Connect
Bring technical, financial, legal, insurance, and operating roles into one view.
Family office cyber readiness
Family Office Cyber and Provider Readiness
Coordinate family office cyber, wire, identity, vendor, and operating response responsibilities before a high-pressure event.
Make the response usable before it is needed.
Cybersecurity specialists protect systems; continuity planning ensures the family and office know how to decide and operate when an event crosses technical, financial, legal, insurance, communications, and personal-security boundaries.
We work alongside existing office leaders, counsel, fiduciaries, insurers, banks, security providers, and other specialists to clarify the operating response without displacing their professional responsibilities.
When this work helps
- Cyber plans are technical but do not clarify principal or office decisions
- Wire, identity, device, or vendor events require several advisers to coordinate
- The office has not rehearsed how to operate during system or provider disruption
- Insurance, counsel, security providers, banks, and leadership lack one activation protocol
What the office receives
- Cross-functional event and decision map
- Activation thresholds and escalation paths
- Bank, counsel, insurer, security, and provider coordination plan
- Manual-workaround and critical-service priorities
- Tabletop exercise and improvement register
A readiness cycle built around decisions and evidence.
Clarify
Define triggers, decision rights, notifications, and protected communication routes.
Prepare
Document coordinated actions and manual operating alternatives.
Exercise
Run a realistic scenario and improve the response while stakes are low.
Questions office leaders often ask.
Do you provide cybersecurity testing?
No. Technical testing and managed security should be performed by qualified cybersecurity providers. Our role is to connect their plans to family and office decision-making and operating continuity.
Why include providers in the exercise?
Because real events often require banks, counsel, insurers, IT, security, and office leaders to act in sequence. A technically sound plan can still fail if activation and decision ownership are unclear.
How ready is the office to continue?
A confidential first conversation can identify the continuity question, the appropriate participants, and whether a focused readiness review would add value.
Request a readiness review ↗