Your clients ask you about this. Now there is something to hand them.
Families choose this kind of protection on a professional's recommendation far more often than on a vendor's approach, and most advisors are never 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 client's board goes live.
Your domain's email posture, credentials and lookalikes are read from outside every day, because an advisor's inbox is how a family's money is most often taken. You see your own line.
When something crosses a line, counsel receives a filing-ready evidence package the same day. Nothing is written to a platform or a registrar in the family's name without an instruction.
A monthly summary of what was found and closed, without a login, in the form underwriters ask for when a policy requires 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 conversationYou 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.