Information For Clients

If you’re here, chances are you desire discretion, asset & property control, and the ability to live without unnecessary exposure.

Becoming a client means you're ready to take meaningful steps toward reclaiming your privacy, protecting your assets, and operating with greater control over your personal information. My services are designed for those who are prepared to act intentionally—whether that means restructuring how you appear in public records, setting up trusted entities, or minimizing your digital footprint. This is for clients who are ready to move forward with focus, clarity, and a commitment to long-term security.

How I Work

No digital records: All of your documents and logs are done by pen & paper, and kept secure, encrypted-only data transactions if you are remote, all docs on my end are paper-only, no cloud, no digital trace.

One-on-One: You will have a multi-series of confidential meetings for your unique needs and goals

Logs & Planners: You’ll receive an OPSEC binder for physical planners, checklists, and other materials (Digital items for remote clients)

Evolution Time: The process takes between 2 to 8 weeks depending on the complexity of your portfolio

Referred professionals: I can connect you to realtors, attorneys, title companies, lenders, and others who understand privacy-first structuring

Phases: The process is broken into 4 main phases, with an optional 5th for multi-asset and business-focused clients. This covers both general clients and property-purchase clients.

• Phase 1: Intro Packet, Risk, Range of Use, & Goals

• Phase 2: New Identity, Education, Practice, & Full Powers

• Phase 3: Swapping Identities For Assets & Services, or New Home Purchase

• Phase 4: Scrub & Corrupt Old Identity Trails, Monitor, Leak-Sourcing

• Phase 5: Business Operation and Multi-Asset Process Repeat