Advisor Resources
When your clients need specialist security support
Resources for professionals who advise or represent prominent individuals and UHNW families.
The Challenge You Face
Your clients trust you with their most important matters. Sometimes those matters create security concerns that fall outside your expertise – but still affect your work together.
A client in contentious divorce proceedings who becomes anxious about court appearances. A family whose wealth has become public knowledge following a transaction. A principal who’s received concerning communications and doesn’t know whether to be worried.
These situations affect your client’s wellbeing, their decision-making, and sometimes the outcomes you’re working toward together. But security assessment and threat management require specialist expertise you shouldn’t be expected to have.
You need someone you can call. Someone who understands your professional relationship with the client and will support it, not compete with it.
How We Work With Professional Advisors
Defuse Global offers specialised threat management and security services to prominent individuals and families. We work alongside their existing advisors – solicitors, wealth managers, insurance professionals – as part of the team supporting the client.
Our commitment to your client relationship:
• We reinforce your trusted advisor role, never undermine it
• We respect professional boundaries and confidentiality requirements
• We communicate clearly without unnecessary alarm
• We coordinate with you on client matters as appropriate
• We support your duty of care obligations
Recognising When Clients Need Support
Security concerns often reveal themselves through subtle behavioural changes rather than direct requests for help. Your clients may not be aware that specialist support exists, or they may feel uncomfortable discussing the topic.
Watch for:
• Communication hesitancy – reluctance to discuss certain matters via email or in standard meeting locations
• Increased privacy requests – unusual concern about who has access to information or documents
• Decision delays – postponing major decisions that would typically receive prompt attention
• Lifestyle contraction – reducing travel, social activities, or public appearances
• Family protection mentions – increased references to concerns about spouse or children
• Direct disclosure – mentioning concerning messages, unwanted contact, or feeling watched
Sector-Specific Resources
We’ve developed detailed briefings for professionals in each sector, covering the specific recognition signals, case examples, and conversation frameworks relevant to your practice.
Available briefings:
• Overlooked & Underprotected – The Family Office Security & Risk Intelligence Report
• Security Intelligence Briefing for Legal Professionals
• Security Intelligence Briefing for Wealth Management Professionals
• Security Intelligence Briefing for Insurance Professionals
• Security Intelligence Briefing for Communications Professionals
• Security Intelligence Briefing for Luxury Real Estate Agents
Email: [email protected] for your copy of any of the above briefings.
We also offer in-house presentations for professional teams. This 40-minute briefing helps your colleagues recognise when clients need specialist support and provides language for raising the topic appropriately.
The Introduction Process
When you identify a client who might benefit from our services:
1. Initial consultation with us
A confidential conversation about the general situation – no client details needed at this stage. We’ll help you determine whether specialist support is appropriate and how to frame the introduction.
2. Client introduction
A carefully framed introduction emphasising wellbeing and proactive planning rather than alarm. We can provide suggested language or participate in a three-way call if preferred.
3. Assessment and recommendations
We conduct an appropriate assessment and provide the client with clear findings and recommendations. We keep you informed as appropriate while maintaining client confidentiality.
4. Ongoing coordination
For ongoing matters, we coordinate with you and other advisors as needed, ensuring security considerations are integrated with legal, financial, or insurance planning.
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.
