How to Use This Assessment
This template is designed for family office executives, security directors, and estate managers to conduct an initial security posture review. Complete each section honestly, rate your current capabilities, and identify gaps. The results will provide a roadmap for strengthening your family's security program — or serve as a briefing document for a professional security consultation.
Section 1: Residential Security
Perimeter security (fencing, gates, natural barriers) is adequate for all properties
CCTV coverage provides complete exterior visibility with no blind spots
Access control systems are in place (key cards, biometrics, or managed entry)
Alarm systems are monitored 24/7 by a professional monitoring service
Safe room or hardened area exists within the primary residence
Emergency response plan exists for home invasion, fire, and medical emergencies
All entry points (doors, windows, garage) are hardened or reinforced
Landscape design considers security (sight lines, concealment, lighting)
Security lighting covers all exterior areas including pathways and parking
Mail and package delivery is screened or conducted at a secondary location
Rate your residential security (1–5):
1 – Critical Gaps2 – Needs Work3 – Adequate4 – Strong5 – Excellent
Notes and identified gaps:
Section 2: Travel Security
Pre-travel intelligence briefings are conducted for international destinations
Secure ground transportation is arranged for high-risk travel
Hotel room security protocols are followed (floor selection, room sweep, secondary exits)
Emergency evacuation plan exists for every travel destination
Close protection is provided for travel to elevated-risk destinations
Family members' travel is tracked and supported with emergency contacts
Private aviation security protocols are in place (FBO coordination, ground-side security)
Medical evacuation insurance and protocols are current
Rate your travel security (1–5):
1 – Critical Gaps2 – Needs Work3 – Adequate4 – Strong5 – Excellent
Notes and identified gaps:
Section 3: Digital & Cyber Security
All family members use unique, complex passwords with a password manager
Multi-factor authentication is enabled on all financial and email accounts
Social media accounts are reviewed for location exposure and personal information
Family members' digital footprint has been audited (public records, data brokers)
Devices (phones, laptops, tablets) have current security software and encryption
Home network is segmented and secured (guest network, IoT isolation)
Dark web monitoring is active for family members' personal information
Household staff have been briefed on social engineering and phishing threats
Rate your digital security (1–5):
1 – Critical Gaps2 – Needs Work3 – Adequate4 – Strong5 – Excellent
Notes and identified gaps:
Section 4: Personnel & Household Staff
All household staff have undergone thorough background investigations
Background checks are refreshed periodically (annually recommended)
NDAs and confidentiality agreements are in place for all staff
Staff have been trained on emergency protocols and communication procedures
Termination procedures include credential revocation, key return, and exit interviews
Vendors and contractors are vetted before accessing the property
Rate your personnel security (1–5):
1 – Critical Gaps2 – Needs Work3 – Adequate4 – Strong5 – Excellent
Notes and identified gaps:
Section 5: Children & Family Members
School security has been evaluated and coordinated with protection programs
Authorized pickup lists are maintained and enforced at schools and activities
Children have age-appropriate security awareness training
Emergency communication plan exists for family members at different locations
Social media guidelines are in place for family members (especially teens)
Elderly family members' care facilities have been security-assessed
Rate your family member security (1–5):
1 – Critical Gaps2 – Needs Work3 – Adequate4 – Strong5 – Excellent
Notes and identified gaps:
Scoring Summary
| Section | Score (1–5) | Priority Level |
|---|---|---|
| Residential Security | ||
| Travel Security | ||
| Digital & Cyber Security | ||
| Personnel & Household Staff | ||
| Children & Family Members | ||
| Total Score | /25 |
Interpreting Your Score
| Score Range | Assessment | Recommended Action |
|---|---|---|
| 5–10 | Critical vulnerabilities exist | Engage professional security firm immediately for comprehensive assessment |
| 11–17 | Significant gaps need attention | Priority remediation of lowest-scoring areas; professional consultation recommended |
| 18–25 | Strong foundation with refinement opportunities | Annual professional review to maintain and improve posture |
Want a Professional Security Assessment?
This self-assessment identifies areas of concern. A professional assessment by AMERINE provides expert-level evaluation with actionable remediation plans tailored to your family's unique situation.
Request a Professional AssessmentOr call: (281) 799-1877