Explore Our
Services

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.

Essential Resilience Plan
$3,500.00

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.

Comprehensive Household Resilience Plan
$8,000.00

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

Private Client Resilience Partnership
$18,000.00

This package includes:

  • Everything from Comprehensive Household Resilience Plan

  • Multi-Property Coverage

  • Family Scenario Drills

  • Vendor Coordination

  • Insurance & Estate Integration

Annual Upgrades Retainer
$0.00

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.