Integrated Family Office & Security Services
Combining elite wealth management capabilities with industry-leading cybersecurity expertise to protect and grow your legacy.
Family Office Solutions
Spend more time investing and less time on administrative tasks, manual workarounds and disparate technology platforms.
Accounting & Bill Pay
Comprehensive accounting services and streamlined bill payment processes to reduce administrative burden.
- Financial reporting
- Automated bill payments
- Secure transaction processing
Vendor Management
Expert selection and oversight of service providers to ensure quality and value.
- Vendor selection & vetting
- Contract negotiation
- Performance monitoring
Technology Implementation
Seamless integration of essential family office technology solutions.
- Platform selection
- System integration
- Process automation
Custom Reporting
Tailored financial reports that provide actionable insights for decision-making.
- Consolidated portfolios
- Cash flow analysis
- Performance metrics
Cybersecurity Packages
Comprehensive security solutions tailored for family offices and high-net-worth individuals.
Package Features
Rapid Diagnostic
Basic
Advanced
Comprehensive
Not sure which package is right for you? Contact us for a personalized assessment.
Strategic Advisory
Elite advisory services from industry experts with decades of family office and cybersecurity experience.
Consulting
Strategic guidance on family office operations, technology selection, and security practices.
vCISO Services
Virtual Chief Information Security Officer services providing executive-level security leadership without the full-time commitment.
Governance
Development of robust governance frameworks, policies, and procedures to ensure compliance and risk management.
Ready to Secure Your Family's Legacy?
Our team of experts is ready to create a customized solution for your family office needs.