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 monitoring by CSS security operations personnel using CrowdStrike Falcon or other industry-leading tools, 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 reported a cyberattack in the past 12 to 24 months, compared with 43% globally, rising to 62% for offices managing over $1 billion. Only 26% of family offices describe their incident response plan as robust. (Deloitte, Family Office Cybersecurity Report, 2024)
attacked offices suffered loss or damage
One-third of family offices that experienced a cyberattack suffered some form of loss or damage as a result. The most common consequences were operational damage, including loss of confidential or sensitive data (20% of victims), and financial loss (18%). A single breach can expose trust structures, investment portfolios, estate plans and the personal information of family members. (Deloitte, Family Office Cybersecurity Report, 2024)
of attacked offices hit by phishing
Phishing was the most common form of attack against family offices, experienced by 93% of those attacked, followed by malware (35%) and social engineering (23%). Nearly one-third (31%) of family offices have no cyber incident response plan in place. (Deloitte, Family Office Cybersecurity Report, 2024)
Most family offices do not have a security problem. They have an ownership problem. The typical private office already has an IT provider, an AV integrator, cloud platforms, a bank's fraud team and a wealth reporting vendor. Each is competent inside its own boundary, and none of them owns the space between, which is where most incidents start.
We operate as your private cybersecurity office. You have an accountant and you have a lawyer; this is the same sort of arrangement. One accountable senior adviser owns the whole picture across the family, the organizations, the money and the homes, and answers for it.
We work alongside your incumbent IT provider and integrators. They keep their roles; we hold the seam between them.
You are not buying a software license with a portal attached. The family is never asked to triage an alert.
We do not hand over findings for the family to work through. Where a fix is safe and authorized, we carry it through.
Your matters go to two senior advisers who already know your context, not to a case number or an account manager.
Every part of the program belongs to one of four steps. We use the same four words in every report and briefing, so the family, its organizations and every incumbent provider share one operating language.
Establish what actually exists: people, identities, accounts, entities, systems, money flows, providers and dependencies.
Remove unnecessary exposure and make high-consequence actions verifiable instead of merely convincing.
Collect agreed signals, determine what is significant and escalate privately to the person who can act.
Coordinate containment, recovery, providers, evidence and communications when something happens.
A familiar voice, face, email address or sense of urgency is not authorization.
Synthetic audio of a principal instructing an urgent wire now costs very little to produce and needs only seconds of public speech. The control that defeats it is not better judgment under pressure. It is a verification rule no one is permitted to skip, applied identically to the most senior person in the family.
Identify the transaction or change, its owner, amount, recipient and the authority being claimed.
Confirm through a trusted channel using contact details held independently, never a number supplied in the request.
Threshold-based review, dual authorization and enhanced checks for first-time recipients or changed banking details.
Separate initiation, approval and release where the institution supports it, and keep evidence of who authorized what.
Escalate suspected fraud immediately and coordinate holds, recalls, counsel, insurers and authorities. The first hour matters most.
Workflows we protect: capital calls, wires, grants, invoices, vendor payments, payroll and reimbursements; changes to banking details, beneficiaries, payment routes and account recovery contacts; new vendors and advisers; and urgent or secret instructions attributed to a principal.
Where the family holds cryptocurrency or other digital assets, a transfer is irreversible and a key is bearer property, so custody is treated as a first-class part of the program.
| Area | What we address |
|---|---|
| Custody model | Review of self-custody, qualified custodian and hybrid arrangements against the family's risk tolerance, transaction frequency and fiduciary obligations. |
| Key material | Hardware wallet hygiene, seed phrase generation and storage, multi-signature and threshold schemes, and elimination of single points of loss or theft. |
| Exchange and platform accounts | Account takeover resistance, withdrawal allow-lists, API key scope and rotation, and separation from personal email and phone numbers. |
| Transaction verification | Address verification discipline, allow-listed destinations, test transactions and controls against address-substitution malware. |
| Succession and incapacity | A tested, legally coherent recovery path for authorized parties on death or incapacity that is not also an attacker's path, coordinated with counsel. |
We do not take custody of client assets, key material or seed phrases, and we do not initiate, approve or release transactions.
Protecting a family should not create a new place where everything about that family is written down.
