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
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.