A Cybersecurity Partner for Family Offices & Wealth Advisors

If you run a family office or advise significant wealth, you have likely done the responsible things: the office systems are managed, the custodians are sound, the controls on movement of funds are written down. The exposure that remains is the one your mandate has never quite covered — the principals themselves. Their personal email, their homes full of contractor-installed devices, their children's accounts, the household staff with a decade of accumulated access: a perimeter no office policy reaches.

Attackers understand this division of labor better than most advisors do. Business email compromise against a family office is rarely aimed at the office; it begins in a principal's personal inbox, where the attacker reads quietly for weeks until a capital call or a closing presents the moment to insert wiring instructions that look exactly right. The office executes in good faith. The family asks the advisor how this was possible.

Fiduciaries increasingly carry this question in diligence, in insurance renewals and in succession planning: who, precisely, is responsible for the family's personal cyber risk? For most families the honest answer is no one.

We work as a quiet extension of the advisory relationship, not a competitor to it. Reporting is framed for you and your principals in plain language; remediation happens around the family's rhythm; and we hold no mandate beyond the one you set. Ongoing advisory relationships are structured as retainers — agreed before any travel or on-site engagement — covering assessment cadence, incident coverage and availability. The conversation to establish that relationship is always confidential and without obligation.