Independent diligence before the multi-year retainer is signed.

Independent diligence on a proposed security vendor or domestic staff hire. Vendor scope includes corporate background, leadership credentials and verification, license verification across operating jurisdictions, insurance and bonding posture, claims and incident history, reference verification with prior clients (where authorized), and operational fit against the engagement under consideration.

Domestic staff scope includes background verification, prior employment confirmation, credentialing verification, and the targeted inquiry appropriate to the access being granted. Conducted at arm's length from the negotiation itself.

Companies evaluating security firm proposals before executing a contract. Family offices considering domestic staff hires with access to principal residences, family members, or financial assets. General counsel reviewing vendor relationships as part of transactional or insurance review. Boards questioning the diligence done on incumbent vendor relationships.

Engagements include recommended contract-terms language where the review identifies exposure that contract structure can address.