Strategic counsel
for the boardroom.
Tailored intelligence briefings for chairs, family offices and general counsel on threat exposure, activist movement and insider risk — delivered confidentially and in person.
Service Overview
What this service covers.
- Service
- Boardroom Advisory
- Engagement
- By Referral Or Introduction
- Confidentiality
- Mutual Written Agreement
- Led By
- A Named Senior Advisor
The risks that matter most rarely fit a quarterly committee paper. Activist preparation, insider exfiltration, succession exposure and reputational ambush are surfaced by people, not dashboards — and they are best addressed before they become visible.
We sit privately with chairs, family offices and general counsel, supply a current read of the threat environment around the entity, and where appropriate run discreet enquiry to confirm or close a specific concern. Material is sealed, retained briefly, and delivered in person.
Briefings are scheduled outside the corporate calendar where required. We do not appear on vendor lists, do not publish case studies, and do not circulate findings beyond the named client.
Pre AGM Pressure
Succession Window
Reputational Ambush
Capabilities
The tools we bring.
Advisor led
Evidence based
Private and discreet
Strategic Threat Assessment
Current intelligence on the threat environment surrounding the entity, the chair and the family office.
Activist & Adversary Mapping
Identification of activist preparation, hostile actors and the coordination behind public pressure campaigns.
Insider Risk Review
Confidential assessment of insider exfiltration risk, succession exposure and key person liability.
Crisis Standby
A senior advisor held on retainer for confidential consultation when the situation moves quickly.
When To Engage Us
Situations that warrant action.
Most engagements reach us late, after the perimeter has already been crossed. The right moment is earlier — when the concern is plausible, the exposure is named, and the next decision is still yours to take.
Pre AGM Pressure
An activist position is forming and the board needs an honest read of intent, coordination and likely escalation path.
Succession Window
A leadership transition is approaching and key person exposure must be quietly mapped before the public announcement.
Reputational Ambush
Enquiries from journalists or NGOs suggest a coordinated narrative is being prepared against the entity or its client.
Engagement Process
From inquiry to delivery.
A named senior advisor controls the engagement, updates are measured, and findings are delivered only to approved recipients.
Confidential Introduction
An introduction is made through trusted counsel, a fellow chair or an existing client.
First Sitting
A senior advisor meets the chair or client in person, under non disclosure, to scope the brief.
Discreet Enquiry
Where required, quiet enquiry confirms or closes the specific concern raised.
In Person Briefing
Findings are delivered in person to the client or named counsel, with no written trail unless requested.
Most of our value to a board chair is helping them ask a sharper question of their own organisation, and being in the room when it matters most.
Managing Advisor
Deliverables
What you receive.
We are retained by chairs, family offices and general counsel directly. We do not pitch, we do not advertise, and we do not name our clients.
- In person briefing by a senior advisor
- Threat environment read for the entity
- Activist and adversary mapping where relevant
- Insider and succession exposure assessment
- Crisis standby on a hardened channel
- Optional written summary, client eyes only
In Confidence
The questions clients ask first.
Drawn from first meetings with chairs, family offices and senior counsel. If your question is not here, ask it in confidence.
How are you retained?
By introduction only — through trusted counsel, a fellow chair or an existing client. Engagement runs under a confidential master agreement with a named senior advisor.
What is the cadence of engagement?
Most relationships run as a standing retainer with quarterly briefings and on demand access. Single issue engagements are also available for specific concerns.
Will anything be written down?
Only at the client's request. The default is verbal delivery in person; written summaries are held on hardened infrastructure and destroyed on instruction.
Do you work alongside our existing advisors?
Yes. We frequently sit alongside general counsel, family office advisors and corporate communications, and we are content to brief inside that constellation under non disclosure.
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A confidential matter, privately discussed.
Speak directly with a senior advisor. Every inquiry is held in confidence from the first word.