency, employer or manager funding access does not automatically gain clinical access or control over treatment decisions. Payment, clinical consent and any authorised reporting are separate arrangements.

A defined role.
A person-centred relationship.

An introduction from an agent, manager or assistant can begin with a practical coordination need. The individual’s participation and permissions determine the appropriate next steps. The Office is accountable to the agreed care relationship, while treating clinicians retain responsibility for treatment.

A retainer can support the family over time; a defined-period engagement can address a particular transition. The brief identifies who is receiving care, who is funding the Office and who may handle practical decisions. Those roles can sit with different people.