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Risk Advisory

Strategic advisory, risk assessment, contingency planning, and decision support for executives, boards, family offices, and organizations operating in high-consequence environments.

The Simon Agency helps organizations identify, assess, and manage operational, reputational, executive, and organizational risk before disruption occurs. We provide informed judgment, disciplined planning, and trusted coordination to support confident decision-making in complex environments.

Helping Organizations
Make Better Decisions
Before Risk Becomes
Disruption.

Risk is rarely limited to a single issue. It often involves operational, reputational, legal, financial, workplace, travel, and organizational considerations that influence critical decisions. The Simon Agency helps clients identify these factors early, assess their potential impact, and develop practical strategies before issues escalate into disruption.

How We Support

Clients

RISK ASSESSMENTS

    Identify vulnerabilities before they become operational problems.
  • Executive and organizational risk assessments
  • Leadership exposure evaluations
  • Public-facing risk reviews
  • Operational risk identification

THREAT ASSESSMENT

    Evaluate potential threats, concerning behaviors, and emerging risks before they escalate.
  • Threat intake and evaluation
  • Concerning behavior assessment
  • Workplace violence consultation
  • Response and mitigation planning

STRATEGIC ADVISORY

    Provide experienced guidance for complex decisions with operational, reputational, and organizational implications.
  • Executive and board advisory
  • Crisis planning
  • Operational decision support

PROTECTIVE PLANNING

    Develop coordinated strategies that reduce exposure and support safe, effective operations.
  • Protective planning and advance support
  • Travel and movement coordination
  • Secure logistics planning
  • Operational readiness planning

Experience Shapes Better Decisions.

Effective risk advisory requires more than theory. It requires judgment shaped by real-world experience, operational leadership, protective operations, investigations, and complex decision-making. The Simon Agency brings that perspective to organizations seeking clear guidance, disciplined planning, and practical strategies before risk becomes disruption.

How Clients Engage Us

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

  • Executive risk reviews and leadership assessments
  • Board and executive security briefings
  • Threat assessment and concerning behavior consultations
  • Workplace violence prevention and response planning
  • Executive travel and movement risk planning
  • Reputation-sensitive advisory and decision support
  • Protective planning for public-facing leaders
  • Organizational transition and executive succession support

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.