Single- & multi-family offices
The first hour decides whether the money comes back — and whether the family's name stays out of it.
HackFirstAid walks your team through it in plain language — no jargon, no enterprise security tax, and no regulator to hide behind. Just the controls, the training, and the calm first hour a lean office actually needs.
NDA by default. We never name clients, publish logos, or hold your family's data.
The exemption is the exposure
No regulator requires you to have any of this. That is exactly why your insurer, your bank, and your counterparties now ask.
A qualifying single-family office is excluded from the Investment Advisers Act entirely — no registration, no examinations, no cyber requirements. The exclusion is the point of the structure. It also means no external force ever obliges the office to build controls, and most principals have never been asked to decide.
See which rules actually reach you- The wire the counterparty needs by 2pm that you can no longer trust.
- The principal who will not adopt MFA.
- The family name that cannot appear in a breach headline.
The market has reset
This is a family-office problem now — not a generic IT problem.
43% / 57% / 62%
of family offices were attacked in the last 12–24 months — 57% in North America, 62% above $1B AUM (Deloitte).
US$25.6M
wired across 15 transfers after an AI-generated deepfake video call — the Arup case, the anatomy of a family-office attack.
641,000
records claimed in the Pathstone breach — where the family's privacy itself became the ransom.
~31%
of family offices still operate without any cyber incident-response plan (Deloitte).
First-hour playbooks
Written for a family office, not a bank or a clinic.
Wire-transfer fraud & deepfake principal impersonation
A capital call, distribution, closing, or “principal's urgent instruction” is spoofed — by email compromise, a lookalike domain, or an Arup-style deepfake of the principal or CFO.
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Business email compromise on the office
The quieter precursor: a compromised office mailbox, malicious forwarding rules harvesting wire threads and K-1s, a spoofed custodian notice, or fake “updated wire instructions” mid-deal.
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Family exposure-footprint & doxxing response
The uniquely family-office scenario: home addresses, travel patterns, aircraft tail numbers, children's schools, and household-staff identities assembled from data brokers, property records, and flight trackers.
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Ransomware & data-theft extortion on the office
The Pathstone pattern: the office's own systems — or its wealth platform — are encrypted or exfiltrated, and the extortion leverage is the family's privacy, not operational downtime.
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Principal & family-member account takeover
A principal's personal email, iCloud/Google account, or social login is taken over — often via SIM-swap or reused credentials — giving the attacker password resets, private photos, and a launchpad into the office.
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Vendor & advisor-chain breach
The breach isn't yours — it's your accountant, lawyer, fund administrator, bill-pay provider, or wealth platform. Their compromise exposes your K-1s, wire instructions, and family data.
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Household-staff & estate-network compromise
The estate is a small enterprise: shared Wi-Fi, smart-home systems, security cameras, and personal devices of household staff — often flat, unmanaged, and bridged straight to family devices.
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Insider misuse & departing-employee risk
A trusted employee, advisor, or departing staff member copies files, keeps access, or misuses standing credentials — the small-team family office has few people but enormous concentrated access.
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Targeted phishing & social engineering
Spear-phishing and pretexting aimed squarely at the office: fake DocuSign, spoofed custodian portals, “IT support” calls, and QR-code lures crafted from public information about the family.
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NextGen social exposure
The next generation lives online: geotagged posts, school and travel details, and oversharing that maps the family's movements, wealth, and relationships for attackers and doxxers.
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Cyber insurance & law-enforcement response
After an incident, the claim and the report are their own minefield: policy sub-limits, notification deadlines, preserving evidence for law enforcement, and knowing which agency to call and when.
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Travel & border device security
The family and staff travel constantly: devices at border crossings, hotel and airport Wi-Fi, lost or seized laptops, and the elevated targeting that comes with visible wealth abroad.
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Why offices trust us
Discretion as a design principle
We do not name clients, publish logos, or announce relationships — ever. Engagements are under NDA by default.
No data custody
We never hold the family's financial data, documents, or credentials. Advisory, training, and incident response only.
CIS v8.1 + insurer alignment
A demonstrable reasonable-security baseline mapped to what HNW carriers and crime/fidelity underwriters actually ask.
Principal-ready everything
Every deliverable produces a one-page plain-language summary. We make the COO look in command.
We know the stack
Wealth platforms, custodian portals, bill-pay, deal rooms, and estate networks — the systems a family office actually runs.
Anonymized, operationally specific
“A two-person finance team at a $600M SFO stopped a $1.8M fraudulent wire with a 40-second callback.” No logo wall required.
The office's biggest risk is the principal's iPhone. The household's biggest risk is the wire desk.
That's why the Household program and Data Broker Removal aren't cross-sells here — they're the second half of the threat model, and they're included with every paid plan.