Personal Incident Response & Account Recovery

Advisor-led investigation and recovery services for individuals experiencing account takeover, fraud, or identity compromise.

When Something Goes Wrong, You Need Calm, Experienced Guidance!

When personal accounts are compromised, the impact extends beyond technology — it affects finances, identity, confidence, and daily life. This service provides structured investigation, containment, and recovery support for individuals dealing with account takeover, fraud, unauthorized access, or digital identity exposure.

Rather than relying on automated tools or call centers, clients work directly with an experienced advisor who helps establish what happened, secures affected systems, coordinates recovery, and restores a stable security baseline.

This service is discreet, structured, and outcome-focused.

Core Capabilities

  • Incident intake and timeline reconstruction

  • Account recovery and security hardening

  • Email persistence and recovery path audits

  • Device risk assessment and remediation guidance

  • Financial and vendor coordination support

  • Identity exposure assessment

  • Secure baseline rebuilding

  • Post-incident documentation and next-step planning

Support for organizations preparing for or maintaining SOC 2 Type II compliance. Services focus on control review, evidence readiness, risk alignment, and ongoing advisory support to help teams sustain compliance over time. This work is advisory in nature and complements external audit engagements.

Engagement Options

Engagements are structured as fixed-scope packages based on incident complexity.

Tier 1 — Account Takeover Recovery

Best for:

  • Single primary account compromise

  • Gmail / Apple ID / Microsoft / Social

  • No confirmed financial fraud

  • Minimal device exposure

Includes:

  • Incident intake and timeline reconstruction

  • Account recovery and hardening

  • Password resets and MFA enforcement guidance

  • Email rule and persistence checks

  • Session revocation guidance

  • Client education and prevention guidance

Tier 2 — Multi-Account Digital Incident Response

Best for:

  • Multiple accounts involved

  • Banking exposure but limited loss

  • Possible device involvement

  • Moderate coordination required

Includes everything in Tier 1, plus:

  • Cross-account correlation and investigation

  • Device risk review and remediation guidance

  • Financial institution coordination support

  • Identity exposure assessment

  • Secure baseline rebuild

  • Post-incident checklist and documentation

Tier 3 — Complex Identity & Business Incident Response

Best for:

  • Business entities involved

  • Identity compromise

  • Multiple financial institutions

  • Government agency coordination

  • Long-tail cleanup and monitoring

Includes everything in Tier 2, plus:

  • Business account exposure assessment

  • Identity recovery strategy and coordination

  • Multi-vendor coordination

  • Long-term security architecture planning

  • Personalized incident playbook

  • Executive-level summary and roadmap

This service is:

  • Advisor-led investigation and recovery

  • Human-guided decision support

  • Discreet and client-focused

  • Structured and predictable

This service is not:

  • A managed IT service

  • 24/7 monitoring or SOC

  • Legal representation

  • Law enforcement investigation

  • Full forensic evidence collection

Getting Started

Who This Service Is Designed For:

  • Individuals experiencing account takeover or fraud

  • Executives and high-net-worth individuals

  • Clients managing complex personal or business exposure

  • Individuals seeking discreet, high-trust advisory support

Getting Started

Engagements begin with a brief intake conversation to confirm scope, urgency, and fit. This ensures the appropriate engagement level is selected before moving forward.