Private Client and Family Office Services
Manage the risks that attend wealth and prominence with strategies that balance lifestyle, privacy and convenience.
Ensure your family and home are protected with best-in-class technical and physical security.
A residence’s physical and technical security are crucial priorities for almost every private client. While all families make different choices based on their personal preferences with respect to privacy, cost and convenience, most desire a high level of assurance that they are safe and secure in their home and have taken prudent steps to prevent harm or mitigate its impact. For many private clients, this desire to take a prudent approach to physical and technical security also extends to their family offices and businesses.
Create a line of defense that protects your family and personal information from unauthorized access, use, disclosure, disruption, modification, perusal, inspection, recording or destruction.
Today’s technically agile world puts new demands on private clients and their family offices to be aware and proactive in protecting the transmission and storage of sensitive financial, business and personal information. Digital connectivity brings unique security challenges for private clients and family offices as your data becomes the target of predators.
Uncover critical information before hiring personal assistants or household staff, committing to new business opportunities or selecting financial advisors.
The security of your family and your home depends upon knowing who you allow into your residence and onto your grounds. It also can depend upon knowing about individuals with whom you are considering engaging as an advisor or a business partner. VALORTEC investigators and research analysts specialize in managing “insider risk” by undertaking due diligence and background investigations for private clients and family offices in the U.S. and around the world.
Develop a family emergency plan aligned with risks ranging from severe weather events to an act of violence in your neighborhood.
VALORTEC experts can help identify the emergencies that arise through acts of nature or of humanity and put your home at risk. A family emergency plan aligned with risks facing your neighborhood allows you to be ready for a wide range of scenarios.
Prevent harm to you and your family by assessing a person’s potential for violence and managing the risk.
When a threat of violence first surfaces – to you, your family, your employees or others – three behavioral threat assessment priorities become urgent and critical. The first is determining whether the individual poses a threat of violence. The second is assessing the person’s potential for violence. And the third is employing best practices to increase security and actively manage the threat by integrating and coordinating critical involvement by multiple parties.
Protect yourself and your family with the highest level of customized security support.
This program provides private clients with the highest level of customized security support. Delivered through a relationship-based support model, it includes around-the-clock access to a primary VALORTEC Advisor on a priority, on-demand basis. This ensures continuity and integration across all projects in support of the family.