We can help you create a robust security environment with services that include threat assessments, policy review and development, and master planning.

Security decisions you make today can determine your organization’s security and resilience for years to come. Our comprehensive security consulting services enable you to feel more confident about the actions you take to protect your family office, employees, operations, facilities, and assets.

Security Master Plans


Good security risk management begins with a master plan — a vision of the security department, its roles and responsibilities, and how it fits into the overall organization. We have found that security is more effective when you look at your organization as a whole. We address all aspects of security planning simultaneously to provide our clients with a security master plan that serves as a coordinated and cohesive security solution.

Security Program Assessment


Our executive-level security leaders tailor security programs to our clients’ various needs, operational cultures, organizational priorities and overall preferences. Maintaining a fully functional security program is a delicate balance and we know there is no “one size fits all” solution. We take the time to learn your culture, talk with your people, review the growth patterns of your organizational components, connect with your clients/customers when needed and offer expert analysis on the health of your program, efficiencies of processes and applicability of technology, personnel expertise and third-party support when needed.

Security Audits


Security measures are of little use if they are not enforced. A security audit assesses how effectively your organization’s security policies are being implemented. Our audits will show you where gaps and vulnerabilities might exist in your current systems and procedures.

We have the global resources to uncover where weaknesses and security gaps exist throughout your organization and identify noncompliance issues. We can help you establish a balanced and effective security risk management program that you can be comfortable and confident with.

Security Training Services


Our trainings can encompass broad points of view to narrow solution-oriented presentations to meet the challenges of specific business units. We work with institutions to understand their needs and what training they need, then customize presentations around the staff, facility and risk. Our work is tailored directly to each client for those purposes.