Hiring a security firm concentrates sensitive information in a new organization. That concentration is itself a risk, and it is the first one we engineer against.
| Mechanism | How it works in practice |
|---|---|
| Pseudonymous operations | Routine monitoring, alerts and work records reference a program identifier instead of a family or entity name. |
| Restricted identity mapping | The link between program identifiers and real identities is held by a small named group under dual control, with access logged and reviewed. |
| Minimization | We collect only what an approved purpose requires, with retention periods agreed in advance. |
| Compartmentalization | Personal, organizational and high-sensitivity matters use separate workspaces, permissions and distribution lists. |
| Threats, not people | Monitoring is tuned to detect attacks, not to observe behavior. We do not collect browsing history, message content, location or productivity data. |
| Private only | We never identify clients publicly, publish case studies or put clients forward as references, during or after an engagement. |
Protection follows the family's people, authority, money, technology and relationships. No single building or network contains it.
The family's information lives in more places than the family's systems. Every provider is registered, tiered by what it can actually reach, assessed against that tier and held to written requirements.
| Tier | Who is in it | What we require |
|---|---|---|
| Tier 1: Critical | Banks, custodians, fund administrators, core cloud and identity platforms, IT and security providers | Full security review before engagement and annually, evidence of MFA, encryption, logging and tested recovery, and contractual breach notification and audit rights |
| Tier 2: Sensitive | Attorneys, accountants, trustees, wealth reporting platforms, payroll and insurance brokers | Questionnaire and attestation review, contractual data-handling terms and a secure exchange channel instead of email attachments |
| Tier 3: Operational | Estate and AV integrators, property managers, household, travel and lifestyle providers | Named individuals, approved time windows, logged sessions, no shared credentials and confirmed revocation |
| Tier 4: Incidental | Providers with minimal data and no access | Register entry and periodic confirmation that nothing has changed |
Continuity means more than backup. It is the ability to decide, communicate, move money and recover identities when the usual systems, accounts or people are unavailable.
The vault is a deliberately small, encrypted, access-controlled record of the information that has no substitute: account recovery paths and break-glass credentials, verified callback numbers for every institution, signatory records, digital-asset custody documentation, entity and insurance documents, domain and technology records, an authorized contact tree, and the incident and fraud response plans.
No single person can open the vault alone. Access requires a quorum of named holders, with every access logged and reviewed.
Copies are geographically separated on different media, including at least one offline copy no network compromise can reach.
Vault and backup systems use credentials entirely separate from production. Backup administration is never a domain administrator role.
| Backup rule | What it means |
|---|---|
| 3 copies | Production data plus at least two backups, so a single encrypted copy is never the last one. |
| 2 media types | Copies on different technologies, so one platform failure or compromise does not take all of them. |
| 1 off-site | At least one copy away from the primary environment. |
| 1 offline or immutable | At least one copy air-gapped or locked so no administrator, including a compromised one, can delete or alter it. |
| 0 unverified | No backup counts until it has been restored and checked. |
Tested, not assumed: quarterly restoration tests and vault reviews, a semi-annual break-glass rehearsal, an annual full recovery exercise, and an incapacity and succession pathway designed with the family's trust and estate counsel.
CSS security operations personnel monitor your environment around the clock using CrowdStrike Falcon or other industry-leading tools. Technology finds signals; our analysts validate them, and anything material goes to your senior adviser, who contacts the right person privately and coordinates the next step. No alert ever reaches the family unreviewed, and your designated contacts can reach an on-call expert at any hour for a suspicious call, a lost device or a payment that feels wrong.
Agreed signals from endpoint, identity, email, cloud, network, domain and connected systems.
Technical evidence combined with threat intelligence and the family's specific context.
Analysts investigate and remove routine noise before anyone is disturbed.
A senior adviser sets out significance, options, urgency and the authority required.
| Severity | Example | Target first response |
|---|---|---|
| Critical | Suspected fraudulent transfer in progress, principal account takeover, active ransomware | 15 minutes, 24x7 |
| High | Confirmed credential compromise, targeted impersonation of a principal, unauthorized access to a residence system | 1 hour, 24x7 |
| Medium | Exposure at a third party, suspicious but unconfirmed activity, material control failure | 4 business hours |
| Low | Routine advisory, hygiene finding, general request for guidance | 1 business day |
First response means a qualified person is engaged and working the matter, not an automated acknowledgment. Monitoring covers systems where compatible telemetry is enabled; gaps are reported and tracked, not assumed away.
| Phase | What we do | What you receive |
|---|---|---|
| Days 1 to 30: Understand and stabilize | Confirm scope and authority, build the register of people, entities, homes, providers and money flows, and identify immediate risks. Read-only by default. | A protected-person and environment register, and immediate risks raised as we find them, not held for a report. |
| Days 31 to 60: Assess and design | Assess identity, endpoint, email, cloud, financial, network and connected environments, design verification controls and the vault, and begin approved quick wins. | An executive assessment, a private risk register, financial control design and the vault build. |
| Days 61 to 90: Plan and prove | Agree the prioritized roadmap, complete incident and fraud plans, and run the first restoration test and tabletop exercise. | A prioritized roadmap, a tested recovery position and the ongoing protection schedule. |
Remediation begins during the baseline, not after it. Where a risk is material and the fix is safe, we ask for authorization and act, with every change documented in advance.
