Family Offices
Strategic advisory, protective intelligence, investigations, and executive protection for families, family offices, and privately held enterprises managing complex personal and business risk.
Family offices operate at the intersection of wealth, privacy, reputation, and security. The Simon Agency provides intelligence-driven advisory services that help families identify risk, protect assets, and make informed decisions while preserving discretion and continuity.
Protecting More Than Assets
Family offices routinely manage issues extending far beyond financial oversight. Travel, residential security, reputational concerns, executive transitions, family dynamics, and confidential business matters often require coordinated investigative, intelligence, and protective capabilities working together. Our role is to help anticipate problems before they become crises.
How We Support
Family Offices
PROTECTIVE INTELLIGENCE
- Threat Monitoring
- Travel Intelligence
- Residential Risk Reviews
- Executive Intelligence Briefings
CORPORATE INVESTIGATIONS
- Due Diligence
- Background Investigations
- Internal Family Office Investigations
- Vendor & Partner Vetting
EXECUTIVE PROTECTION
- Residential Security Planning
- Family Travel Support
- Executive Protection Coordination
- Secure Transportation Advisory
Typical Engagements
- Family office due diligence
- Residential risk assessments
- Executive and family travel planning
- Protective intelligence monitoring
- Domestic staff background investigations
- Private event security planning
- Reputation-sensitive investigations
- Vendor and business partner vetting
Why The Simon Agency
Our leadership combines decades of experience in law enforcement, investigations, executive protection, organizational leadership, and strategic advisory services. Every engagement begins with disciplined assessment, thoughtful planning, and trusted execution.
Related Services
Protective Intelligence →
Corporate Investigations →
Executive Protection →
Protecting Families Requires More Than Security
Whether supporting a family office, preparing for international travel, managing sensitive investigations, or coordinating executive protection, every engagement begins with a confidential conversation focused on discretion, trust, and long-term risk management.