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Lantern Advisory Group

How We Help

What to call us for.

Clients often come to Lantern before they know exactly how to categorize the problem. This page describes the situations we commonly help navigate and the role Lantern can play once the conversation begins.You do not need to select a service category before reaching out.

01

Executive & Family Technology Advisory

Ongoing trusted guidance for managing technology, digital organization, privacy, security, AI adoption, devices, accounts, vendors, and major technology decisions.

Clients often call Lantern before they know exactly what they need, simply because an important matter involving technology requires careful judgment and an independent perspective.

  • Digital organization
  • Password and identity management
  • Executive cybersecurity
  • Family technology planning
  • AI adoption guidance
  • Technology purchases
  • Home technology ecosystems
  • Microsoft 365
  • Apple ecosystem
  • Google Workspace
  • Technology roadmaps
  • Digital estate planning coordination
  • Vendor evaluations

02

Digital Fraud & Incident Navigation

Calm, structured support when something has gone wrong.

Lantern helps clients understand confusing digital incidents, identify immediate risks, organize the available information, and make safer decisions about what should happen next.

We can also help clients prepare an orderly record for counsel, financial institutions, platforms, insurers, service providers, or appropriate authorities.

  • Incident orientation and structured intake
  • Immediate risk and containment planning
  • Account, password, device, and identity-security guidance
  • Fraud and recovery-scam screening
  • Factual chronology development
  • Evidence organization and readiness
  • Bank, platform, exchange, and reporting coordination
  • Continuing-contact precautions
  • Re-victimization risk reduction
  • Preparation for conversations with counsel or authorities

Lantern does not provide legal advice, digital forensic examinations, private investigation services, or guarantees of recovery or fund return.

04

AI, Privacy & Technology Decision Advisory

Independent judgment for consequential technology decisions.

Lantern helps clients evaluate technology and AI choices with attention to usefulness, privacy, security, risk, implementation, and long-term fit.

Recommendations are independent and based on the client's objectives rather than vendor incentives.

  • AI adoption and tool evaluation
  • Privacy and security implications
  • Vendor and product assessment
  • Responsible AI and governance considerations
  • Technology roadmaps
  • Executive decision support
  • Digital workflow design
  • Major technology purchases
  • Platform transitions
  • Technology policy and decision frameworks

Lantern does not provide formal legal compliance certification or guarantee that any system complies with a particular law or regulation.

How We Work

  1. 01

    Understand

    Every relationship begins with listening carefully and understanding the situation.

  2. 02

    Clarify

    Separate facts, identify priorities, and establish a clear path forward.

  3. 03

    Advise

    Provide independent recommendations and practical guidance.

  4. 04

    Coordinate

    Help organize information and collaborate with attorneys, financial institutions, vendors, or other professionals when appropriate.

  5. 05

    Support

    Remain available as situations evolve and new decisions arise.

Not Sure Where to Begin?

Start with the situation, not the category.

A matter may involve several of these areas at once. Share a brief description of what is happening, and Lantern will help determine whether we are the right resource and what an appropriate next step may be.

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