Cyber Security Services- Securing Fortune 100 companies since 2014
Family offices and the families they serve have become one of the highest-priority targets in the cybercriminal ecosystem. The reason is straightforward: concentrated wealth, highly sensitive personal information, and — until recently — minimal security infrastructure. Cybercriminals do not require sophisticated technical tools to breach a family office. A convincing email impersonating a trusted attorney, a deepfake voice call using three seconds of audio from a conference panel, or a single employee clicking a link in a wire transfer request can grant an attacker access to accounts, investment structures, and personal data that took generations to build.
Cyber Security Services provides a dedicated cybersecurity program for single-family offices, multi-family offices, registered investment advisers serving UHNW clients, and the principals and families they represent. Our approach combines the institutional-grade security capabilities of enterprise organizations — 24/7 SOC monitoring powered by CrowdStrike and AgileBlue, CISSP-certified leadership, and compliance expertise across SEC, GLBA, and state privacy frameworks — with the discretion, personalization, and responsiveness that private clients require.
Protecting wealth is not only about protecting systems. It is about protecting the privacy, safety, and legacy of the family itself.
of N. American family offices attacked
57% of North American family offices experienced a cyberattack in the past 24 months — rising to 62% for offices managing over $1 billion AUM. Yet only 8% of family offices currently use an external managed security provider, and just 26% have a tested incident response plan. The gap between exposure and preparedness is wider here than in any other financial sector. (Deloitte, Simple Family Office Report, 2025)
premium for UHNW data on dark web
Financial and personal data tied to ultra-high net worth individuals commands up to three times the price of standard financial data on dark web markets. A single family office breach can expose trust structures, private investment portfolios, tax strategies, estate plans, family governance documents, and the personal information of every family member across multiple generations. (Deloitte, Altoo, 2025)
of attacks start with phishing
93% of family offices that experienced a cyberattack reported phishing as the primary attack vector — frequently manifesting as Business Email Compromise (BEC), whaling attacks targeting principals and executives, and AI-generated deepfake impersonations of trusted advisors. 31% of family offices globally have no cyber incident response plan at all. (Simple Family Office Security & Risk Report, 2026)
24/7 dedicated IR — 1-hour SLA for critical incidents
AgileBlue’s AI-enhanced Security Operations platform is purpose-built for organizations that need enterprise-grade continuous monitoring without enterprise complexity. AgileBlue’s Sapphire AI SOC Analyst provides real-time detection, automated threat investigation, and autonomous response — isolating compromised hosts, disabling compromised accounts, and blocking malicious activity the instant a threat is validated. The platform’s 24/7 SOC experts provide human-backed oversight across cloud, endpoint, and network environments, with clear visibility into your cyber risk posture at all times.
Both platforms integrate directly with your existing Microsoft 365 environment, financial and portfolio management platforms, and cloud infrastructure — providing coverage across the full technology ecosystem your office depends on.
Whaling attacks are precision-targeted phishing campaigns built from months of research on a specific individual — using their relationships, communication style, current transactions, and organizational context to craft attacks that bypass every generic awareness training program. We provide principal-specific threat intelligence, communication verification protocols, and staff training that addresses the sophisticated social engineering techniques targeting family office leadership.
We establish out-of-band verification protocols for high-value financial transactions — requiring multi-step confirmation through pre-established secure channels that cannot be replicated by voice cloning or deepfake video. We develop and test these protocols with your team and key advisors to ensure they are operational before an attack occurs, not assembled under pressure during one.
Open-source intelligence gathering (OSINT) is the reconnaissance foundation for most sophisticated attacks on high net worth families. Attackers compile profiles from public filings, property records, social media, court documents, and leaked data — assembling an intelligence picture that makes their attacks devastatingly personal. We conduct OSINT exposure assessments that identify what is publicly available about your family and key staff, recommend exposure reduction strategies, and provide ongoing monitoring for new exposure events.
Family offices and the advisers who serve them face a growing regulatory compliance burden. Our program addresses the specific frameworks that apply to your structure:
Family offices manage a unique combination of institutional complexity and personal sensitivity that no off-the-shelf security program is designed for. The assets at risk include not just financial accounts but trust structures, estate plans, family governance documents, personal medical and legal information, and the physical safety of principals and family members. The threat actors targeting family offices use highly personalized tactics — built from public records, social media, and dark web data — that require a security program specifically calibrated for private wealth environments, not adapted from a corporate template.
Discretion is foundational to how we operate. We do not publish client names or case studies involving family office clients. Our engagement agreements include robust confidentiality terms. Our team members operate under strict non-disclosure obligations. We are accustomed to operating within the privacy expectations of private wealth environments — the same standard your attorneys, private bankers, and family advisors maintain.
Incident response for family offices requires speed, discretion, and coordination across multiple stakeholders — legal counsel, insurance carriers, regulators, and potentially law enforcement and public relations advisors. Our incident response team engages within hours, provides 24/7 availability for critical incidents under our Premier and Concierge tiers, and coordinates the full response including regulatory notifications, evidence preservation, and recovery. We have specific playbooks for the BEC, wire fraud, and data breach scenarios most common in family office environments — and we test those playbooks with your team before they are needed.
CrowdStrike Falcon MDR is the Forrester Wave Leader for managed detection and response — the highest tier of enterprise endpoint, identity, and cloud protection available. It is the right choice for larger offices, those with complex multi-platform environments, and situations where the highest level of detection capability and dedicated analyst support are required. AgileBlue is an AI-native SecOps platform designed for organizations that need continuous professional-grade monitoring with a streamlined deployment and strong automation capabilities. Both platforms provide 24/7 coverage and human-backed expert analysis. We assess your environment and recommend the right platform — and in some cases, both — during the initial security assessment.
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