The AMERINE Process
Most clients arrive at AMERINE unsure exactly what they need. That is a normal starting point — not a problem. This page walks through the seven-step process we use for every engagement, from a first confidential call to the after-action review, so you know exactly what to expect before you pick up the phone.
Our doctrine is simple: assess the situation first, then deploy the smallest credible footprint that closes the risk. Never a tactical or uniformed presence for its own sake. Never a program larger than the protectee's life warrants.
A note on confidentiality: please share only the general nature, location, and timing of the need on the first call or web form. Sensitive itineraries, residence details, and specific threat information belong on a secure channel we will set up together after initial contact — never in ordinary email or an open form.
The engagement model
These four stages provide a framework rather than a promised sequence. An engagement may remain at assessment or advisory work, move to selective coverage, or support an ongoing relationship. Scope, timing, and terms are confirmed during consultation.
We begin with a structured look at the current picture: exposure in digital and public-record sources, the residence and its immediate environment, travel and routine patterns, and whatever protective measures already exist. The output is a written view of findings and priorities, at a level of detail agreed in advance.
Findings can inform a prioritised plan. Recommendations may address published information, access and key control, routines, or how staff and vendors are handled before protective coverage is considered.
Where the assessment supports it, coverage is applied to the specific windows that carry the exposure: a trip, an appearance, a proceeding, a transition. Coverage is scoped to those windows rather than applied continuously by default.
For principals whose exposure is persistent, the arrangement becomes an ongoing program with a single point of accountability, an agreed reporting cadence, and periodic review as circumstances change.
Two ways to engage
A consulting engagement for one defined trip can provide planning and advisory work only. Scope, deliverables, schedule, and responsibilities are confirmed in writing before work begins.
It does not imply flight booking, visas, insurance, monitoring, protective deployment, transportation, or execution.
Discuss one tripFor recurring needs, the agreement can establish continuity, approved contacts, planning protocols, and a review cadence. Services, access, timing, and terms are governed by the signed agreement.
Review Subscription AgreementsOnce the scope is confirmed in writing, each trip or program runs through the same sequence.
Your office deals with one detail lead. That person coordinates with your executive assistant, personal assistants, flight management company, pilots and household staff. You do not need to manage our agents, vendors or vehicles separately.
We work on open dialogue. If you want to know why we chose a route, positioned an agent where we did, recommended a second vehicle or declined a request, ask us. You will get a plain answer. Recommendations come from assessment, and you should be able to see the reasoning behind each one.
Step 1 of 7
A confidential conversation establishes the general nature of the requirement, geography, timing, and who needs support in broad terms. We do not ask for itineraries, addresses, or specific threat information through the ordinary web form.
Possible output: A fit assessment and recommended next step, if agreed.
Step 2 of 7
If the situation warrants a formal look, we conduct a structured baseline of the operating environment, the protectee's exposure profile, and the current protective posture (if any). This is where we integrate with your executive assistant, chief of staff, family office, general counsel, corporate security, or existing providers — not around them. We are additive, not displacing.
Possible output: Assessment findings and options at the level confirmed in the written scope.
Step 3 of 7
AMERINE's doctrine is the smallest credible footprint that closes the risk — never a tactical, uniformed, or bouncer-style presence for its own sake. We recommend the level of protection we would recommend for our own family in the same situation: advisory only, protective driver, single agent, temporary detail, recurring coverage, or full protective program. If you don't need agents, we will say so.
Possible output: A reasoned recommendation appropriate to the agreed assessment scope.
Step 4 of 7
Once a posture is chosen, the engagement documents scope, responsibilities, communication protocols, escalation paths, reporting expectations, and any team requirements appropriate to the work.
Possible output: Written terms and an operating plan when included in the engagement.
Step 5 of 7
Where execution is included, advance work may consider routes, venues, lodging, transportation, local requirements, and briefing needs. The actual work depends on location, access, availability, and written scope.
Possible output: The advance materials listed in the engagement scope.
Step 6 of 7
If protective execution is part of the engagement, the team works to the written plan and agreed communication structure. Schedule changes or new requests are assessed against the current scope and operating conditions.
Possible output: Execution and reporting only as confirmed in the engagement.
Step 7 of 7
When included in the scope, an after-action review considers what worked, what changed, and what should be different next time. For ongoing relationships, the review cadence is defined in the signed agreement.
Possible output: Written after-action summary and, for ongoing programs, an updated risk baseline.
No. Most first calls come from executive assistants, family offices, general counsel, or principals who know something has changed but are not sure what level of protection is appropriate. That is exactly what the first call is for — we help you scope the situation before you commit to anything.
Only the general nature, location, and timing of the need. Sensitive itineraries, residence details, staff information, and specific threat information should be exchanged through an appropriate secure channel after initial contact — not through an ordinary web form or unsolicited email.
Timing depends on the destination, circumstances, required work, local law, and availability. A consultation establishes whether the requested schedule is workable; no response or deployment window is promised on this page.
Every engagement is scoped after the baseline assessment from threat level, visibility, geography, duration, family involvement, transportation, advance requirements, medical capability, number of locations, and licensing requirements. Scope and terms are confirmed in writing.
We integrate. AMERINE is often brought in alongside an existing corporate security director, family-office head of security, or private security team — not as a replacement. On engagements where the client has no internal security function, we act as the accountable single point of contact for the protectee and their staff.
One detail lead, who coordinates every part of the trip or program on your behalf.
The itinerary, the travel party and contacts for your flight management company and household. Sensitive details are collected offline.
Yes. Every trip closes with a debrief, and adjustments are documented for the next one.
Planning executive travel, a corporate transition, a private-family program, or a high-visibility event? AMERINE can review the general circumstances and discuss an assessment, planning engagement, selective coverage, or ongoing relationship. Any next step is confirmed in writing.
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