Advisory services for principals, families and EP teams.

Threat Assessment

A structured review of the threats facing a principal, family or organization, built from publicly available information and the details you choose to share.

What's included

• Review of public profile and exposure
• Public-source threat review for key locations
• Review of concerning communications you provide
• Threat categories ranked by likelihood and impact
• Recommended security measures
• Clear escalation guidance

Deliverable: Written threat assessment with prioritized recommendations, followed by a private briefing.

Residential & Facility Vulnerability Assessment

An on-site review of a residence, office or estate that identifies practical gaps across perimeter, access, systems, staff procedures and emergency readiness.

What's included

• Perimeter, approach and access review
• Doors, glazing, safe room and shelter options
• CCTV, alarm and access control coverage
• Staff, visitor and delivery procedures
• Lighting, landscaping and sightlines
• Emergency egress and assembly points

Deliverable: Vulnerability report with findings ranked by priority, cost and effort to remediate.

Event & Venue Security Assessment

A pre-event review of a venue, private gathering or public appearance, covering arrival, movement, crowd exposure and contingencies.

What's included

• Venue walkthrough and floor-plan review
• Arrival, departure and holding areas
• Crowd, media and access exposure
• Coordination with venue security
• Medical and evacuation routes
• Day-of timeline and decision points

Deliverable: Venue assessment and event security plan ready to share with your team.

Travel & Destination Security Assessment

A review of the security, health, political and logistical conditions at each destination, written around the principal's actual itinerary.

What's included

• Security and health conditions at the destination
• Neighborhood guidance for hotels and venues
• Local laws, customs and entry requirements
• Communications and connectivity planning
• Embassy and consulate information
• Low-profile travel guidance

Deliverable: Destination assessment with a one-page traveler summary.

Advance Reports

Detailed advance work for a specific trip or event: every location, route, contact and contingency documented for the team on the ground.

What's included

• Site surveys for each location
• Primary and alternate routes
• Hotel, venue and airport arrival plans
• Key contacts and local resources
• Medical facilities along the itinerary
• Contingency and safe-haven locations

Deliverable: Trip or event advance report formatted for the detail leader and team.

Secure Transportation & Route Planning

Planning for ground travel, from daily commutes to multi-city itineraries, with attention to vehicles, drivers, routes and timing.

What's included

• Route analysis with chokepoints noted
• Primary and alternate routes
• Vehicle and driver standards
• Pick-up and drop-off procedures
• Timing and pattern variation
• Ground transportation vendor review

Deliverable: Route and transportation plan with annotated maps.

Medical Emergency Planning

Medical readiness planning for residences, travel and events, so the right care is close and the path to it is already known.

What's included

• Nearest trauma centers and capabilities
• Routes and drive times to hospital care
• Medical evacuation options
• On-site medical kit recommendations
• Handling of the principal's medical information
• Coordination with your medical providers

Deliverable: Medical emergency plan for each location or itinerary.

Emergency Evacuation & Contingency Plans

Plans for leaving a residence, office, venue or city quickly and safely, agreed and understood in advance.

What's included

• Evacuation routes and rally points
• Shelter-in-place procedures
• When to evacuate and who decides
• Family and staff accountability
• Communications fallback plan
• Natural disaster and civil unrest scenarios

Deliverable: Evacuation and contingency plan with a quick-reference card.

Crisis & Incident Response Planning

A response framework for security, medical, reputational and travel incidents, with roles and first actions defined in advance.

What's included

• Incident types and severity levels
• Roles, responsibilities and contacts
• First-hour response checklists
• Family-office and corporate coordination
• Communications and notification flow
• Tabletop exercise design and facilitation

Deliverable: Crisis response plan and an after-action summary from the tabletop exercise.

Counter-Surveillance Awareness & TSCM Coordination

Awareness training for principals and staff, and coordination of technical surveillance countermeasures (TSCM) sweeps performed by qualified specialists.

What's included

• Surveillance awareness briefing
• Review of daily routines and predictability
• Digital exposure guidance
• TSCM scope definition
• Specialist selection and scheduling
• Review of sweep findings with you

Deliverable: Awareness briefing materials and a TSCM coordination summary.

EP Program Design & Audit

Design of a new executive protection program, or an independent audit of an existing one, measured against the principal's risk profile and the organization's goals.

What's included

• Risk profile and coverage model
• Staffing structure and roles
• Policies, SOPs and reporting
• Budget and resourcing review
• Training and readiness standards
• Corporate or family-office governance

Deliverable: Program design or audit report with a phased roadmap.

Security Systems & Vendor Review

An independent review of security technology and service vendors, so systems and contracts match the actual risk.

What's included

• CCTV, alarm and access control review
• Monitoring and response arrangements
• Vendor contracts and service levels
• Integration and coverage gaps
• Upgrade priorities and budget
• Specification support for bids

Deliverable: Systems and vendor review with prioritized recommendations.

EP Firm Selection & Introductions

Help selecting the right licensed protection provider when coverage is needed. We define the requirement, vet candidates and support you through selection. You contract directly with the firm you choose.

What's included

• Needs analysis and coverage requirements
• Shortlist of vetted, licensed firms
• License, insurance and reference checks
• RFP drafting and proposal review
• Interview support and scoring
• Onboarding oversight

Deliverable: Requirements brief, provider shortlist with findings, and a selection recommendation.

Retainer Advisory

Ongoing access to senior protective advice for principals, family offices and EP teams, scoped to the support you actually use.

What's included

• Priority access for questions and reviews
• Periodic program reviews
• Travel and event plan review
• Incident and decision support
• Team development guidance
• Annual risk review

Deliverable: Monthly or quarterly advisory summary and an annual risk review.