A clear, advisor-led cybersecurity program — scored against the national standard, with SEC Reg S-P and FTC Safeguards exam-readiness built in. No jargon. No checklist you can't act on. Handled for you, end to end.
Family offices and the advisers who serve them hold exactly what attackers want: real money, movable by wire, guarded by small teams. Generic IT security wasn't built for this — and as of the 2024 amendments, regulators now expect a documented, examinable program, not good intentions.
of North American family offices were hit by a cyberattack in the last one to two years — yet roughly a third still have no incident-response plan (Deloitte, 2024).
Record-high average cost of a U.S. data breach in 2025 — and a single fraudulent wire can exceed it (IBM).
SEC Reg S-P now applies to all covered firms (the smaller-entity date passed June 3, 2026), and the FTC Safeguards Rule is in force for non-bank financial institutions.
A complete, advisor-led program — from the first honest assessment to a regulatory exam file and an ongoing watch on what's changing.
The four-stage engagement — assess, prioritize, equip, and sustain — and everything it produces.
What we do →Reg S-P and FTC Safeguards mapped to your scores — the artifacts, the clocks, and who's covered.
Regulatory overlays →Three ways to engage — assessment, program build, or a retained vCISO — and why advisor-led.
How we work →A curated watch on regulatory change and the threats aimed at private wealth — updated regularly.
Regulatory & threat watch →Plain-language explainers on Reg S-P, the FTC Safeguards Rule, wire fraud, and deepfake threats.
Read the briefs →An operator's adversary lens — from OGA and Secret Service to family-office and federal cyber roles.
Meet Michael →A confidential, no-obligation conversation about your firm or family office, what you're protecting, and which (if any) regulatory regime applies to you.
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