SAG Strategic Advisory Group
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The First Engagement

The Private Exposure Assessment

In two weeks, we find what an adversary could learn about your family, your homes, and your movements, and we tell you exactly what to do about it.

Duration
Two weeks
Deliverable
Written brief
Debrief
In person or secure call
Fee
Quoted in writing
Request an Assessment

Confidential. Engagement letter and NDA before any work begins.

What We Examine

The four places exposure usually hides.

01

Digital footprint

Home addresses, family members, schools, and routines visible through public records, data brokers, social media, and staff accounts.

02

Residences

Perimeter, access control, staff procedures, and response plans at your primary and secondary homes.

03

Travel and movement

The patterns in how you travel, commute, and appear in public that make your movements predictable.

04

People around you

Household staff, vendors, and advisors with access to your information, and how that access is managed.

How It Works

Fourteen days, start to finish.

Most of the work happens without disrupting your household. We need about two hours of your time in total.

Day 1

Confidential intake

A 45-minute conversation with a firm principal. NDA and engagement letter signed.

Days 2–10

Research and site review

Open-source investigation across all four areas, plus a discreet walk-through of your primary residence.

Days 11–13

Written brief

Findings ranked by risk, each with a specific recommendation and who should own it.

Day 14

Debrief

We walk you through the brief. What you do next is entirely your decision, with us or without us.

Who It Is For

Families whose visibility has outgrown their security.

A liquidity event, sale, or public filing has put your name in the press.
Your children are now online, at school, or travelling independently.
You have received unwanted attention, a strange message, or a contact you cannot place.
You are buying or building a new residence.
Your advisor, attorney, or family office has suggested it.
Questions

Before you ask.

Who sees the findings?

Only you, and anyone you name in writing. The brief is delivered encrypted, and our working notes are destroyed at the end of the engagement unless you ask us to retain them.

Do you need access to our home?

One walk-through of the primary residence, scheduled around you. Secondary homes can be reviewed remotely or added at your request.

Will staff or family know you are there?

Only if you choose to tell them. Most of the work is open-source research and does not involve your household at all.

What happens after the debrief?

Many clients implement the recommendations themselves or through existing staff. Others ask us to handle some or all of it. There is no obligation either way.

Can our family office or attorney coordinate it?

Yes. Many assessments are arranged by an advisor on the family’s behalf. We work under their direction and report to whoever you designate.

Request an Assessment

Start with a confidential conversation.

Choose whichever is easiest. Every channel reaches a firm principal directly, usually within fifteen minutes during business hours.

Text 203-770-5461 Call 203-770-5461 Email connect@sagglobal.com

Strategic Advisory Group LLC · DCJS Business License 11-30268