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Work
Portfolio

Engagements that moved the needle.

09 selected cases

From solo operators to enterprise portfolios — a selection of the clients we've helped protect and grow.

Click any case to view
Executive protection program View
Executive Protection Personal · 2025
Coastal Properties engagement View
Coastal Properties LLC Commercial · 2024
Ortega Logistics engagement View
Ortega Logistics Commercial · 2024
Montes Auto Group engagement View
Montes Auto Group Commercial · 2025
Apex Distribution engagement View
Apex Distribution Consulting · 2025
Reid Capital Group engagement View
Reid Capital Group Personal · 2024
Meridian Hospitality engagement View
Meridian Hospitality Consulting · 2024
Growth advisory engagement View
Northgate Growth Plan Consulting · 2023
Family office coverage program View
Bayfront Family Office Personal · 2023
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