Private Wealth & Lifestyle Forensic Reviews

Hidden Assets • Lifestyle Analysis • Legal-Grade Clarity

High-net-worth individuals face unique vulnerabilities when it comes to financial misconduct, from trusted advisors skimming fees to family members exploiting access to accounts and investment portfolios. Our private wealth forensic reviews examine  transaction patterns to identify unauthorized activities, excessive charges, or mismanaged assets that erode your wealth over time. We conduct thorough lifestyle audits that verify whether your financial advisors, estate managers, or family members are living beyond their legitimate means at your expense. Our investigations extend to analyzing complex trust structures, private equity investments, and alternative assets to ensure your wealth is being managed with the fiduciary responsibility you deserve. For affluent families and individuals who demand absolute transparency in their financial affairs, we provide the forensic clarity that protects generational wealth.