Unlocking Opportunity in the Longevity Economy
Longevity and demographic shifts are reshaping how we work, learn, and retire, with implications for organizational growth, relevance, and long-term value. Adapt with Intent works with boards and senior leadership teams to reframe assumptions, rethink strategy, and reimagine direction in a world shaped by longer, more dynamic lives.
Our mission

Who we are

Adapt with Intent is a strategic advisory firm working with boards and senior leadership teams to navigate the strategic implications of longevity.

Our insights are powered by a global network of leading longevity institutions, including Stanford Center on Longevity, Yale School of Management, and CoGenerate, alongside researchers and practitioners actively shaping the field.

We work with a select group of forward-thinking board and leadership teams who recognize that longevity is just a demographic shift, but a strategic imperative - and who want clarity and foresight to lead confidently in an era of longer, more dynamic lives.

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our offerings

What we do

Adapt with Intent works with boards and senior leadership teams to navigate the strategic implications of longevity across financial services, higher education, and workforce strategy.

Our engagements are designed to support decision-making at the highest level. Through boardroom briefings, leadership offsites, and high-trust advisory relationships, we provide the insight, perspective, and strategic clarity leaders need to respond thoughtfully - and confidently - to the opportunities of the longevity economy.

Whether leaders are seeking clarity, strategic direction, or momentum, our work meets them where they are without pushing beyond what their context requires.

The longevity economy is here. Leadership now depends on how thoughtfully institutions respond.

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In today's landscape of increased longevity and diverse age demographics, institutions and business leaders are presented with a profound opportunity: to pioneer fresh approaches that leverage the richness of a multigenerational society while simultaneously constructing vital infrastructure to support encore careers and lifespans reaching 100 years.

I love the pioneering work of Adapt with Intent, collaborating with leaders in higher education, financial services, and human capital. Simon is helping leaders shift their mindsets, rethink their customer and workforce strategies, and reimagine how to support extended careers and lives.
Portrait of Marc Freedman
Adapt with Intent stands out for their expertise in longevity and demographic shifts, taking a collaborative approach that transcends traditional consultancy. Adapt With Intent played a crucial role in collaborating with my leadership team to develop and pilot an innovative strategy that integrates intergenerational collaboration into our work-integrated learning models. I look forward to continuing our work with Simon as strategic partner to evolve the future of work and learning.
Portrait of Dr. Norah McRae
Simon is widely knowledgeable, creative, intuitive and always well prepared. Our audience enjoyed his candid storytelling and vulnerability as a facilitator. His passion for modernizing retirement systems to a more holistic approach is both cutting edge and practical across both the various generations and stakeholders in managing the next stages of life
Portrait of Kari Cardinale
When I retired almost 10 years ago after a successful 38-year career in financial services, I thought transitioning to retirement would be easy. After experiencing "retirement shock", I spent the next 6 years  researching retirement, resulting in a best selling book "Victory Lap Retirement" based on the realization that there is a new era of retirement emerging that is no longer full stop and requires planning beyond just the financials. I am thrilled to see the work that Adapt with Intent is doing with senior leaders in financial services and higher education to develop longevity strategies and create the structures and pathways I wish I had when I transitioned to retirement.
Portrait of Mike Drak
We engaged Adapt With Intent for a workshop to develop a united 'One Sun' vision of how retirement is evolving with the heads of marketing from our Canadian business unit.

The workshop exceeded our expectations & catalyzed a shift in our collective mindset. The experience fostered empathy among our team for the non-financial aspects of retirement and provided invaluable insights into the evolving nature of retirement. Through engaging discussions and thought-provoking exercises, Adapt With Intent helped us realize the necessity of modernizing our mindsets and institutional structures to support 100-year lives.

Simon has deep expertise in longevity and reframing retirement, and their workshop has set us on a path toward meaningful change and innovation.
Some of the clients we have helped

Organizations Adapting to the Future

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