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Sample Brief

What the Exposure Assessment delivers.

A redacted excerpt of the written brief. The family and every finding below are fictional. The format, ranking and level of detail match what clients receive.

Private Exposure AssessmentConfidential · Illustrative sample
Prepared for
The family
Size
Family · 3 people · 2 residences
Lead principal
Overall rating
Elevated

Summary

Someone with no inside access could identify the family’s primary residence, a child’s weekly schedule and the family’s private flights from public sources in under a day. Three findings are rated High. All three can be closed within 30 days without changing how the family lives.

Findings, ranked

01HighResidences

Primary residence traceable by name

County property records list the residence under an LLC whose registered agent is the family office address, . A name search reaches the house in two steps.

Recommendation

Restructure title and registered agent with estate counsel so no filing leads back to the family or the office.

Owner  Estate counselTiming  30 days
02HighDigital footprint

Data-broker profiles on four of five household members

Current address, two mobile numbers and named relatives appear on broker sites, including the principal’s mother at .

Recommendation

Formal opt-outs on every listing, then quarterly checks, because removed profiles repopulate.

Owner  SAGTiming  14 days, then quarterly
03HighPeople around you

Daughter’s school and weekly schedule can be inferred

Teammates’ public posts tag the club and training ground. The club roster lists her by full name with .

Recommendation

Roster removal request to the club, family guidance on tagging, and a short conversation with the coach.

Owner  Family, with SAGTiming  7 days
04ElevatedTravel and movement

Aircraft registration linked to the residence

The tail number is registered to an entity sharing the residence LLC’s agent. Twelve months of flight history to are public.

Recommendation

Re-register through a separate entity and enroll the aircraft in the FAA’s privacy programs.

Owner  Aviation managerTiming  45 days
05ElevatedPeople around you

House manager’s profile names the employer

A public professional profile lists “Estate Manager, Family” and includes photographs taken on the property.

Recommendation

Written social media guidance for all household staff, signed at onboarding and reviewed annually.

Owner  Family officeTiming  30 days
06ModerateTravel and movement

Gala listings publish attendance in advance

Two charity events listed the principal and spouse as hosts weeks ahead, with the venue and table.

Recommendation

Ask organizers to publish names after the event, or without hosts’ names.

Owner  Executive assistantTiming  Ongoing

The full brief also includes the source and screenshot behind every finding, residence walk-through notes, a 90-day plan, and the debrief with a firm principal.

Request an Assessment

Get the real brief for your family.

Principal $10,000 · Family $20,000 · Family Office from $25,000. A principal calls you to confirm scope.

What happens next: a principal calls you to confirm scope and send a written proposal, usually within one business day. Nothing is shared outside SAG.

Or reach a principal directly
Text 203-770-5461 Call 203-770-5461 Email connect@sagglobal.com

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