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Private household resilience advisory
Every Held engagement begins the same way. With a thorough understanding of your household.
Held Advisory Group operates as a private advisory practice. Our engagements are not product purchases or one-time consultations. They are structured professional relationships with a defined scope, a clear process, and a specific outcome: a household resilience system that is completely designed, professionally installed, and maintained going forward.
Every engagement begins with a household assessment. What follows depends on where your household is and what it needs.
Service Tiers.
This package includes:
Household Risk Assessment (2-3 hours on-site)
Customized Resilience Infrastructure Sourcing and Installation
Family Emergency Plan and Training
Utility & Safety Training
This package includes:
Everything from Essential Resilience Plan
Insurance-ready asset documentation
Advanced household resilience planning
Custom family continuity protocols & training
Discreet home implementation
Investment: $8,000–$12,000
Investment: $3,500–$5,000
This package includes:
Everything from Comprehensive Household Resilience Plan
Priority Service & Direct Access
Multi-Property Coverage
Family Scenario Drills
Vendor Coordination
Insurance & Estate Integration
Annual Full Resilience Review
Based on the Service Tiers selected, Held Advisory Group will perform recurring updates to the physical infrastructure system and update the insurance-ready documentation database.
Investment: $18,000–$30,000
Service Tiers
Household Assessment & Resilience Blueprint
The right starting point for every engagement.
The Household Assessment is a complete professional evaluation of your household's current resilience posture — covering asset documentation, physical infrastructure, and family continuity planning. It produces a clear picture of where your household stands, where the gaps are, and what a complete system would require.
What the assessment covers:
A structured intake questionnaire completed before we meet — covering your household profile, property details, insurance arrangements, and current preparedness status. A ninety-minute household interview conducted in person or by video, in which we review your risk environment, asset exposure, and existing preparedness gaps in detail. A complete risk and readiness analysis organized into your household's hazard profile, documentation status, infrastructure gaps, and continuity planning needs.
Delivery of your Household Resilience Blueprint — a professionally prepared document covering your preparedness assessment, your insurance readiness evaluation, your asset documentation status, and a prioritized framework for closing every identified gap.
The assessment is the natural first step for households that want a professional evaluation before committing to full implementation. It is also the entry point most commonly recommended by insurance brokers, wealth advisors, and luxury real estate professionals referring clients to Held Advisory for the first time.
The assessment engagement stands alone as a complete and valuable advisory deliverable. For most households, it becomes the foundation for the implementation engagement that follows.
Full Implementation
A complete household resilience system.
Designed, installed, and ready.
The Full Implementation engagement takes every finding from the household assessment and builds the complete resilience system your household requires. Every gap identified in the assessment is closed. Every component is designed, sourced, staged, and installed by us. Every relevant household member is trained on the system before we conclude the engagement.
What full implementation delivers:
Complete asset documentation architecture — professionally conducted video walkthroughs, categorized digital asset records, and cloud-redundant storage structured for carrier alignment and claim defensibility. Fully staged physical infrastructure — fourteen-day shelter-in-place supplies, customized grab-and-go kits for every household member, and vehicle emergency kits loaded for your specific evacuation routes. A complete family continuity framework — custom evacuation routing, role assignments for every relevant household member, utility shutoff training, out-of-area communication protocols, and full integration between your physical infrastructure and your execution plan. Household training — a structured walkthrough of the complete system with every relevant adult in your household, including domestic staff where appropriate, so that activation requires no decisions and no instructions.
Investment: $8,000 — $12,000, depending on household size, property configuration, and the complexity of existing insurance arrangements. The assessment engagement fee is credited in full toward full implementation for households that proceed.
Every component is tailored. Every detail is handled. When the engagement concludes, your household has a completed resilience system — not a starting point, not a set of recommendations, not a binder of checklists. A system that functions.
Ongoing Advisory
The system stays current. So does your household's protection.
A household resilience system has a shelf life. Supplies rotate. Plans need updating. Insurance arrangements change. Children age, staff turns over, properties are renovated, and evacuation routes are altered by new construction or updated fire risk mapping. A system built and never revisited is a diminishing asset.
The ongoing advisory relationship ensures it does not diminish.
As part of an annual retainer, Held Advisory Group conducts a comprehensive review of every component of your household's resilience system — restocking and rotating physical supplies, updating asset documentation to reflect acquisitions or changes in coverage, revisiting evacuation routing against current risk mapping, and revising continuity protocols to reflect any household changes that affect the plan's assumptions.
The annual review is not a maintenance visit. It is a professional advisory session — the same structured engagement that produced the original system, applied to keeping it current.
For households that have completed a full implementation, the ongoing advisory relationship is the natural continuation of the engagement. For households managing multiple properties, the retainer extends across all locations under a single coordinated advisory relationship.
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