For advisors
For attorneys, CPAs and wealth managers.
You already know which clients are most exposed. We give you a discreet way to help them.
Which clients tend to benefit
Families whose aircraft registration, property holding companies and household appear in public records in ways that connect to one another. Typical signs: an aircraft registered to a company whose name also appears on a residential deed, a deed whose mailing address is the home itself, or a principal and spouse listed on people-search sites beside the house and their telephone numbers.
How it works
- Review a sample first. See exactly what your client would receive: sample snapshot.
- Introduce one client. With their consent, we prepare a confidential snapshot at no charge. Nothing is sent to the client without your knowledge if you prefer to deliver it yourself.
- Structural points come back to you. Where the exposure stems from how property or an aircraft is titled, we note it for your review. We do not give legal or tax advice and do not contact other advisors without permission.
- Your client decides what comes next. If they want to go further, the full audit and membership follow, at the starting prices shown on our membership section. Nothing continues without their agreement.
What your client receives
A short private summary, written and signed by Christopher Banks rather than generated by software. It shows what a stranger can find in one search, how each record leads to the next, how exposed each link is, and what we would do first. It uses only public information.
Points that come back to you
- How property is titled, and whether a company name ties back to the family.
- Which mailing addresses on deeds and filings are public.
- Which contact details should be retired.
Your counsel decides what to change. We handle the removals, the aircraft privacy enrollment assistance and the monitoring.
How your client's information is handled
A name and an email are enough to begin. We never ask for identity numbers, bank details, passwords or documents. Files carry a member number rather than a name, reports arrive by expiring link, and only the person preparing the work sees it. How we handle information.
What we will not do
- Contact your client without an introduction.
- Ask for identity documents or account information.
- Recommend changes that belong to counsel.
For your own practice
Solidus also builds private AI for legal, accounting and advisory practices that want the benefit of these tools without placing client matters in systems they do not control: assistants, routine-work automation and integration with the systems you already use, held in your firm's name. Private AI for firms and offices.
Referral arrangements
No referral fees are paid without written disclosure.
Speak with the founder
Christopher Banks · (870) 631-0998 · hello@solidusprivate.com