When their world
becomes your responsibility.
Sanctuary-grade household protection — extended quietly through the advisors, family offices, and trustees the family already trusts.
A private briefing · held in confidence · for partner firms only
The client reality
Your client is no longer a client at home. They are a target. The portfolio you steward sits inside a life that adversaries can see clearly: named on a board, recorded in a deed, photographed at a gala, signed onto wires from a phone — and protected, on the private side, by no one.
A 33% increase year over year, reported to the FBI IC3.
Across estate, real estate, vendor, and trust wires — the surfaces advisors touch.
The largest age cohort by reported loss — the cohort holding the wealth.
Heightened safeguarding and incident-response expectations on advisors.
Sources · FBI Internet Crime Complaint Center 2024 Annual Report · FBI IC3 BEC PSA (Sep 2024) · U.S. SEC Reg S-P amendments
Why enterprise controls stop at the driveway
The CISO's perimeter ends where your client's life begins. Corporate security protects the building, the badge, and the email domain. It does not protect the residence, the spouse's phone, the chief of staff, or the wire desk at the title company. That is the surface your clients live on — and the one we cover.
The enterprise perimeter · what it protects
Corporate identity, email, endpoints, the office network, the SOC dashboard. Designed for thousands of employees, a uniform device fleet, and a single corporate domain — optimized for audit, not for one family's lived complexity.
The private perimeter · what we protect
People, residences, devices, staff, wires, travel, communications — the household itself. One principal, one threat model, one quiet operator. Built for the way exceptional families actually live — across homes, advisors, devices, and time zones.
Enterprise security is a ceiling. The household is the open sky.
The advisor's quiet dilemma
Clients now ask you about cyber. They expect an answer worthy of the relationship. A wire is questioned. A spouse's email is breached. A residence camera is found online. The client calls you first — not a helpdesk. The expectation is not a referral to a vendor list. It is the quiet, capable presence the rest of your service already delivers.
"Is someone watching the rest of my life with the same care you watch my balance sheet?"
What the client is really asking.
A duty of care that now reaches past the portfolio — into rooms, devices, and relationships the firm was never built to manage.
What the advisor feels.
A cybersecurity operator.
What the firm cannot become — the economics, talent, liability, and tone-of-voice belong to a different practice.
A trusted name to call — once — that handles the rest, in your tone.
What TargetProof is for.
A relationship extended — never replaced.
What we are
A boutique household-security practice that works through you. Not a vendor. Not a call center. Not a dashboard your clients are expected to learn. A single principal — and the discipline of twenty-plus years advising financial institutions and critical infrastructure — brought quietly into the homes of the families your firm already protects financially.
NIST CSF 2.0, household-applied — Govern through Recover.
Remediation across people, institutions, and lifestyle.
The same person who owns the outcome owns the work.
TargetProof, LLC · Atlanta · insured & bondable
The household risk surface
Concentrated wealth, wire authority, public profile, multiple residences, household staff, and personal devices — every one of them a doorway, all of them outside the controls that protect a CFO at the office.
People
Family, staff, advisors — trust boundaries across spouse, children, chief of staff, household manager, and every advisor in the circle.
Wires
Estate, real estate, philanthropy, vendor and trust wires — the most rehearsed target of social engineering.
Devices
Personal phones, laptops, tablets, smart home — outside the enterprise fleet, unmanaged and unmonitored.
Properties
Multiple residences — flat networks, IoT, cameras, and integrators that quietly retain access long after install.
Visibility
Philanthropy, boards, press, social — patterns adversaries can read and time against.
Travel
…and the routines that make you predictable.
Six surfaces · one coordinated picture · taught to none outside the family
The Family Threat Model
One day on site. One complete picture of the household's posture — across people, institutions, and lifestyle. A living model the family keeps, updates, and owns. The natural first conversation when an advisor introduces us.
- Principal-led, one day on site — walked the way an adversary would: physical, digital, human.
- 156 controls, scored against NIST CSF 2.0 — Govern, Identify, Protect, Detect, Respond, Recover.
- Private USB deliverable — runs entirely on the family's devices. No cloud dashboard. No vendor-held report.
- A natural artifact to share with you — you see what we saw, in language fit for the boardroom.
