The moments your clients mention in passing.
After a liquidity event
A sale, IPO, or inheritance that has made the family newly visible.
Unwanted contact
A strange message, a persistent individual, an approach to a family member.
Fraud or impersonation
Social engineering attempts on the family, staff, or the office itself.
Travel to higher-risk regions
Business or family travel where local conditions warrant planning.
A new residence
Purchase or construction, when security is cheapest to get right.
Three steps from introduction to engagement.
You make the introduction
A text, call, or email to a firm principal. Share only what the client has agreed to share.
We speak with the family
Usually the same day. Most begin with a Private Exposure Assessment: two weeks, fixed scope, written brief.
You stay informed
With the client’s written consent, we keep you updated so you can advise alongside us.
SAG manages the engagement
After the introduction, we work directly with the client. Scope, fees and communication are agreed between SAG and the family.
Confidential by default
We report only to whom the client designates in writing.
Fast, direct response
A firm principal replies personally, usually within fifteen minutes during business hours.
Licensed and credentialed
Former intelligence, special operations, and federal law enforcement. UEI RB1DKLRXV291 · CAGE 9QHB7 · VA DCJS 11-30268.
Resources we provide to partner firms.
Threat briefing for advisors
A 45-minute session for your team on the threats wealthy families face now, and how to spot them early.
Client exposure checklist
A one-page checklist you can share with clients, co-branded with your firm on request.
Quarterly partner brief
A short written update on emerging risks relevant to your client base.
Everything you need to make the introduction.
Nine referral triggers, a ready-to-send introduction letter, and a link to the exposure self-check that shows it came from your firm.
A family security day for your clients.
An invitation-only day at our training facility for you and a small group of client families. Hands-on protective driving, emergency medical care and verification drills led by Andrew Sullivan, our COO and a former DEVGRU (SEAL Team 6) operator, and an intelligence briefing from Joshua Alphonso, our CEO and a former NSA intelligence officer. Hosted for one partner firm at a time.
Before you ask.
Who manages the client after the introduction?
SAG does. Once introduced, the engagement is directly between SAG and the client.
Do I need the client’s permission to refer them?
Share only what the client has agreed to share. We speak with the family directly and report back to you only with their written consent.
What does the client pay?
Most families start with the Exposure Assessment: Principal $10,000, Family (up to three people) $20,000, Family Office from $25,000.
Book a briefing for your team.
Or introduce a client directly. Either way, you will speak with a firm principal.
See the Private Exposure Assessment · For attorneys
Strategic Advisory Group LLC · VA DCJS 11-30268 · Serving Virginia & Washington, DC