Advisors are often the first to hear that a client feels exposed: a liquidity event, a public filing, a move, a family member travelling, or unwanted attention online. AMERINE gives private wealth teams one discreet place to send that conversation. Engagements are led by founder Scott Jones, a former U.S. Secret Service Special Agent. How the referral works: You introduce: a short note or the confidential referral form on this page. No client file is needed. AMERINE handles the client directly. Scoping, fees and terms are discussed with the client, not through you. You stay informed only with the client's consent. If the client agrees, we confirm to you that contact was made and keep you updated at the level they choose. The confidential Phase One security assessment: Most referred relationships begin with a Phase One assessment: a structured review of the family's current exposure and the gaps that matter most. Review of residences, routines, travel patterns and public information exposure. Written findings and prioritised recommendations in plain language. A clear view of options: from remediation the family handles themselves to selective coverage or an ongoing program. Confidentiality: Inquiry and assessment details are handled on a need-to-know basis. We never share inquiry details, and we do not use client or advisor names in marketing. Information shared with the advisor's firm is limited to what the client authorises. Who refers: Private bankers, wealth managers, multi-family and single-family office teams, trust officers and the advisors who coordinate a family's outside professionals. We never share inquiry details.
No. A name and the best way to reach the client, or a request for the client to contact us, is enough. AMERINE then speaks with the client directly.
Only with the client's consent. If the client agrees, we confirm contact and share updates at the level they choose.
A structured review of the family's current exposure with written findings and prioritised recommendations. Scope and deliverables are confirmed in writing before work begins.
Referral arrangements, if any, are confirmed in writing per relationship and must fit the advisor's own compliance rules. Pricing is not published on this site.
AMERINE Executive Logistics is a discreet executive protection firm founded by Scott Jones, a former U.S. Secret Service Special Agent (1998–2015). We deliver close protection, secure transportation, residential security, travel security, and protective intelligence for UHNW families, corporate executives, and family offices. Location, availability, and services are confirmed in writing. Texas Private Security License No. C31012001.
(281) 799-1877 · scott@amerineexecutivelogistics.com · Request a confidential consultation