Private Client + Family Office Solutions

Legacy Protection. White Glove Service.

We help distinguished families and individuals protect their privacy, assets, and loved ones through independent, discreet security advice. Our boutique, white-glove approach delivers personalized recommendations tailored to your risks. We design strategies that integrate with your lifestyle, providing the dedicated attention and discretion that private wealth demands.

Residential Security

Our residential security assessments evaluate the physical, technical, and procedural protection of your properties, from perimeter and access control to video surveillance, alarms, and household practices. We identify vulnerabilities and deliver prioritized, practical recommendations, along with referrals to vetted vendors you contract with directly. Where a technical surveillance countermeasures (TSCM) sweep is warranted, we can identify qualified providers.

 

For families with multiple residences, we help establish consistent security standards across every property, so equipment and procedures are matched to your needs and simpler to manage, giving you confidence and peace of mind.

  • Assessment of Existing Properties + Security Design for New Properties, including:
    • Video Surveillance
    • Locks + Keys
    • Access Control
    • Intrusion Detection
    • Fire + Life Safety
    • Duress Alarms
    • Mail + Package Delivery & Screening
    • Safe Room
    • Barriers, Landscaping + Sightlines
    • Security Lighting
    • Backup Power
    • Art + Valuables Protection
  • Vendor Vetting and Contract Review
  • Background + Due Diligence Investigations (through a licensed investigative partner)
  • Family Emergency Plan Development
  • Electronic Sweep (TSCM) Provider Referrals

Cyber Readiness + Incident Navigation

Our cyber readiness and incident navigation services prepare you and your family before a cyber incident and guide you through one if it occurs. We develop a practical Family Cyber Incident Protocol, including wire fraud response steps and a quick-reference card, and brief family members and household staff on cyber hygiene, fraud and scam trends, and social media exposure, tailored to each generation.

 

Led by Kevin Walsh, former Director of Global Incident Command at a global cybersecurity firm, our team serves as your advisor and coordinator if a family member is compromised, helping you set priorities in the first critical hours and coordinating with financial institutions, legal counsel, insurance carriers, and law enforcement. Hands-on technical work, such as forensic analysis and remediation, is performed by an independent technical firm you choose and engage directly, so your interests remain the priority.

  • Family Cyber Incident Protocol
  • Wire Fraud Response Planning
  • Incident Navigation + Coordination
  • Cyber Hygiene + Fraud Awareness Briefings
  • Social Media + Digital Exposure Guidance
  • Tabletop Exercises
  • Vendor-Neutral Guidance on Device Monitoring + PII Removal
  • Vetted Technical Firm Referrals

Travel Risk Assessment

Our Travel Risk Assessment service helps you and your family travel informed and prepared. We assess destination conditions, transportation, lodging, and access to medical care, then provide a clear briefing and practical plan tailored to your itinerary and family.

 

We also equip your family with practical safety strategies for unfamiliar environments. Where on-the-ground support is warranted, such as local security or medical assistance, we identify vetted providers you can engage directly, so you can focus on your journey rather than your safety.

  • Destination Briefs + Assessments
  • Transportation + Lodging Risk Review
  • Medical Access + Contingency Planning
  • Family Travel Safety Education
  • Vetted Local Provider Referrals

Executive Protection Assessment + Development

Our Executive Protection Assessment + Development services help families create or strengthen their personal security arrangements. Our work begins with a risk profile of each principal, so recommendations reflect the actual risks your family faces. We evaluate existing protection teams, identify vulnerabilities, and advise on technology and personnel selection. For families establishing protection for the first time, we provide guidance on building a team that fits your needs and lifestyle.

 

Throughout, we focus on safety that preserves your family’s privacy, convenience, and peace of mind.

  • Principal Risk Profiles
  • Comprehensive Team Evaluations
  • Technology Review
  • Staffing Level Analysis
  • Vulnerability Identification
  • Executive Protection Team Development
  • Customized Security Recommendations
  • Ongoing Advisory Support

Training + Education

Our training programs turn the findings of your Executive Protection Assessment into practical skills and standardized procedures for your protection team. Whether developing current personnel or preparing new hires, we focus on professional development, technology training, and emergency preparedness, so your team delivers effective, consistent security as risks change.

  • Customized Training Programs
  • Standardized Security Processes
  • Advanced Skills Development
  • Emergency Preparedness Training
  • Cybersecurity Awareness and Education

Ready to start?

Step 1

Reach Out

Complete our contact form in detail. We will reach out within two business days to schedule a free discovery call to learn about your needs.

Step 2

Assess

Our experienced team conducts a comprehensive assessment of your current security measures. This detailed assessment forms the foundation for developing your customized protection strategy.

Step 3

Recommend

Following your assessment, we deliver a clear, prioritized roadmap and, where helpful, refer vetted vendors you engage directly, remaining available to advise as your team acts on the recommendations, with complete discretion throughout.

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