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Private Client and Family Office Consulting

Private Client and Family Office Consulting

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  • Residential Physical and Technical Security

    Ensure your family and home are protected with best-in-class technical and physical security.

    A residence’s physical and technical security are crucial priorities for almost every private client. While all families make different choices based on their personal preferences with respect to privacy, cost and convenience, most desire a high level of assurance that they are safe and secure in their home and have taken prudent steps to prevent harm or mitigate its impact. For many private clients, this desire to take a prudent approach to physical and technical security also extends to their family offices and businesses.

     

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  • Cyber and Information Security

    Create a line of defense that protects your family and personal information from unauthorized access, use, disclosure, disruption, modification, perusal, inspection, recording or destruction.

    Today’s technically agile world puts new demands on private clients and their family offices to be aware and proactive in protecting the transmission and storage of sensitive financial, business and personal information. Digital connectivity brings unique security challenges for private clients and family offices as your data becomes the target of predators.

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  • Background Investigations

    Uncover critical information before hiring personal assistants or household staff, committing to new business opportunities or selecting financial advisors.

    The security of your family and your home depends upon knowing who you allow into your residence and onto your grounds. It also can depend upon knowing about individuals with whom you are considering engaging as an advisor or a business partner. Hillard Heintze investigators and research analysts specialize in managing “insider risk” by undertaking due diligence and background investigations for private clients and family offices in the U.S. and around the world.

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  • Family Safety and Emergency Readiness

    Develop a family emergency plan aligned with risks ranging from severe weather events to an act of violence in your neighborhood.

    Hillard Heintze experts can help identify the emergencies that arise through acts of nature or of humanity and put your home at risk. A family emergency plan aligned with risks facing your neighborhood allows you to be ready for

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  • Threat Assessment and Management

    Prevent harm to you and your family by assessing a person’s potential for violence and managing the risk.

    When a threat of violence first surfaces – to you, your family, your employees or others – three behavioral threat assessment priorities become urgent and critical. The first is determining whether the individual poses a threat of violence. The second is assessing the person’s potential for violence. And the third is employing best practices to increase security and actively manage the threat by integrating and coordinating critical involvement by multiple parties.

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  • Signature Private Client Program

    Protect yourself and your family with the highest level of customized security support.

    Signature Private ClientSM status brings a wealth of benefits:

    -The highest level of support through a relationship-based support model
    -Around-the-clock access to a primary Hillard Heintze Signature Advisor on a priority, on-demand basis
    -Continuity and integration across all your past and current Hillard Heintze projects in support of the family

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Ensure your family and home are protected with best-in-class technical and physical security.

A residence’s physical and technical security are crucial priorities for almost every private client. While all families make different choices based on their personal preferences with respect to privacy, cost and convenience, most desire a high level of assurance that they are safe and secure in their home and have taken prudent steps to prevent harm or mitigate its impact. For many private clients, this desire to take a prudent approach to physical and technical security also extends to their family offices and businesses.

 

Read More

Create a line of defense that protects your family and personal information from unauthorized access, use, disclosure, disruption, modification, perusal, inspection, recording or destruction.

Today’s technically agile world puts new demands on private clients and their family offices to be aware and proactive in protecting the transmission and storage of sensitive financial, business and personal information. Digital connectivity brings unique security challenges for private clients and family offices as your data becomes the target of predators.

Read More

Uncover critical information before hiring personal assistants or household staff, committing to new business opportunities or selecting financial advisors.

The security of your family and your home depends upon knowing who you allow into your residence and onto your grounds. It also can depend upon knowing about individuals with whom you are considering engaging as an advisor or a business partner. Hillard Heintze investigators and research analysts specialize in managing “insider risk” by undertaking due diligence and background investigations for private clients and family offices in the U.S. and around the world.

Read More

Develop a family emergency plan aligned with risks ranging from severe weather events to an act of violence in your neighborhood.

Hillard Heintze experts can help identify the emergencies that arise through acts of nature or of humanity and put your home at risk. A family emergency plan aligned with risks facing your neighborhood allows you to be ready for

Read More

Prevent harm to you and your family by assessing a person’s potential for violence and managing the risk.

When a threat of violence first surfaces – to you, your family, your employees or others – three behavioral threat assessment priorities become urgent and critical. The first is determining whether the individual poses a threat of violence. The second is assessing the person’s potential for violence. And the third is employing best practices to increase security and actively manage the threat by integrating and coordinating critical involvement by multiple parties.

Read More

Protect yourself and your family with the highest level of customized security support.

Signature Private ClientSM status brings a wealth of benefits:

-The highest level of support through a relationship-based support model
-Around-the-clock access to a primary Hillard Heintze Signature Advisor on a priority, on-demand basis
-Continuity and integration across all your past and current Hillard Heintze projects in support of the family

Read More

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