Security for Family Offices, Principals, and Families
01Context
Family offices and their principals hold concentrated wealth, visibility, and trust, which makes them targets for impersonation, fraud, and intrusion that reaches from corporate systems into private homes. Acervus protects the principal, the family, and the office as one environment.
02How it is typically done
Personal security is handled informally: an assistant manages accounts, a home technology installer sets up the network, and corporate IT protects only corporate devices. Travel preparation focuses on logistics, not digital risk.
03Where that breaks down
- Home and family environments fall outside every corporate security program.
- Personal information published by people-search sites and breach data enables impersonation, social engineering, and physical targeting.
- Voice and video impersonation now make urgent requests from a "family member" or "executive" convincing.
04The Acervus approach
Three services address the points above, each with a defined deliverable. For requirements beyond these services, Acervus provides tailored solutions by consultation through Custom Solutions.
05Services
| Service | Description | Format |
|---|---|---|
| Personal and Family Exposure AssessmentRequest an Engagement | Review of publicly available personal information, breach exposure, and account security for the principal and household | Confidential report with prioritized actions |
| Family Exposure MonitoringRequest an Engagement | Continuous monitoring for new breach exposure and personal information publication | Alerts, quarterly review |
| Impersonation Defense ProtocolRequest an Engagement | Family and staff verification procedures for urgent financial or access requests | Written protocol, briefing |
06Scope and limitations
Engagements cover the principal, household members who consent, and accounts the client controls.
07Engagement models
- Initial assessment, then an annual monitoring subscription.
08Request an Engagement
Submit a confidential request. A principal will respond within one business day.