Your clients ask you about this. Now there is something to hand them.
Families take up this kind of protection on a professional's recommendation more readily than on a vendor's approach, and advisors are rarely asked to raise it.
Perimeter is a standing watch on everything the open internet holds about a family and the businesses, staff and advisor firms around it, including yours, on one board with a desk that calls first.
Seven domains around the family, each read from outside every day. Your firm is one of the rows.
Four things change the day a board goes live.
Your domain's email rules, credentials and lookalikes are read from outside every day, because an advisor's inbox is one of the usual ways a family's money is taken. You see your own line.
When something crosses a line, counsel receives the evidence the same day: a dated copy, the host and the registrar. Nothing is written to a host or a registrar in the family's name without an instruction.
A monthly summary of what was found and closed, without a login, written for the insurer's file when a policy asks for active monitoring.
Each adult sees their own page and ticks who else may. The office sees counts. Your client's privacy from you is part of the design, and it is the reason they will accept it.
You mention it. Nothing else is asked of you.
To talk before you introduce anyone, request a conversation and say you are an advisor. Read from Toronto under Canadian law.
Request a conversationIf you ever wonder what a stranger can find about the family, there is a board for that now. I can send you the page.
You mention it, or you forward the page your client would read. Nothing else is asked of you.
The family, or their chief of staff, requests a private conversation. A mutual NDA comes first.
We read the office's domain and the advisors around it before the call, so the conversation starts with something specific.
Arrangements for introducing firms are agreed in writing with each firm and are never a condition of the family's engagement.
The monthly summary written for the insurer's file: counts, the perimeter at month end, the response record, a signed attestation. Invented household.
The advisor's inbox is the way in.
Which is why your firm is on the board, and why the family hears it from us before anyone else does.
Talk before you introduce anyone