Private Client Services
Strategic Intelligence & Investigations for High-Net-Worth Individuals and Families
Helping Individuals and Family Offices Navigate Risk, Protect Value, and Act with Confidence
Mintz Group partners with high-net-worth individuals, prominent families, family offices, and public figures around the world—supporting multi-generational wealth, private investments, philanthropic initiatives, and personal ventures. Our services help clients safeguard their reputations, make confident decisions, and maintain discretion in sensitive matters.
Private clients face a unique blend of personal, financial, and reputational risk. Whether navigating a complex transaction, evaluating a personal relationship, or responding to a reputational threat, our team delivers discreet, thorough, and actionable intelligence tailored to the demands of high-profile individuals and family offices.
We help clients vet executives, advisors, and personal staff, assess investment opportunities, and investigate internal disputes or external threats. Our work often begins before capital is committed or relationships are formalized—ensuring clients have a full picture before making high-trust decisions.
Mintz Group also supports clients during moments of crisis, including fraud, harassment, theft, and online attacks. We mobilize quickly to investigate, contain, and resolve sensitive matters—working closely with legal counsel and communications teams to protect privacy and preserve reputation.
Our digital forensics capabilities allow us to trace anonymous actors, monitor online threats, and respond to emerging risks tied to social media, activism, and public exposure. Whether protecting legacy, managing public image, or securing personal assets, our intelligence empowers clients to act with confidence.
What We Help Clients Solve
Our services are built around core capabilities designed to address the evolving risks and responsibilities facing the Private Client Services sector:
Executive & Personal Due Diligence
We conduct deep background investigations on individuals being considered for executive, advisory, or personal roles—uncovering hidden affiliations, prior misconduct, and reputational vulnerabilities.
Investment & Transaction Risk
We assess the credibility of management teams, analyze historical performance, and identify undisclosed litigation or regulatory exposure—helping clients structure deals with appropriate safeguards.
Asset Protection & Crisis Response
We investigate fraud, theft, harassment, and internal misconduct—mobilizing quickly to contain risk and support legal strategy, crisis communications, and asset protection.
Reputational & Relationship Risk
We evaluate personal and professional relationships, philanthropic collaborations, and business partnerships—surfacing ethical concerns and past controversies that may impact reputation.
Culture & Brand Assessments
We assess whether potential investments, advisors, or partners align with client values and public image—supporting values-based decision-making and long-term brand stewardship.
Digital Risk & Online Monitoring
We investigate and monitor online threats, impersonation, and privacy breaches—tracing anonymous actors and supporting legal action to protect reputation and personal safety.
Real-World Impact
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1. Full-Service Support for a Prominent Family Office
For a U.S.-based family office, Mintz Group provided travel threat assessments, investigated asset theft, conducted pre-hire vetting, and supported investment decisions. Our long-term engagement helped the family navigate personal and professional risks with confidence.
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2. Clarifying a Management Track Record
An investor evaluating a real estate opportunity engaged Mintz Group to assess the management team. We uncovered a credible accusation of wrongdoing hidden in litigation records—leading the client to negotiate strong indemnities and protections.
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3. Vetting in a New Industry Vertical
A family office exploring a new sector asked Mintz Group to vet the target’s leadership. We found resume discrepancies and an undisclosed bankruptcy tied to the COO—prompting the client to replace the executive before finalizing the investment.
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4. Responding to a Reputational Threat
A public figure faced anonymous online attacks targeting their family and philanthropic work. Mintz Group traced the origin of the posts, identified the actors involved, and supported legal action to contain the damage and restore public trust.
"Ultra-high-net-worth individuals face complex personal and business risks. We provide discreet solutions—from asset tracing to reputational defense."
Sam Taylor
Partner, Mintz Group
Key Contacts
Ian Casewell
Managing Partner & Global Co-Head, Disputes
Morgan Taylor
Partner & Head of Executive Diligence Practice
Monika Rihma
Managing Director
Sam Taylor
Partner
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