Keith Smith of Presage Global outlines a concise vetting guide for UHNW event security, emphasizing intelligence-led planning, unified command, and discreet protection that preserves both safety and reputation.

Family offices today face growing risks — from cyber threats and fraud to insider risks and reputational damage. This checklist offers a practical roadmap to identify vulnerabilities and strengthen resilience across ten key risk domains.

Family offices today operate in an increasingly complex risk environment — from cybersecurity breaches and financial fraud to insider threats and reputational crises. 

The executive protection (EP) industry is undergoing rapid transformation, driven by advancements in technology, shifting client expectations, and increasingly complex threats. 

Originally printed by Family Wealth Report in January 2024.

To defend against malicious actors and negative outcomes, family offices can use complex systems and a variety of tools...

Over 70% of family offices have not adequately "stress tested" their risk management plans through wargaming and tabletop exercises.

The article shows how multi-day UHNW events create compounding risks.
It highlights the need for holistic advance work, unified command, and proactive intelligence to ensure seamless security and a flawless guest experience.

Secure your family office from AI risks. Learn how to manage privacy, financial, legal, and reputational threats with expert-backed strategies.

Family office security isn’t about luck—it’s about preparation. Threat actors only need one opening, but you need airtight defenses every time. Complacency is the enemy of resilience.

Your family office’s greatest strengths are often what make you most vulnerable.

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