Referral Triggers
The moments clients mention in passing.
Any one of these usually makes a family more visible than its security was built for. Print this list or keep it beside your client review notes.
- 01A liquidity event, sale or IPO
- 02A divorce or contested estate
- 03A public lawsuit or high-profile matter
- 04A new estate, residence or major purchase
- 05A child leaving for college or traveling alone
- 06A press profile, award or gift announcement
- 07Unwanted contact, threats or a fixated individual
- 08New household staff or a new family office
- 09A move abroad or travel to a high-risk region
Introduction Letter
Copy, edit the brackets, send.
Dear [Client name], Given [the recent sale / your upcoming move / the matter we discussed], I would like to introduce you to Strategic Advisory Group, a licensed Virginia firm that advises families on privacy and physical security. Their principals come from national intelligence and special operations, and a principal handles every engagement personally. Most families start with their Private Exposure Assessment: two weeks, a fixed fee, and a written brief on what an outsider could learn about your family, homes and movements, with clear steps to close it. Nothing is shared with me unless you agree to it in writing. If you would like a quick sense of where you stand first, their 10-question self-check takes about three minutes: https://sagglobal.com/self-check You can reach them directly at 203-770-5461 or connect@sagglobal.com, or I can make the introduction. Best regards, [Your name]
Copied.
Self-Check Under Your Name
Send the self-check from your firm.
Add your firm name and the link tells us the result came from you. With the client’s consent, we keep you informed after they take it.
https://sagglobal.com/self-check