Accounts & Passwords
- Password habits and reuse
- Multi-factor authentication
- Recovery methods and trusted contacts
Private Client Cyber Risk Review
Private Client Cyber Risk Review
Confidential cybersecurity guidance for executives, principals, and private clients whose personal digital exposure requires a more discreet review.
Designed for clients who value discretion, sound judgment, and a clear view of their personal cyber risk.
This bespoke advisory engagement considers the accounts, devices, household technology, and privacy practices that can affect your identity, reputation, finances, and professional life.
Request a confidential consultationWhy This Matters
For executives, principals, and high-profile households, personal technology can create meaningful reputational, financial, and privacy exposure. Identity data, private communications, travel, family information, and account access can all be targets.
A confidential review provides a clear understanding of that exposure, including targeted social engineering, executive impersonation, account takeover, and household privacy risk—then translates the findings into informed next steps.
What We Review
A structured assessment across the parts of your digital life that matter most.
Email & Identity
- Personal email security
- Account recovery protection
- Identity theft exposure
Devices & Data
- Computer and mobile-device security
- Software updates and basic protections
- Backup coverage and recoverability
Home Network
- Wi-Fi and router security
- Connected device visibility
- Guest access and smart-home exposure
Privacy & Sharing
- Privacy settings and data sharing
- Old accounts and unused apps
- Family account practices
Family & Household
- Shared access and credentials
- Practical guidance for household members
- Age-appropriate safeguards
Common Findings
Private-client reviews often identify subtle exposures that can accumulate across personal accounts, devices, residences, and family routines. Addressing them helps strengthen privacy, resilience, and control.
The objective is a measured, confidential plan that reduces avoidable exposure and supports confidence in the technology, accounts, and household practices you rely on.
What You Receive
A confidential, professionally documented assessment including:
- Current strengths and exposure areas
- Priority risks requiring attention
- Discreet, prioritized recommendations
- Immediate protective measures
- Longer-term privacy and resilience considerations
- Clear next steps for you and your household
Recommendations are independent, vendor-neutral, and tailored to the circumstances of the engagement.
Why Beech Tree
Independent Advice
We do not sell software or earn commissions from technology vendors.
CISSP-Certified Advisors
Recommendations are based on cybersecurity best practices and real-world experience.
Practical Guidance
We focus on meaningful risk reduction with recommendations calibrated to your circumstances.
Discreet, High-Touch Guidance
Clear, confidential conversations and thoughtful recommendations without product pressure.
For organizations and referral partners
A Discreet Benefit for Principals and Leaders
Organizations and trusted advisors increasingly recognize that personal cyber exposure can create financial, reputational, and operational risk.
Private Client Cyber Risk Reviews are appropriate for executive teams, principals, and key individuals whose personal and professional lives require additional discretion.
A compromised personal account can become a pathway to executive impersonation, credential theft, vendor fraud, account takeover, or business disruption.
A compromise that starts at home does not always stay at home.
For Referral Partners
We welcome referrals and sponsored engagements from wealth managers, family offices, estate attorneys, executive teams, and employers seeking a confidential resource for their clients or principals.
The engagement offers independent advice that complements existing legal, financial, security, and technology relationships.
- An executive protection benefit
- A family-office client service
- A wealth-management referral resource
- An estate-planning client consideration
- A discreet leadership engagement
Contact us to discuss referring or sponsoring a confidential review for a client, principal, or executive.
Private Client Cyber Risk Review
Engagement fee provided upon consultation
Scope and timing are tailored to the engagement
Includes:
- Confidential assessment
- Discreet written recommendations
- Prioritized private-client action plan
Each engagement is scoped thoughtfully and separately from any implementation services you may choose to pursue.
Who You'll Meet With
Engagements are led by experienced technology and cybersecurity advisors who provide confidential, independent guidance—not product sales.
Sterling Unan, CISSP
Founder & Technology Advisor
More than 30 years of technology leadership experience helping organizations reduce risk, improve resilience, and make better technology decisions.
Brynn Boutin, CISSP
Cybersecurity Advisor
Experienced in cybersecurity, cyber forensics, operational technology, and risk management. Brynn focuses on practical protections that help people safeguard their personal and professional digital lives.
Independent advice. Confidential guidance. Thoughtful recommendations.
Questions about the review
What is included in a Private Client Cyber Risk Review?
A confidential assessment of personal accounts, devices, backups, identity-protection practices, home-network security, and household cybersecurity considerations, followed by tailored recommendations.
Who is this review designed for?
Executives, principals, board members, public figures, high-net-worth individuals and their families, and family offices seeking a discreet, independent view of personal cyber risk.
Is this ongoing technical support?
No. This is a confidential advisory engagement that identifies exposure and provides tailored recommendations. Any implementation assistance can be considered separately, if desired.
How long does the review take?
Timing is tailored to the engagement scope and discussed during the initial confidential consultation.
Explore related cybersecurity guidance
Begin With a Confidential Conversation
Considering a private-client review?
Start with a discreet discussion of your concerns, priorities, and whether a Private Client Cyber Risk Review is an appropriate fit.
We will explain the engagement approach, answer your questions, and help you decide on a thoughtful next step.
Request a confidential consultationDeep Roots. Strong Technology.