A small number of single- and multi-family offices retain us privately for the same engineering discipline we apply to regulated commercial clients — with the additional standards a family office requires.
Family offices are sophisticated buyers of professional services. You already have a CPA, a tax attorney, an estate planner, an investment advisor, a private wealth platform, and probably a chief of staff. What you do not always have — or what you have outgrown — is a senior IT and cybersecurity function that operates at the standard of the rest of your professional team.
That is what we provide. We are the IT counterpart to your existing professional advisors. We work alongside them, under whatever discretion arrangement the principal wants, with the same kind of long-term, recurring engagement structure they have.
If you are a single-family office with several residences, a chief of staff, household staff, and at least one generation of inherited responsibilities, the scope of your IT problem is no longer "set up the Wi-Fi." It is closer to an institutional IT environment with retail-grade tooling and no governance.
If you are a multi-family office managing IT for several principals, the complication multiplies: each family has its own residences, staff, vendors, and standards. Coordinating any of that with confidence requires senior engineering judgment, not a managed-services-provider portal.
Either profile is the right fit for this engagement. Households with a single residence and standard family complexity belong on our personal IT engagement instead.
Tailored to each engagement. The below is illustrative, not a fixed menu.
Site-to-site VPN across primary residence, vacation residences, family office headquarters. Unified file storage. Internet redundancy. Cellular failover for residences that cannot afford to go offline. Annual physical-security review of network closets and AV rooms.
One identity per family member, one per staff role. Role-scoped access. Documented onboarding when staff joins; documented off-boarding when staff leaves — with access disabled across every system within minutes, not days.
Encrypted communication for sensitive family matters. Vetted platforms aligned with the family’s discretion preferences. Where appropriate, signed and encrypted email infrastructure for the principal.
The same defense-in-depth posture we deploy for cleared work, sized to the family. Endpoint detection on every device. Quiet, ongoing monitoring. Phishing-resistant MFA. Annual penetration tests and tabletop incident response.
Coordination with your private wealth platform, custodians, tax software, and family-office back-office systems. Audit-traceable access, role-based permissions, documented for the family’s CPA and counsel.
We are the family’s single IT relationship. Internet providers, smart-home installers, AV vendors, security-system companies — vetted on entry, managed throughout, replaced quietly when they fail to meet the standard.
Coordinated with the family’s estate planner: inventoried, documented, secured passage of digital assets between generations. Crypto, private email archives, photo libraries, family records — treated with the same rigor as physical estate planning.
Devices for staff procured, configured, and managed at the same standard as family devices. Off-boarding documented. Quarterly review of who has access to what across the family’s entire system.
Family-office engagements are scoped per family. Pricing typically runs $10,000 to $25,000 per month on a long-term retainer, depending on number of residences, family-member count, household-staff size, and the existing infrastructure we are stepping into.
Most engagements begin with a discreet two-week assessment ($15,000 fixed price) to map the family’s current state, identify risks, and propose a remediation plan. The principal or chief of staff reviews the plan and decides scope before any ongoing engagement begins.
No annual contracts. Month-to-month after the first engagement. References available with the consent of an existing family-office client, on a private call only.
We do not name family-office clients. Ever. We do not publish logos. We do not post about engagements on social media or in industry publications. The fact that we serve family offices is itself the level of detail we publish — nothing further is on this page or anywhere else for a reason.
If you are inquiring on behalf of a family office or its principal, the right path is a private introduction through your professional advisor (CPA, attorney, wealth manager, family-office consultant). We accept referrals through those channels. We do not respond to family-office inquiries through the public contact form.
If you are connected to an existing client or referring professional advisor, they know how to reach us. If you are the principal or chief of staff and need to initiate the conversation directly, email is the right channel.
Private inquiry by email