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

quotes

 

"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

Ian Casewell

Managing Partner & Global Co-Head, Disputes
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Morgan Taylor

Partner & Head of Executive Diligence Practice
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Monika Rihma

Managing Director
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Sam Taylor

Partner

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