Family offices move principals and dependants across jurisdictions constantly – school terms, medical appointments, board meetings, private yacht time. Most don’t run a formal travel-risk process. Here’s the minimum we recommend.
Pre-travel
- Country risk brief: political, criminal, medical, kidnap-for-ransom, disease.
- Local partner designation: who is the on-ground provider in each city, and what’s their escalation path.
- Medical sign-off for dependants with chronic conditions.
- Approved accommodation list – not “any 5-star”.
In-country
- Daily check-in cadence between principal-protection and family-office duty desk.
- Two-device rule: one primary, one lightweight burner. Both on separate eSIMs.
- Cash reserves in two currencies, in two separate locations.
Post-travel
- After-action review within 72 hours. What worked, what didn’t, what to change.
- Update the risk register with anything new the trip surfaced.
We run travel-risk programmes for family offices as a retainer – contact us to scope.