Protect the office's information and decisions.
Cybersecurity, privacy and fraud controls
Security lead owns risk priorities and incident readiness.
AI-assisted workflows, reviewed by people
A family office’s information is closely connected to its financial approvals, personal relationships and public profile. Security needs to address everyday account use and verification procedures as well as technical vulnerabilities. We prioritize practical controls around identity, devices, sharing, recovery and escalation, with ownership that the family and its team can understand.
Typical needs include dispersed devices, legacy privileged accounts, uncertain recovery arrangements and requests to change payment details outside the normal process. We establish the inventory and risk priorities before recommending controls. Risk is reviewed against the actual systems and operating hours in scope, not an assumed universal monitoring service. The assessment includes how people verify a request under pressure. A change to bank details, an urgent message appearing to come from a family member or a lost device should each have an agreed verification and escalation path. Recovery planning checks that the right person can regain an account without creating uncontrolled access. Tabletop sessions test communication and decision ownership as well as technical steps, and remediation records show evidence of completion rather than a checklist marked done.
Senior availability and reviewer responsibilities are agreed per mandate; the role need not be a dedicated full-time appointment.
02 / Scope and deliverables
- 01account/device/system/data/vendor inventory
- 02practical security and privacy assessment
- 03identity/privileged-access reviews
- 04MFA and account-recovery plan
- 05device/email/sharing controls
- 06backup and restoration procedures
- 07vendor-security review criteria
- 08payment-request and bank-detail-change verification
- 09family/staff impersonation and phishing education
- 10incident-response contacts and communication responsibilities
- 11tabletop exercise
- 12remediation tracker and privacy-adviser coordination
03 / AI-assisted work, reviewed
- Assist alert triage by organizing available evidence; the security lead determines significance and escalation.
- Flag unusual account activity against agreed criteria for investigation by authorized people.
- Identify missing access-review or recovery evidence and prepare follow-up tasks for the responsible owner.
- Draft incident timelines and response communications from verified events; humans authorize security-sensitive actions and external communication.
04 / Practical delivery
- 01
Inventory accounts, systems and data, review risks and confirm incident responsibilities with the office and providers.
- 02
Implement agreed identity, device, sharing and verification controls; document recovery paths and test restoration evidence.
- 03
Run awareness and tabletop sessions, maintain the remediation tracker and review access and contracted-hours escalation arrangements.
05 / Outputs and cadence
The office receives a prioritized security/privacy assessment, access-review register, verification procedures and incident contact plan. Remediation reviews follow the agreed cadence; restoration and tabletop tests are scheduled around scoped systems. Awareness activities cover impersonation, phishing and changes to bank details using the office’s actual approval paths.
06 / Measures agreed per mandate
Examples to agree for the selected scope and baseline; not promised numerical results.
- MFA coverage
- Access-review completion
- Aged remediation items
- Restoration-test completion
- Awareness participation
- Contracted-hours triage performance
07 / Working interfaces
The security lead coordinates family representatives, staff, technology providers, banks and appointed privacy advisers. Support availability and response responsibilities are specified in the mandate. Controls reduce exposure and improve readiness; they do not create a zero-risk or fraud-prevention guarantee, or imply an uncontracted round-the-clock security service.
Build the support your family office needs.
Tell us where the office stands today and what you want to improve. Use an initial conversation to understand the work, assess fit and define the next step.