Family Office Executive Protection
A cornerstone playbook for single- and multi-family offices — built around protective intelligence, multi-residence security, staff vetting, and integration with your existing COO, chief of staff, or CSO. Written and led by AMERINE founder Scott Jones, a former U.S. Secret Service Special Agent.
Why family offices need a different EP model
Corporate executive protection is built around a work-to-home movement pattern and a single principal. Family-office EP is built around a household — often across generations, often across multiple residences, and always with a wider vendor and staff surface than a corporate leader ever presents.
The threats we see land on family offices are rarely the dramatic scenarios that get boardroom attention. They are vendor-side compromises, adult-children social exposure, staff grievances that were never surfaced during hiring, and travel-side incidents at properties the family visits twice a year. A program that only puts an agent next to the principal misses every one of them.
The six pillars of a family-office protection program
We build every family-office engagement across these six pillars. Not every client needs all six on day one — but a mature program covers all six within twelve months.
Continuous social, dark-web, and public-records monitoring across the principal, spouse, adult children, and staff — with quarterly written briefings to the family office.
Program-level EP for the principal and dependents, staffed by former federal agents. Discreet by default; scalable up for public exposure moments.
Estate assessments, household-staff vetting, delivery/vendor screening, and layered response plans across primary, secondary, and tertiary residences.
Pre-trip risk profiles, ground-handling coordination, driver requirements, and written support responsibilities for international itineraries.
Background investigations, ongoing re-screening, and household-integration protocols so your third-party surface stops being your largest vulnerability.
Defined communications and escalation responsibilities that fit the existing family-office structure and report through its agreed chain of command.
Where is your family office today?
Three stages we see in the market. Identify the closest fit and the next move typically follows.
- What we typically see
- Driver-only coverage. No written threat assessment. Household staff hired via referral without formal background checks. No incident-response playbook.
- Next move
- Start with a written baseline assessment and household-staff re-vetting. Layer protective intelligence before adding agents.
- What we typically see
- Dedicated EP lead. Residential systems installed but not exercised. Multi-residence family with inconsistent posture across properties. Ad-hoc travel security.
- Next move
- Standardize across residences and staff. Introduce quarterly briefings, tabletop exercises, and pre-trip risk profiles by destination.
- What we typically see
- Multi-generational family office. Chief of staff or CSO in seat. Integrated with private aviation, wealth advisors, and legal counsel. Continuous protective intelligence.
- Next move
- Refresh threat models annually, audit vendors, and stress-test crisis response with counsel-privileged tabletops every 12–18 months.
Continue reading
Deeper resources connected to this program.
Family office executive protection FAQ
What does executive protection for a family office actually cover?+
A family-office program can be broader than a single principal's detail. Depending on the assessment and agreement, it may coordinate protective intelligence, residences, staff vetting, travel planning, and selected coverage. It should report through the same agreed chain of command as the family's other professional functions.
How do you integrate with an existing family-office COO, chief of staff, or CSO?+
We report through your chain of command, not around it. In practice that means named single point-of-contact on our side, monthly written status reports to the COO or chief of staff, incident-response protocols agreed in writing before an incident happens, and quarterly threat briefings your family office can present to the principal directly.
How is family-office EP different from a corporate C-suite program?+
Corporate programs are usually principal-and-spouse centric with a well-defined work-to-home movement pattern. Family-office programs cover multi-generational households, multiple residences, philanthropic exposure, and adult children with their own risk profiles. The threat surface is wider, the movement patterns are less predictable, and the reputational stakes of any incident are higher.
Do you work under attorney-client privilege or with outside counsel?+
Yes. Many family offices prefer that written products, threat briefings, and incident reports be routed through outside counsel to preserve attorney-client privilege and work-product protection. We routinely engage under that structure and can introduce ourselves through your counsel from the first call.
How do you protect the principals' privacy — including from your own team?+
The consultation identifies the client-facing lead, approved contacts, information boundaries, and communication method. Confidentiality and access requirements are documented for the engagement rather than assumed from marketing copy.
What is the typical engagement timeline?+
Timing depends on scope, locations, jurisdiction, provider requirements, and availability. The consultation confirms what assessment or planning is needed and establishes a written schedule before work begins.
Begin the Conversation
Ready to Discuss Your Security Requirements?
Begin with a confidential conversation about your requirements. The consultation can define an appropriate next step, scope, and written responsibilities.
What happens next
The first conversation confirms fit, the appropriate next step, and how any sensitive details should be exchanged.
Contact Information
Direct Line
+1 (281) 799-1877Secure Email
scott@amerineexecutivelogistics.comHeadquarters
Dallas–Fort Worth, Texas
Travel support considered by destination and scope
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