The four places exposure usually hides.
Digital footprint
Home addresses, family members, schools, and routines visible through public records, data brokers, social media, and staff accounts.
Residences
Perimeter, access control, staff procedures, and response plans at your primary and secondary homes.
Travel and movement
The patterns in how you travel, commute, and appear in public that make your movements predictable.
People around you
Household staff, vendors, and advisors with access to your information, and how that access is managed.
Fourteen days, start to finish.
Most of the work happens without disrupting your household. We need about two hours of your time in total.
Confidential intake
A 45-minute conversation with a firm principal. NDA and engagement letter signed.
Research and site review
Open-source investigation across all four areas, plus a discreet walk-through of your primary residence.
Written brief
Findings ranked by risk, each with a specific recommendation and who should own it.
Debrief
We walk you through the brief. What you do next is entirely your decision, with us or without us.
One assessment, sized to the household.
A fixed fee, agreed in the engagement letter before any work begins. The method, timeline and written brief are the same at every size.
Principal
Digital footprint, primary residence walk-through, travel and movement patterns, and the people with access to your information. Written brief and debrief.
Family
Everything in Principal for each person, plus children’s routines and online presence, and one secondary residence reviewed remotely.
Family Office
Everything in Family, plus additional residences, household and office staff, vendor access, entities and aircraft or vessel registrations. Scope is set in writing after the intake call.
Families whose visibility has outgrown their security.
Before you ask.
Who sees the findings?
Only you, and anyone you name in writing. The brief is delivered encrypted, and our working notes are destroyed at the end of the engagement unless you ask us to retain them.
Do you need access to our home?
One walk-through of the primary residence, scheduled around you. Secondary homes can be reviewed remotely or added at your request.
Will staff or family know you are there?
Only if you choose to tell them. Most of the work is open-source research and does not involve your household at all.
What happens after the debrief?
Many clients implement the recommendations themselves or through existing staff. Others ask us to handle some or all of it. There is no obligation either way.
Can our family office or attorney coordinate it?
Yes. Many assessments are arranged by an advisor on the family’s behalf. We work under their direction and report to whoever you designate.
Start with a confidential conversation.
Choose whichever is easiest. Every channel reaches a firm principal directly, usually within fifteen minutes during business hours.
Received.
A principal will respond personally, usually within one business day.
If it is urgent, call 203-770-5461.
Strategic Advisory Group LLC · UEI RB1DKLRXV291 · CAGE 9QHB7 · VA DCJS 11-30268 · Serving Virginia & Washington, DC · For attorneys