Private Client Advisory
Strategic advisory, protective intelligence, investigations, and executive protection for families and family offices managing complex personal and business risk.
Protecting More Than Assets
Family offices operate at the intersection of wealth, privacy, reputation, continuity, and security.
Travel, residential concerns, reputational pressure, family dynamics, executive transitions, and confidential business matters often overlap. We help families see the full environment, coordinate the right resources, and act without unnecessary exposure.
How We Support
Our work is built around discretion, judgment, and a clear understanding of the family’s priorities—not a predetermined service package.
Protective Intelligence
We identify concerning behavior, emerging threats, travel exposure, and reputation-related risks before they become disruptive.
Executive & Family Protection
Low-profile protection, secure transportation, residential coordination, and advance planning designed around the family’s routines and preferences.
Sensitive Investigations
Discreet investigative support for due diligence, internal concerns, reputational matters, and situations requiring independent fact development.
Discretion Is Operational
We combine intelligence, planning, and measured execution so risk is addressed with as little disruption and visibility as possible.
Typical Engagements
Preparing principals or family members for domestic or international travel
Evaluating residential, event, or executive exposure
Managing a sensitive investigation or reputational concern
Coordinating protection, transportation, and trusted specialists
Creating a unified response to an emerging family or enterprise risk
Why The Simon Agency
Our leadership brings decades of experience across investigations, protection, law enforcement, corporate leadership, and strategic advisory. Every engagement begins with careful assessment and remains focused on discretion, continuity, and the decisions the family must make.
Private. Thoughtful. Responsive.
Tell us what the family or family office is navigating. A senior member of our team will respond promptly.