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Our Consulting Services
Founded by Jack Faer, who trained as a CPA, MBA and FBI agent and held leadership roles with Deloitte, Fidelity, State Street and Iron Mountain, the firm stands for integrity, confidentiality and trust. Finally, a unique offering of security, risk management and financial expertise to help individuals and enterprises manage risk in a holistic manner. We show clients how to prepare for and respond to life events. An unexpected crisis could happen; we guide our clients every step of the way.
Concierge Personal Risk Management ®
Do you worry about your account being breached? Taking care of a parent? A change in family structure or new relationship? An unforeseen medical event or sudden loss of capacity? Your safety while traveling? Are you effectively managing your online profile?
What Service Do You Need?
Are you an individual wanting to get ready for the next crisis? Want to understand your risks?
Are you an enterprise trying to improve your risk management or security program? Are you an individual in a dispute and need to trace the money?
HIGH NET WORTH
“Jack has a wealth of risk management expertise and this carries over really well to personal risk. He takes his time, is really thorough and his advice is valuable. He does this with integrity, in confidence and without judgment. Wish we had this service years ago! Can’t recommend him enough.”
Get In Touch
+1 617 378 1602