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Office Hours
| Monday – Thursday | 8:30 AM – 4:30 PM ET |
| Friday | Client consultations (by appt.) |
| Saturday – Sunday | Closed |
| Federal Holidays | Closed |
Here are your active and recent engagements.
Reports are delivered within the timeframes below, measured from our receipt of your complete request and all required documents. You will receive an email notification with a secure download link when your report is ready.
Timelines begin once all required candidate documents are received. Complex jurisdictions or international components may extend delivery.
A diagnostic review for families who want to build and protect a generational legacy — connecting history, records, and pathways that shape what gets passed on. This is a family-facing service, separate from our corporate background-screening work — not a forensic or compliance report.
Choose a Family Legacy Audit offering below to begin your engagement intake.
Choose the engagement that fits where your family is. Pay in full or use the installment schedule — same audit, same scope.
Help a family afford a Legacy Audit. 100% of your contribution funds audits for families who couldn't otherwise access this service. This is the seed of a future family foundation — thank you for being part of it.