Training library
The family office training library — included with every engagement.
Self-paced, plain-language modules for the principal, the family, and the office director — refreshed quarterly and built for a lean office, not an enterprise LMS.
Personal ProtectionPrincipal & Family Edition
The human layer of the family's defense: how the principal, spouse, NextGen, and household staff recognize and refuse the manipulations aimed squarely at them.
- Deepfake & voice-clone drills
- Family-member device hygiene
- Staff-impersonation awareness
- Discretion-first practices
- Household enrollment (included)
Incident OversightThe Office Director's Call
The judgment layer for whoever runs the office: the decisions, escalations, and coordination that turn a chaotic first hour into a controlled response.
- The wire-recall clock
- When to involve the family
- Bank & custodian coordination
- Discreet counsel engagement
- Tabletops adapted to the office persona
Wealth-Protection TrackFamily Office Edition
The controls unique to protecting family wealth: the wire desk, the vendor and staff chain, travel exposure, and the custodian relationships that hold the assets.
- Wire-verification protocol drills
- Vendor & household-staff vetting
- Travel security
- Custodian-breach response
Included with every engagement
Training is included with every engagement.
Your modules and per-lesson progress live inside the client portal. Sign in to pick up where the family left off.