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Every 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.
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
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
Insurance-ready asset documentation
This package includes:
Everything from Comprehensive Household Resilience Plan
Multi-Property Coverage
Family Scenario Drills
Vendor Coordination
Insurance & Estate Integration
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.