Special Operations for Estate Security

48-Clock Hours

Approved for post 9-11® VA benefits for all ESI core residency programs.

49 Clock Hours

*It is best to register for the class at least 60 days before the start date. This ensures that you have a seat in the class that works best for you. 

Establishing, managing, and enhancing a residential security program for High-Net-Worth
(HNW) families and family offices necessitates a transition from conventional "corporate"
security to a highly tailored, "ecosystem-based" model. Unlike a business context with
structured hierarchies, residential security must adeptly manage relationships, accommodate
lifestyle preferences, respect family dynamics, and address privacy concerns.
COURSE OUTLINE
Analyzing Vulnerabilities in Residential Security

Exploring Different Types of Security Threats
Understanding Physical Security and Access Control
Asset Protection
Consulting
Assessing Risk – Principal and Family
Client Onboarding
Residential Assessment
RFP (Request for Pricing)
SOW (Statement of Work)
Setting up Residential Operations
Hasty Residential Coverage
Estate Site Survey
Development of SOPs (Standard Operating Procedures)
Implementation of SOPs (Daily Operations
Tracking KPIs (Key Performance Indicators)
Scaling and Maintaining a Residential Program
Sustainment Training for Residential Agents