Industry
We provide discreet IT and security for family offices — protecting principals, staff, and household operations against the targeted fraud that follows significant wealth.
Common Challenges
Practical Outcomes
How We Help
Most businesses are attacked opportunistically. Family offices are researched. Attackers identify principals from public filings, property records, charitable boards, and social media, then work toward the people around them — the bookkeeper who pays invoices, the assistant who manages calendars and travel, the household manager who coordinates vendors. The fraud, when it comes, arrives as a plausible request from a familiar name at a busy moment.
Defending against that requires more than office IT. We look at the full surface a family actually uses: office systems, personal email accounts that long predate the family office, home networks, travel patterns, and the devices of family members and trusted staff. The controls we recommend are calibrated to be lived with — strong enough to matter, unobtrusive enough that principals and staff keep using them.
Family offices reasonably resist tooling and processes that scatter their information across more vendors and dashboards. Our practice is deliberately conservative: minimal data collection, access limited to what the engagement requires, clear documentation of what we can touch, and a preference for hardening the platforms the family already uses — typically Microsoft 365 — over introducing new ones.
Day to day, that translates into quiet, senior-level support: payment verification procedures for the people who move money, managed and encrypted devices for those who handle family information, periodic reviews of who and what has access — including long-tenured staff and legacy vendors — and a direct line to someone who already knows the environment when something feels wrong. Most engagements run remotely, with onsite work in the Bay Area, Sacramento, Reno, and Tahoe regions as needed.
Relevant Services
We keep claims modest and practical: better controls, clearer documentation, and security practices that can support audits and reviews.
Microsoft 365 and Entra ID hardening for startups, mid-sized companies, and small IT teams — MFA, admin cleanup, secure sharing, tenant review. Bay Area, Sacramento, Reno.
Email security for startups, mid-sized companies, and small IT teams — SPF, DKIM, DMARC to enforcement, anti-phishing, and business email compromise prevention on Microsoft 365. Bay Area, Sacramento, Reno.
Practical cybersecurity reviews for startups and mid-sized companies — plus help answering enterprise security questionnaires and vendor due diligence. Prioritized, plain-language findings. Bay Area, Sacramento, Reno.
Service Areas
FAQ
Yes. Single-family offices typically engage us for the full environment — office, principals, household, and staff. Multi-family offices more often engage us for their firm infrastructure and client-facing security practices. In both cases the work is scoped tightly and documented, and access is limited to what the engagement requires.
Yes, and for family offices we consider it essential. Personal email accounts, phones, tablets, and home networks are common entry points because they sit outside traditional office controls. We extend protection there with the family's consent and clear boundaries on what is monitored — which is typically configuration and security state, not content.
With the combination that has the strongest track record: email authentication and impersonation protection to reduce fraudulent messages, alerts on mailbox rule changes that indicate compromise, verified callback procedures for every new or changed payment instruction, and periodic briefings so bookkeepers and household staff recognize the current fraud patterns targeting families like yours.