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Resources

Resources

Empowering You with Expert Knowledge and Advice

  • Best Practice

    Who Can Reach the Accounts When the Principal Cannot Grant Access

    Who Can Reach the Accounts When the Principal Cannot Grant Access

  • Family Office Cybersecurity Best Practices

    Best Practice

    The Household Perimeter: Nobody Owns the Network at the House

    Home network guidance is public, specific and adequate. The residence is exposed because nobody is responsible for following it and no contract obliges anyone else to. Where ownership, integrator contract terms and configuration belong, in that order.

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  • Family Office Cybersecurity Best Practices

    Best Practice

    “We’re Not a Target”: The Cybersecurity Belief That Leaves Family Offices Exposed

    ‘We’re not a target’ is the most dangerous belief in family office cybersecurity. Most attacks are opportunistic. But what attackers find inside changes that.

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  • Best Practice

    What Your IT Provider Doesn’t Cover: Building a Real Family Office Cybersecurity Program

    Your IT provider or MSP keeps systems running. That is not a family office cybersecurity program. Here is what your IT contract actually leaves uncovered.

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  • Best Practice

    What Family Offices Should Expect from a Cybersecurity Advisor

    What a family office cybersecurity advisor actually does, and how the role differs from your MSP, MSSP, consultant, and IT staff. A guide for UHNW families.

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