Private Client and Family Office Services

Our security strategies provide the necessary personal protection clients request to enjoy a balanced, safe and secure lifestyle.

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Kroll provides a variety of security risk management services to family offices and high-net-worth individuals to ensure the integrity of information and security at home, in the office and while traveling abroad.

Our objective is to recommend a security strategy that provides the required level of personal protection to enable clients to enjoy a balanced, safe and secure lifestyle.

At Kroll, our experts hail from all walks of professional life including the intelligence community; federal, state and local law enforcement; specialized legal fields; finance and accounting; management consulting; and information technology to help protect our clients, their families and their property. With more than 70 offices located globally, we are a single point of contact for global comprehensive security and investigative solutions. Our goal is to reduce risks through preventive procedures while seamlessly integrating security into our clients’ lifestyles.

Threats to personal security and reputation can surface in varied and unexpected ways, including opportunistic street crime, targeted criminal planning, obsessive stalkers, extortion, blackmail, bribery, medical emergencies, accidents, fires and natural disasters.

Preventive Services as Diverse as Private Client Needs

Threat and Security Assessment

Our security methodology delivers a comprehensive and customized threat assessment of the risks you face. We assess the threat level by reviewing the amount of public exposure for you and your family, by evaluating any past security incidents and by interviewing employees and others who interact with you daily. We conduct on-site reviews of security and travel measures as well as review security-related policies at residences and offices.

Due Diligence

We conduct full-scale background investigations of financial partners, corporate entities and others you're considering placing your trust and confidence in.

Financial/Fraud Investigations

Our team of independent financial professionals offers fraud investigations and financial due diligence services.

Residential Security

We conduct a thorough evaluation of existing security measures and can offer customized security system designs that reflect sensitivity to architectural, lifestyle and aesthetic concerns.

Personal Security Training

We provide security awareness training for our private clients and staff. The comprehensive training includes instruction on identifying and avoiding potential threats and individual protective measures as well as defensive driving instruction.

Travel-related Risk Planning

Whether you are traveling domestically or internationally, you can count on us for a full range of services to address the risk of traveling in today’s world. We assess current safety plans, provide travel intelligence and train family members in travel security best practices.

Executive Protection Services

Our team of highly-trained professionals with law enforcement or military experience provide executive protection both internationally and domestically.

Crisis Response

We specialize in mitigating risk and helping clients protect their families, physical property and financial value. However, despite the best planning, a crisis can still occur. If it does, you can count on us to respond immediately and professionally.

Threat Management Services

Our staff of former prosecutors, law enforcement officers and security specialists can investigate the source of threats and provide advice on the most appropriate and effective ways to respond. Kroll’s experts will help you identify where you are on the threat continuum, help assess how likely a threat actor is at perpetrating violence, and directly intervene to mitigate threats to you, your family, your corporation or reputation. All Kroll’s efforts are rooted in best practice, guided by mental health professionals where needed, and carefully measured with other investigative and protective efforts to ensure your safety and security while addressing threat actors directly. We utilize a five-step approach for effective threat management:

  • Assess the threat
  • Investigate the threat
  • Review security and provide executive protection
  • Determine the response
  • Establish and execute an intervention plan

General Investigation

Internal theft and misappropriation of property are issues that affect many of our private clients. We conduct discreet, high-level internal investigations that include those requiring expert forensic accounting and cyber capabilities. Additionally, we provide high-level due diligence on potential business partners/entities, hedge fund managers and private investments.

Cyber Security

We provide a range of cyber security services to help ensure the integrity of information at home, in the office and while traveling worldwide. Kroll's full-service preventative offerings will put your networks in the strongest possible position while our expert response teams can act quickly if your data is breached, stolen or hacked.

Private Yacht and Aircraft Security

We have the experience, resources and trained personnel to provide direct security planning, logistical support and protection for private yachts and aircraft. Whether in port, hangar or in voyage, Kroll has the expertise to ensure your assets are always protected.

Case Study – High-Net-Worth and High-Risk Environment Executive Protection 

The CEO of a long-term client was attending a family wedding in Medellin, Colombia, with several members of their immediate family. The family had little experience in Colombia and no exposure to the threat environment, specifically in Medellin, for a highly recognizable high-net-worth individual. To better inform the CEO and their family, Kroll conducted an extensive background and threat briefing, highlighted known and reasonably perceivable threats/vulnerabilities and helped devise a plan for mitigation. 

The resort/hotel booked by the bride and groom was luxurious and picturesque but came with significant safety and security vulnerabilities that would have been costly to mitigate. Furthermore, the required mitigation would have been burdensome and obtrusive for such an event, so the client decided the risks outweighed the need to stay at the designated resort. Kroll worked with the CEO’s team to identify a resort nearby with a far better security footprint. This significantly reduced the executive protection resources needed to safeguard the CEO and their family and the overall cost of the engagement while maintaining proper levels of protection. 

*Kroll considers client privacy to be paramount and holds to strict client confidentiality guidelines.

Connect with us

Connect with us

Matthew J Dumpert
Matthew J. Dumpert
Managing Director, North America Practice Leader
Security Risk Management
New York
Nicholas Doyle
Nick Doyle
Managing Director and Regional Leader, EMEA and APAC
Security Risk Management

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