CORPORATE SERVICES
Montrose Health Group delivers comprehensive support through its specialised vulnerable client training, strategic corporate advisory services, and restorative burnout retreats—equipping teams to identify risk, respond ethically, and maintain their own wellbeing while supporting others.
ENHANCED RISK MANAGEMENT
STRONGER COMPLIANCE
BETTER UNDERSTANDING OF VULNERABLE CLIENTS
IMPROVED CLIENT WELLBEING
VULNERABLE CLIENT TRAINING
Designed specifically for wealth managers, family lawyers, private banks, and football managers, our Vulnerable Client Training equips your team to:
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Identify early signs of mental health issues, addiction, or neurodiversity
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Assess risk accurately with sensitivity
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Apply internal escalation protocols correctly
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Communicate effectively and ethically
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Understand legal and regulatory obligations
VULNERABLE CLIENT GUIDE V.1
Our Vulnerable Client Guides are available here for professionals to access as a tool with practical guidance and tips to support vulnerable clients.
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CORPORATE ADVISORY SERVICES
Beyond education, we work with corporate leadership to build bespoke mental well-being frameworks, including:
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Audit of Current Capability – Identify gaps in policy, training, and support structures.
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Programme Design & Implementation – Co-create internal processes, referral systems, and staff training modules.
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Ongoing Support – Access to clinical consultations, resources, and refresher sessions.
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Incident Response & Crisis Support – Immediate expert advice and post-incident debriefs.
CORPORATE BURNOUT RETREATS
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Reduced stress and anxiety through mindfulness, nature, and digital detox.
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Improved emotional resilience by cultivating self-compassion and reflection.
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Better sleep and energy levels after stepping away from high-stress environments.
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Clearer thinking and decision-making after disconnecting from constant stimulation.
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Renewed creativity and problem-solving skills through novel experiences and a slower pace.
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Improved productivity by returning to work with a refreshed mind.
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Stronger interpersonal relationships through shared experiences and deep conversations.
