The moments your clients mention in passing.
After a liquidity event
A sale, IPO, or inheritance that has made the family newly visible.
Unwanted contact
A strange message, a persistent individual, an approach to a family member.
Fraud or impersonation
Social engineering attempts on the family, staff, or the office itself.
Travel to higher-risk regions
Business or family travel where local conditions warrant planning.
A new residence
Purchase or construction, when security is cheapest to get right.
Three steps, and your relationship stays yours.
You make the introduction
A text, call, or email to a firm principal. Share only what the client has agreed to share.
We speak with the family
Usually the same day. Most begin with a Private Exposure Assessment: two weeks, fixed scope, written brief.
You stay informed
With the client’s written consent, we keep you updated so you can advise alongside us.
We never solicit your clients
No cross-selling of anything outside security, and no approach to the family for other work.
Confidential by default
NDA before any work. We report only to whom the client designates in writing.
Fast, direct response
A firm principal replies personally, usually within fifteen minutes during business hours.
Licensed and credentialed
Former intelligence, special operations, and federal law enforcement. DCJS Business License 11-30268.
Resources we provide to partner firms.
Threat briefing for advisors
A 45-minute session for your team on the threats wealthy families face now, and how to spot them early.
Client exposure checklist
A one-page checklist you can share with clients, co-branded with your firm on request.
Quarterly partner brief
A short written update on emerging risks relevant to your client base.
Book a briefing for your team.
Or introduce a client directly. Either way, you will speak with a firm principal.