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Concierge Digital Security

Your wealth is
managed.
Your exposure
is not.

$26M

SIM swap losses, FBI 2024

82.6%

of phishing emails now AI-generated

73%

of data brokers re-list within 90 days

148%

surge in AI voice clone attacks

The Landscape

You face threats that
consumer security ignores.


01

SIM Swapping

Attackers bribe carrier employees to port your number. They intercept your two-factor codes. They drain your accounts. Every carrier offers protection — but it's opt-in, and it's off by default. Most families have never enabled it.

02

AI Voice Cloning

Three seconds of audio from a podcast, voicemail, or charity gala is enough to clone your voice. The distress call from your 'child' begging for an emergency wire transfer sounds exactly like them. Because it is them — synthesized.

03

Data Broker Exposure

Your home address, phone number, family members' names, and estimated net worth are listed on hundreds of public websites. Everything an attacker needs to target your household — aggregated, searchable, and sold for pennies.

04

Invisible Threats

Your Venmo transactions are public by default. MLS listing photos of your home persist forever online. Your fitness app routes trace directly to your front door. Your children's digital footprint starts before they can speak.

Your Digital Footprint

What attackers already know.
What you probably don’t.


Publicly accessible

    Home address from county property records
    Net worth estimates from data brokers
    Political donations over $200 via FEC
    Corporate officer filings and LLC registrations
    Aircraft tail numbers via FAA registry
    Yacht movements via AIS tracking

Overlooked exposure

    Venmo transactions — public by default
    EXIF metadata in photos — GPS coordinates embedded
    MLS listing photos — home layout, cameras, alarms visible
    Fitness app routes — traced to your front door
    Children's schools — inferred from geo-tagged posts
    Staff social media — photos of your home, your family

Services

Three tiers.
One standard of care.

Assessment

$3,500

one-time engagement

We find everything. We remove it. We harden your household.

  • 150+ data broker scan and removal
  • Dark web and public records audit
  • Password manager on all devices
  • Hardware security keys on accounts
  • SIM swap protection on every line
  • Family security protocols established

Guardian

$400

per month, per household

Continuous monitoring. Data brokers re-list within 90 days.

  • Dark web and breach monitoring
  • Quarterly broker re-scans and removal
  • Credit monitoring across all bureaus
  • Public records and court filing alerts
  • Quarterly review with your advisor
  • Coverage for up to 4 members

Sentinel

$850

per month, per household

A named advisor. Incident response in under an hour.

  • Everything in Guardian
  • Dedicated advisor, 2-hour response
  • SIM swap and account takeover response
  • Home network penetration testing
  • Digital estate and succession planning
  • Staff and travel security protocols

Process

Methodical. Thorough. Ongoing.


I

Introduction

Your wealth advisor, estate attorney, or CPA introduces us. We work alongside your existing advisory team.

II

Assessment

We map every digital exposure — data brokers, public records, dark web, social media — and deliver a comprehensive report.

III

Remediation

Systematic removal. Device and account hardening. Family security protocols. Everything configured and documented.

IV

Ongoing Monitoring

Continuous monitoring. Quarterly reviews. Incident response when seconds matter.

Engagements

Anonymized. Instructive.


A family office managing $200M discovered the principal's home address listed on 47 data broker sites — alongside children's names and estimated net worth.

All 47 listings removed within 45 days.

After a SIM swap attempt, a business owner's $2.4M brokerage account was secured within 15 minutes through incident response protocol.

Zero dollars lost. Carrier security hardened the same day.

A late father's identity was used to open 6 fraudulent credit accounts within weeks of his obituary. Referred by the estate attorney.

All accounts closed. Credit frozen. IRS notified.

For Wealth Advisors

The missing piece of
comprehensive wealth management.


Your clients face targeted digital threats that generic security products can’t address. We help you proactively reduce their exposure — and differentiate your practice from every other advisor who only manages money.

You make the introduction. We handle everything. Your client stays monitored. You stay indispensable.

Co-branded materials

Threat landscape reports and security checklists with your firm's branding. Ready for annual reviews.

Warm handoff

You introduce, we execute. Monthly status updates keep you informed without adding to your workload.

Referral partnership

Revenue share on referred clients. First three referrals receive complimentary assessments.

Begin

Learn what the internet
knows about you.

A confidential consultation to assess your family’s digital exposure. No obligation. No sales pressure. Just clarity.

All consultations are confidential