Twelve Sanctuary remediation services follow from the gaps — selected as needed, sequenced from the family's roadmap. View the catalog
How collaboration works
Beside your team — never in front of the client. We are introduced through you. We work through you. We report to you, in the cadence and language your firm has already established with the family.
Quiet introduction
An advisor reaches out — never the client first. A short call to understand context: who the family is, what is changing, who else is in the room.
Private briefing
A tailored proposal — never a menu. Transparent scope, transparent investment, zero pressure. Reviewed with you before it reaches the family.
Quiet execution
Principal-led. On site. Then we step back. Devices hardened, identity monitored, gaps closed. Otherwise out of the family's way — and yours.
Advisor report-back
You see what we saw — in your language. A summary written for the relationship manager, the trust officer, or the FO principal — not a SOC console.
We coordinate with counsel, CISO, CIO, trustees, and family office — never around them
When advisors quietly introduce us
The most common moments partners reach for us — each one familiar to anyone who has sat across from a family for long enough.
A liquidity event
"They just closed. Public profile changed overnight."
Press coverage, board appointments, and inbound contact patterns shift in days. We harden the surfaces that just became visible.
A wire incident
"A change-of-instructions email — and a five-minute panic."
Whether real or near-miss, the relationship demands a real answer. We diagnose, contain, and quietly rebuild trust.
A new residence
"The integrator just left. Should I be comfortable?"
Smart-home installs leave standing access by default. We segment, audit, and document what stays — and what should not.
A staff change
"The household manager is leaving us."
Credentials, calendars, vendor lists, and access linger long after the goodbye. We close the loops, quietly and completely.
A generational transition
"The next generation lives differently than the principal."
New devices, new public surfaces, new advisors. We bring the threat model forward without re-traumatizing the family.
A family office stand-up
"We need one integrated picture — not seven vendors."
A new MFO or SFO build benefits from a unified household-security baseline before vendors are scoped.
Every scenario handled by a named principal · no tickets · no handoffs
What the partnership returns
The advisor's relationship deepens. The firm's exposure narrows. The family experiences your platform as more complete than they expected.
A reason to be in the home, not just on the call
Cybersecurity is the wedge most advisors lack and most families now expect. Hosting that conversation — without operating it — broadens the relationship in a way the next firm cannot replicate.
Wire fraud and impersonation, met before they arrive
Most household incidents become firm incidents — change-of-instructions wires, account takeovers, and impersonation calls land at your desk. A protected household is a quieter firm.
Something the prospect's current advisor cannot point to
A named household-security partner — bondable, principal-led, discreet — sits well in pitch books and even better in living rooms.
When the client asks "what about cyber," you have an answer
Not a vendor list. Not a disclaimer. A named human with the training and tone the family expects from anyone in your circle — and the discipline to stay out of their way.
The advisor remains the primary relationship — always
Engagement pathways
Three on-ramps shaped for advisor and family-office introductions. Each is private, bondable, and priced before it begins.
A focused on-site visit for up to three devices. A grounded starting point for a cautious principal — and a low-friction first introduction from your firm.
Up to six adults, unlimited devices, VPN, password manager, identity & credit monitoring — complete household implementation, principal-led.
One day on site. 156-control assessment. Private USB deliverable for the family owner. Gateway to Sanctuary remediation and optional annual advisory retainer.
Advisor referral fee structures available on request · arranged one firm at a time
Thomas M. Stone
Atlanta · Serving Southeast & select national estates
MBA, Georgia State University BA, Boston University
The person you introduce is the person who does the work. The same hands that hardened devices for financial institutions and critical infrastructure for two decades now walk the residence with you.
"Discretion is not a feature. It is the foundation."
Discretion
No client logos. No case studies. We do not name our clients. We do not name your firm.
One principal, on site
No tier-one, tier-two. No tickets. The diagnostic, remediation, and relationship live with the same person.
Credentials
MBA (Georgia State) · BA (Boston University). Microsoft & Check Point certified. Communications security. U.S. Patent 10,560,442.
Coverage
Hiscox professional liability. Bondable. Insurance fit for the boardroom and family office procurement.
Not a vendor. Not a platform.
A quiet name your clients can keep.
Every great partnership begins with a single, unhurried exchange. We would be honored to listen first — and only then to recommend.
Held in confidence · For partner firms only
Arrange a private briefingWarm introductions: hello@targetproof.com · LinkedIn