Who We Serve

Family Offices

Cybersecurity and IT engineering for the operational backbone of high-net-worth families.

Engineered for entities, designed for principals.

Single-family offices and multi-family offices manage operational risk for principals across multiple residences, businesses, and trusts. We support family offices by treating the principal’s digital safety and the office’s technology platform as one engagement.

Family offices typically engage CCM Techs through general counsel or a CFO. Our intake accommodates engagements that flow through privileged channels.

Common engagements

What we typically do for family offices.

Office IT & cyber

  • Concierge helpdesk for staff
  • M365 / Google Workspace administration
  • Backup, DR & continuity
  • Compliance advisory (NYDFS, SHIELD, & insurance)

Principal protection

  • Personal device hardening
  • Home network redesign
  • Identity & reputation defense
  • Travel security

Wire fraud & transfer controls

  • Family code-word program
  • Deepfake awareness training
  • Multi-channel verification protocol
  • Tabletop exercises with principals
Threats we address

What targets family offices.

Family-office controllers are among the most-targeted roles in financial services. Attackers know the controller is the bottleneck for wires, and they tailor pressure accordingly.

Top exposures we see

  • Voice-cloned wire fraud impersonating principals
  • Vendor-impersonation invoice fraud
  • Inner-circle compromise (controller, accountant, attorney)
  • Targeted business email compromise
  • Cloud-account session hijacking
  • Compromised family-office vendors as supply chain
Begin a private conversation

A senior engineer responds personally.

NDA on first call. Typical reply within one business day.

Schedule a Call 516-779-8857