After the first ninety days the program continues as ongoing protection: 24/7 monitoring and private escalation, support through change (new people, devices, providers, homes, transactions and travel), maintenance and testing of the vault, an optional standing weekly call with your senior adviser, a monthly operational review, a quarterly executive briefing and an annual assessment refresh and recovery exercise. Reporting avoids unnecessary personal detail and never produces behavioral scorecards on family members or staff.
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. Targeted social engineering testing shows how your staff respond before a real attacker tries.
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.
Where a family office or its investment entity is a registered investment adviser, or falls within GLBA as a financial institution, cybersecurity carries defined obligations and examination exposure. We design controls so they also produce the evidence those obligations require.
| Obligation | How the program supports it |
|---|---|
| SEC Regulation S-P | The 2024 amendments require a written incident response program, notice to affected individuals as soon as practicable and no later than 30 days, and oversight of service providers. Compliance dates passed in December 2025 for larger advisers and June 2026 for smaller ones. Our incident plan, tabletop results and notification templates are built to be the evidence an examiner asks for. |
| SEC Regulation S-ID | Identification of covered accounts, written red-flag detection procedures and documented response, aligned with the account and transaction controls above. |
| Material non-public information | Access segregation, data room hygiene and monitoring for exfiltration during transaction periods. |
| GLBA Safeguards Rule | An annual penetration test, vulnerability assessments every six months, multi-factor authentication, encryption, a designated Qualified Individual and FTC notification within 30 days of an event affecting 500 or more consumers. |
| State privacy laws | Support for data mapping, retention, deletion and subject-rights obligations in California, New York and other states, in coordination with counsel. |
| Foundations | Protection of grantee, applicant and donor information, board material and the foundation's public presence. |
| Cyber insurance warranties | Review of cyber policies against the controls actually in place, so a claim is not defeated by an unmet warranty and improvements are credited at renewal. |
We are not a law firm and do not provide legal advice. This work is performed in coordination with your general counsel, compliance officer and outside counsel.
Tell us what you need and a senior consultant will reply within one business day with next steps or a quote. Prefer to talk? Book a call.
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.
If your family office is structured as a registered investment adviser (RIA), you are subject to SEC Regulation S-P, and the 2024 amendments impose specific written program, incident response, and breach notification requirements. Family offices providing financial services are also subject to GLBA. Even family offices that fall outside regulatory coverage have a compelling business and fiduciary case for a formal program: 57% of North American family offices have been attacked, and only 8% currently use external security providers. The risk is real; the adoption gap is large.
Incident response for family offices requires speed, discretion and coordination across legal counsel, insurance carriers, regulators and, where needed, law enforcement and public relations advisers. Critical matters such as a suspected fraudulent transfer or a principal account takeover receive a first response within 15 minutes and high-severity matters within one hour, at any hour. Your senior adviser coordinates the full response, including evidence preservation, notifications and recovery, using playbooks for the wire fraud, business email compromise and data breach scenarios most common in family offices, rehearsed with your team before they are needed.
CSS security operations personnel monitor your environment around the clock using CrowdStrike Falcon or other industry-leading tools. Our analysts validate every alert before anything reaches the family, and material matters go straight to your senior adviser, who contacts the right person privately and coordinates the response. Your designated contacts can also reach an on-call expert at any hour without waiting for an alert.
No. We are a cybersecurity firm and do not provide guards or executive protection. We cover the digital side of family office security, including where it meets physical security, such as leaked travel plans, home networks, smart home devices and online exposure of the family, and we coordinate with your physical security provider.
Yes. The program extends monitoring and protection to principals' and family members' personal devices, home networks and travel, because attackers often target the family rather than the office.
With layered controls: email authentication and impersonation detection, out-of-band verification and dual authorization for every payment instruction, staff training on voice and video impersonation, and tabletop exercises that rehearse a fraudulent transfer request before it happens.
Yes. Many family offices keep their IT provider for day-to-day support while we provide security monitoring, assessments and vCISO leadership, and we coordinate closely with them.
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