Documented review of ownership and exposure.
Detailed analysis of financial history, hidden liabilities, and behavioral risk patterns that no credit score reveals. Built for individuals, family offices, and institutional clients who need a clear map of ownership and exposure.
Overlooked holdings — identified.
Ownership can become complex over time. Real estate may be held through entities, corporate interests may sit inside trusts, and high-value physical assets may be overlooked in estate planning records. Asset Mapping builds a documented picture of what is owned, where it is held, and which entity or person controls it.
Vulnerability checks — public-record exposure.
High-net-worth individuals leave a much larger public-record footprint than they realize. We look for public-record exposure — court filings that reveal financial details, real-estate transfers, professional-license records, and other open-source records that may create privacy or security risk.
Investment risk profiles.
We analyze your current and planned ventures for the red flags that traditional advisors will not flag — court-record risk, exposure to fraudulent counterparties, and exposure to operational and security failures.
What we review.
Documented Asset Discovery
Real estate, corporate interests, intellectual property, vehicles, vessels, art, and other high-value holdings — mapped across every relevant entity.
Vulnerability Checks
Identification of public-record exposure — court files, lien filings, license records, and other open-source records that may create privacy or security risk.
Investment Risk Profiles
Risk-pattern analysis of current and planned investments — including counterparty risk and fraudulent-scheme indicators.
Documented findings. Clear reporting.
Spyglass provides clear, documented findings to support your next decision — across Naples, Fort Myers, Sarasota, Miami, Fort Lauderdale, and Palm Beach.