The Richter Guardian client experience

Digital threats continue to evolve in both scale and sophistication, particularly for individuals, families, and leaders with greater visibility or responsibility.

Richter Guardian is designed to fit quietly into your life while providing ongoing protection and support — guided, personal, and discreet from the moment you begin.

Now, let’s walk you through what that experience looks like in practice.

Protect your wealth, reputation, and family from digital threats
Know your risk at any time
Threat & Vulnerability Awareness
1

We review and secure your digital setup

We begin by onboarding your personal devices, social media accounts, and email addresses.

During this session we:

  • Review your digital habits and everyday security practices
  • Look at areas such as password use, multi-factor authentication, identity protection, and privacy settings
  • Discuss how you use accounts, devices, and online services
  • Recommend practical improvements based on how you actually work and live

The goal is to understand your digital environment and help bring it into a safer, more stable place before ongoing monitoring begins.

2

You’re set up with ongoing access and support

Once your environment is in a healthy place, we complete your setup in the Guardian mobile app and send you your Welcome Package.

You’ll receive a digital copy by email, and a printed package will be mailed to you as well.

From this point on, you can:

  • View your risk score and alerts
  • Request support when something feels off
  • Respond to issues so that you can stay safe

The experience is designed to reassure you that someone is actively looking out for you.

Know your risk at any time
Threat & Vulnerability Awareness
Know your risk at any time
Threat & Vulnerability Awareness
3

Monitoring runs quietly in the background

After onboarding, monitoring runs continuously and quietly. Most clients don’t hear from us often, and that’s by design.

We focus on detecting issues that actually matter, rather than flooding you with alerts.

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When something requires attention, we analyze the issue and prioritize it internally before reaching out.
4

We step in when something needs attention

If an issue arises or clarification is required, our team contacts you in secure, private and discreet manner.

Communication may take place through the Guardian app, a phone call, or another agreed-upon channel.

Our Guardian professionals, also known as the Cyber Defence Desk, explain what’s happening in clear language and guide next steps in a way that fits into your broader wealth and risk strategies.

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Ongoing support, on your terms
You can reach out to the Cyber Defence Desk at any time if you have a concern, question, or simply want a second opinion.
Know your risk at any time
Threat & Vulnerability Awareness
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A growing consideration for families and advisors

Research from leading wealth institutions shows that digital threats are increasingly aimed at individuals and families, not just organizations.

As attacks become more targeted and harder to detect, many families and executives are rethinking how personal digital risk fits into broader wealth and risk strategies.

Start with a conversation

If you’re exploring Richter Guardian, the first step is a private consultation. This allows us to understand your situation and determine whether this level of protection is the right fit.

Request a consultation

All consultations are handled confidentially.

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