Family Office Security Governance
Who decides, who approves wires, how vendors are vetted, and how policies survive staff turnover.
What it is
Technical controls fail without governance. We establish security authority, document household and family office policies, build vendor vetting and offboarding procedures, and map advisor access scopes.
Includes annual review cadence and exception logging so your program stays current as the family evolves.
Ideal for: Family offices formalizing security for the first time or recovering from advisor fragmentation.
- Security authority and escalation charter
- Household and FO policy documentation
- Vendor vetting and offboarding SOPs
- Advisor access scope matrix
- Wire and payment dual-control procedures
- Annual independent review schedule
How engagements are delivered
Every engagement starts with what's actually at risk - then fixes what matters most. You receive a clear scope, hands-on remediation where it counts, and documentation your family can act on.
Identified in your Sanctuary Model?
If your private gap assessment flagged controls in this area, this service closes them with white-glove execution - not another checklist.
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