Family Office Cybersecurity Maturity

Welcome to our free Cybersecurity Maturity Quiz for Family Offices—a concise 5-question, 3-minute evaluation designed for UHNW families to gauge their cybersecurity maturity. This tool reveals how your cybersecurity measures stack up against your peers and offers actionable steps to bolster your digital defenses against evolving threats. Please note, this quiz isn’t a substitute for a full cybersecurity analysis—it’s simply a valuable starting point for building a more secure digital environment.

Do you have a dedicated person or team responsible for cybersecurity?

We don’t have anyone specifically assigned.

We have someone handling it on an informal or as-needed basis.

We have a designated role with documented responsibilities and processes.

We have a dedicated team that routinely reviews and refines our cybersecurity measures.

We have an integrated, high-performing cybersecurity function that continuously adapts to emerging threats.

How would you describe your cybersecurity policies and procedures, including your incident response plan?

We don’t have any formal documentation or response plans.

We have a few basic guidelines, but nothing comprehensive or regularly updated.

We have fully documented policies and an incident response plan that are in place, though they’re reviewed infrequently.

Our policies and incident response plan are regularly reviewed and updated, with clear procedures for most situations.

Our policies, procedures, and incident response plans are continuously refined based on emerging threats and best practices.

How often do you review and update your cybersecurity measures to identify vulnerabilities?

We rarely review our cybersecurity measures unless something goes wrong.

We conduct occasional reviews, typically after an event occurs.

We perform formal reviews on a scheduled basis (e.g., annually).

We have systematic, regular assessments to evaluate and update our measures.

We utilize continuous monitoring with real-time updates and proactive vulnerability assessments.

Do you have dedicated IT resources or an outsourced managed service provider (MSP) that utilizes advanced monitoring solutions (like EDR or MDR) to protect your endpoints?

No dedicated IT resource; we buy technology on an ad-hoc basis when needed.

We have minimal IT support, relying on external vendors only when issues arise.

We have a dedicated IT person or a small team that manages basic cybersecurity tools, including some advanced solutions.

We have a robust IT department or outsourced MSP that actively monitors our networks with advanced tools (EDR/MDR) and routinely updates our defenses.

We maintain a continuously monitored IT infrastructure managed by experts who proactively use cutting-edge technology to anticipate and mitigate threats.

How frequently does your family office provide cybersecurity training and awareness for its staff?

We do not provide any cybersecurity training.

Training is provided occasionally, usually after an incident occurs.

We have scheduled annual training sessions on cybersecurity best practices.

We conduct regular training sessions, including updates based on current threat trends.

Cybersecurity training is an ongoing effort, fully integrated into our culture with frequent updates and comprehensive programs.

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