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Executive Risk Advisory

Strategic advisory, risk assessment, protective planning, and decision support for executives, boards, family offices, and organizations facing complex operational risk.

The Simon Agency helps leaders anticipate operational, reputational, and personal risk before disruption occurs. Our advisory work supports executives, boards, legal counsel, family offices, and public-facing leaders who require informed judgment, disciplined planning, and trusted coordination.

Helping Leaders Make Better Decisions Before Risk Becomes Disruption

Executive risk is rarely limited to physical security. It often involves reputation, workplace concerns, travel exposure, public visibility, legal sensitivity, organizational disruption, and incomplete information. The Simon Agency helps clients understand these issues early, assess their potential impact, and develop practical strategies before conditions escalate.

How We Support

Executive Risk

EXECUTIVE RISK REVIEWS

  • Executive risk assessments
  • Leadership exposure reviews
  • Public-facing risk evaluations
  • Risk mitigation planning

THREAT ASSESSMENT

  • Threat intake and review
  • Concerning behavior assessment
  • Workplace violence risk considerations
  • Escalation and response planning

STRATEGIC ADVISORY

  • Board and executive advisory
  • Crisis planning
  • Reputation-sensitive decision support
  • Operational risk consulting

PROTECTIVE PLANNING

  • Executive travel risk planning
  • Movement and itinerary reviews
  • Protective intelligence support
  • Security posture recommendations

Advisory Built Around Real-World Risk

Executive risk advisory requires more than theory. It requires judgment shaped by investigations, protective operations, organizational leadership, crisis response, and high-consequence decision-making. The Simon Agency brings that perspective to clients who need clear guidance, discreet planning, and coordinated support when risk has operational, legal, reputational, or personal consequences.

Example Client Engagements

Every engagement is tailored to the client’s environment, leadership structure, risk profile, and operational priorities. Common executive risk advisory engagements include:

  • Executive risk reviews for senior leadership
  • Board-level security and risk briefings
  • Threat assessment support involving concerning behavior
  • Workplace violence risk planning
  • Executive travel and movement planning
  • Reputation-sensitive advisory matters
  • Protective planning for public-facing executives
  • Risk support during executive transitions or organizational change

Speak With Our Team About Executive Risk

Whether your organization is facing a sensitive threat concern, leadership exposure issue, travel risk, workplace concern, or complex operational challenge, every engagement begins with a confidential conversation.