Advisor Resources

When Your Clients Face Concerning Behaviour

Support for professionals advising prominent individuals and families

As a professional adviser, your clients trust you with their most sensitive matters.
Occasionally, those matters give rise to personal security or behavioural concerns that sit outside your expertise — but directly affect your work together.

A client involved in contentious proceedings who becomes anxious about attending court.
A family whose wealth or profile becomes public following a transaction.
A principal receiving concerning communications and is unsure whether they represent real risk or background noise.

These situations affect judgment, well-being, and decision-making — and can materially influence the outcomes you are working toward.

You shouldn’t be expected to assess threat, intent, or behavioural risk yourself.

But you do need someone you can call.

How We Support Professional Advisers

Defuse Global provides behavioural threat and risk investigation for prominent individuals and families. We work alongside existing advisers — solicitors, wealth managers, insurers, family offices, and communications professionals — as part of the client’s wider advisory team.

Our role is not to replace or override you.
It aims to help clarify what is actually happening, ensuring that decisions are proportionate and informed.

Our commitment to your client relationship

• We reinforce your position as the trusted adviser

• We respect professional boundaries and confidentiality

• We communicate clearly, without unnecessary alarm

• We coordinate discreetly with you as appropriate

• We support your duty of care without creating dependency or drama

Advisers involve us because we reduce complexity, not add to it.

When to Consider Specialist Support

Behavioural risk rarely presents as a direct request for “security”.
More often, it appears indirectly — through changes in behaviour, confidence, or decision-making.

You may notice:

• Communication hesitancy
  Reluctance to discuss certain matters by email or in usual locations

• Heightened privacy concerns
  Unusual sensitivity about access to information or documents

• Decision delays
  Important issues are being postponed without a clear rationale

• Lifestyle contraction
  Reduced travel, social engagement, or public visibility

• Family-related anxiety
  Increased concern for a spouse or children

• Direct disclosure
  Mentions of unwanted contact, unsettling messages, or feeling observed

These signals do not always indicate a genuine threat, but they do warrant a proper assessment.

What We Actually Do

We investigate behaviour, context, access, and intent to determine whether a client is facing:

• a genuine ongoing threat

• a contained issue requiring management

• or noise amplified by uncertainty and stress

We then advise proportionate next steps — which may include reassurance, monitoring, intervention, or coordination with authorities where appropriate.

The outcome is clarity.

For you and for your client.

Sector-Specific Briefings for Advisers

We have developed short, practical briefings for different professional audiences, covering:

• recognition signals relevant to your sector

• anonymised case patterns

• language for raising the topic appropriately with clients

Available briefings include:

• Overlooked & Underprotected
  The Family Office Behavioural Risk & Security Intelligence Report

• Behavioural Risk Briefing for Legal Professionals

• Behavioural Risk Briefing for Wealth Management Professionals

• Behavioural Risk Briefing for Insurance Professionals

• Behavioural Risk Briefing for Communications Professionals

• Behavioural Risk Briefing for Luxury Real Estate Advisors

To request a copy, contact: [email protected]

The Introduction Process

When you identify a client who may benefit from specialist input, the process is straightforward and discreet.

1. Initial adviser consultation
A confidential conversation about the situation — no client details required. We help you assess whether involvement is appropriate and how to frame it effectively.

2. Client introduction
A carefully positioned introduction focused on wellbeing, clarity, and proportionate decision-making. We can provide suggested language or join a three-way call if helpful.

3. Assessment and recommendations
We conduct a thorough assessment and provide clear findings and recommendations for next steps. We keep you informed as agreed, while respecting client confidentiality.

4. Ongoing coordination
Where matters continue, we work alongside you to ensure behavioural risk considerations are integrated with legal, financial, or reputational planning.

In-House Briefings for Professional Teams

We also deliver a concise 40-minute in-house briefing for professional teams, helping colleagues recognise behavioural risk signals and raise concerns appropriately with clients.

Why Advisers Work With Us

Because we help you:

• protect your client relationship

• support sound decision-making

• manage risk without escalation

• fulfil your duty of care confidently

Without turning security into the focus.

Get In Touch

For a confidential conversation about a client situation, or to request sector briefings and arrange a team presentation:

Direct line: +44 (0)207 293 0932

Email: [email protected]

All preliminary discussions are strictly confidential.