Family offices

Discreet cybersecurity for family offices. Because privacy is the whole point.

Tier 1 provides discreet senior oversight across cyber risk, privacy, assurance and AI use, coordinated with the office's existing advisers and focused on the pathways that could expose private information or move money.

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02Tier 1

Section 02

Targeted risk around money, identity and trust

Threats against family offices can be deliberate, researched and shaped around a small team.

Payment and wire fraud

A researched impersonation of a principal, adviser or bank tends to arrive when a large transfer is already expected: a settlement, a distribution, an investment call.

Private information

Personal, financial and travel information can expose the family and the wider adviser network, and it often sits in more inboxes than anyone has counted.

Connected exposure

Personal devices, household technology, external advisers and a small team connect risks that look separate on paper but fail together in practice.

03Tier 1

Section 03

Quiet, senior and proportionate

Tier 1 helps protect email, identities, devices, records and transfers, sets safe rules for AI use and provides a senior point of coordination when something needs attention.

Family-office work is referral-led. No client, family or result is named without specific approval.

04Tier 1

Section 04

Begin with the connections that could move money or expose the family

The first review is bounded and practical. It looks at the pathways that join identities, communication, advisers, devices, records and transfers, then identifies where one failure could cross those boundaries.

Identity and email

Review the accounts used for sensitive communication, recovery paths, administrative access and signs of unsafe forwarding or sharing.

Transfer instructions

Define how new or changed payment details are verified through a trusted channel before anyone acts.

Adviser access

Map which advisers and providers can reach important information or systems and how access is changed or removed.

Response coordination

Set a clear contact path across the office, bank, advisers, providers and insurer before a suspicious event creates pressure.

05Questions

Straight answers

Common questions

How is privacy protected during the engagement?

The scope is kept to the information and people needed for the work. Sensitive material is not requested through the public booking page or ordinary email, and an appropriate channel can be agreed before detailed information is exchanged.

Do you replace our advisers or technology providers?

No. Tier 1 provides security leadership and coordination. Existing advisers and providers keep their specialist roles, while ownership, dependencies and decisions are made clearer across the group.

Can personal devices and household technology be included?

They can be considered when they create a material connection to family-office information, identities or payments. The exact boundary is agreed first so the work remains proportionate and does not become an open-ended technology review.

A quiet first step

Bring the issue already on your desk

Tell Michael what changed, who is asking and when a decision is needed. The first conversation will identify whether Tier 1 fits and the smallest responsible next step.

Book a confidential first call