One day. On site. See what matters most.
The Family Threat Model reveals the three dimensions that shape household risk: People, Institutions, and Lifestyle.
What the Family Threat Model covers
A one-day, on-site engagement. The principal evaluates 172 controls across three household-specific dimensions — surfaces inaccessible remotely or through a dashboard.
People
Family members, staff, caregivers, and advisors — identity protection, training, social engineering risk, and exposure to undue influence or elder exploitation.
Institutions
High-value wires, family office operations, custodians, attorneys, and vendors — authorization, verification, impersonation, and fiduciary exposure.
Lifestyle
Multiple properties, IoT ecosystems, travel patterns, personal devices, philanthropy, public profile, and the practical realities of how wealth is lived.
A household framework for digital trust.
Families already govern money, entities, and succession. Digital life usually runs on habit — a shared login, a text that looks like you, an assistant who can reset more than anyone meant.
Tools are not the point. The point is who can see, who can act, how you verify, and who moves first when something is wrong. That is a framework: roles, decision rights, oversight, and a way to respond. The Family Brief is that framework, written after a day in the house.
- Where you stand — the digital picture in plain language.
- Scope — what we looked at, and what we did not.
- Threat context — how this household can be impersonated, diverted, or rushed.
- People · Institutions · Lifestyle — who holds access, who holds authority, how wealth is lived.
- Priority findings — where trust is still informal and should not be.
- 30 / 90 / 180 — the work, in order.
- Residual risk — what you accept, defer, or will not accept.
Arrange a private briefing.
Confirm fit, timing, and scope first. Discretion is not a feature — it is the foundation.
Arrange a private briefing