Securing the High Value Lifestyle
In today’s rapidly evolving world, security is a critical concern for high-net-worth individuals and their families. Increasing technological integration, high-value assets, and multiple properties present unique challenges for ensuring the safety of our principals and their homes. Recognizing these challenges, we’ve organized the Estate Security Summit to address the multifaceted nature of modern estate security.
Join us on September 4th for a day of expert presentations and focused discussions that will equip you with the knowledge to enhance your estate’s security measures and protect what matters most.
Who Should Attend
This event is tailored for Estate Managers, Chiefs of Staff, Directors of Residences, Property Managers, and other estate security professionals responsible for safeguarding high-value properties and assets.
What We'll Learn
Attendees will gain invaluable insights from industry experts on cyber security, high-value collection management, physical property security, and building effective security teams.
Why this is Valuable
The knowledge shared will empower attendees to make informed decisions about their security strategies and provide guidance from industry professionals who understand the specific security needs of high-net-worth estates.
Our Speakers
Catherine P. Foster
Partner, Argus Cultural Property Consultants
Edgardo Roman Bolaños
Director, Facilities and Cyber Security, Echo Five Group, LLC
Jason Funaro
Chief of Medical Ops - Co Founder, The Rescor Group
Kimberly Varney
Executive Director, Estate Management Network (Host)
Tim Carpenter
Managing Director, Argus Cultural Property Consultants
Trent Keefer
Owner & President, United Citadel
The Agenda
Meeting Rooms Open
We'll open the meeting rooms at 9:45 so people can get set up and say hello.
Kimberly Varney
Property Security and Access Control
Trent Keefer from United Citadel kicks off the event with a session on Property Security and Access Control. Trent will cover access control processes, tools, and software, addressing issues and breaches. He’ll discuss security systems, physical property security, and best practices for system checks, training, and drills. Trent will also touch on daily security habits for staff and the importance of a comprehensive security manual.
Trent Keefer
Securing Art Collections and Cultural Assets
Tim Carpenter and Catherine Foster of Argus Cultural Property Consultants will present key factors that Estate Managers should consider to secure their principal’s art collections and other cultural assets. These include collections management strategies, the importance of appraisals and insurance, and proper movement and storage of collections including importing/exporting. Tim and Catherine will cover aspects of physical security of objects and also securing your principal against fraud and other art market risks.
Catherine P. Foster
Tim Carpenter
Breakout Rooms
A 30-minute breakout session follows at 12:00 pm for follow-up questions and networking.
Catherine P. Foster
Tim Carpenter
Trent Keefer
Kimberly Varney
Cyber Security in a Private Estate Environment
Roman Bolanos from Echo Five Group will discuss Cyber Security in a Private Estate Environment. Roman will address technology integrated into 'smart' homes, communication systems, and other areas of vulnerability. He'll cover strategies to address these issues and emphasize who needs to participate in cyber security awareness, including family members, staff, and vendors.
Edgardo Roman Bolaños
Building Your Estate Team
Jason Funaro, from The Rescor Group, will guide attendees through determining security needs, vetting and hiring security companies, and comparing large corporate agencies with boutique firms. He'll discuss the importance of a medical program and medical director, certifiable medical candidates, what level they should be, and how to spot a fake. He''ll close with sharing budget considerations for hiring your team.
Jason Funaro
Breakout Rooms
We'll conclude with another 30-minute breakout session for follow-up questions and networking.
Edgardo Roman Bolaños
Jason Funaro
Kimberly Varney
