When the wealth is the target, the office isn't the only thing that needs protecting.
Your financial life doesn't stay inside the office. It runs through advisors, attorneys, accountants, banks, property managers, and the personal devices your family carries every day. Droptine secures the whole footprint, not just the desk it's managed from.
30 minutes, in plain English. Bring your questions; skip the jargon.
Privacy is not the same as protection
Family offices run quiet on purpose. Few employees, little public profile, no logo on a building. That quiet gets mistaken for safety.
Attackers don't need a public profile to find a target — they need a name, a filing, a news mention, or a former employee's LinkedIn page. Wealth leaves a paper trail whether or not the family wants it to, and once a name is identified, the research into who manages the money, which bank holds it, and who can approve a transfer starts immediately.
The office isn't the only door in. A personal email account, a spouse's laptop, an assistant's phone, or an advisor's own systems can all lead to the same accounts. "We're private" describes visibility. It says nothing about what's actually locked.
The exposure doesn't sit in one place. It's spread across everyone with access.
Personal and family devices, and email
Phones, laptops, and inboxes that belong to the principal, a spouse, adult children, or household staff — mixing family life with financial access, often with no one managing any of it.
Wire-transfer approval paths
Large transfers are the payoff attackers are actually after. An approval process built on email and a familiar voice is exactly what a convincing impersonation is designed to defeat.
Advisors, attorneys, and vendors with standing access
Every outside party who can log into an account, view a statement, or move money is a door the family doesn't control directly — including former advisors whose access was never revoked.
Home networks and backups
The router at the primary residence, the vacation home, and the boat — plus whatever backs up the files that live on all of it, usually untested until the week it's needed.
Six questions worth answering honestly
Before any tools, any contracts, any spend — a family office should be able to answer these:
- Who can approve a wire, and does that approval ever happen over email alone?
- How many advisors, attorneys, and vendors still have access from an engagement that ended?
- Are personal devices — the family's, not just the office's — protected the same way office systems are?
- Is the principal's email account secured with MFA, or is it one password reset away from everything else?
- Do household staff or family members use shared logins, shared devices, or shared passwords?
- If a suspicious wire request landed in an inbox tomorrow, would anyone know the verification step to take?
Count the answers you weren't sure about. Most families find two or three. That's not a crisis — it's a starting list, and lists can be worked.
What working with Droptine covers
- MFA and identity protection across personal and office accounts alike
- Wire-fraud controls and out-of-band verification for any transfer that matters
- A review of every advisor, attorney, and vendor with standing access — and what to revoke
- Device management that covers family and household staff, not just employees
- Private, monitored email built to withstand targeted impersonation attempts
- Backups that are protected, tested, and ready when a device is lost or compromised
- Discreet, ongoing management — because a family's security shouldn't be visible to run well
The Droptine plan, for family offices
Find the exposure
We map where family and entity data actually sits: whose devices touch financial accounts, which advisors still have access, and how a wire actually gets approved in practice — not on paper.
Lock down what matters
Wire approval and identity come first, since that's what a targeted attack tests first. Then devices, vendor access, and the backups behind everything else.
Maintain the program
Families change — a child turns eighteen, an advisor relationship ends, a new property gets added. We keep the program current as the household does, quietly, in the background.
Signs it's time
- Wire transfers get approved based on an email or a familiar-sounding request.
- An advisor, attorney, or former vendor still has access nobody's checked in a while.
- Personal devices mix family photos, financial documents, and account logins in the same place.
- Household staff share a password, a device, or an inbox.
- Nobody could describe how a suspicious wire request would actually get verified.
- Your cyber insurance renewal asked questions the office had to guess at.
Two or more sound familiar? That's exactly the household this work is for.
Common questions
We're private — why would anyone target us?
Privacy limits visibility, not research. A name attached to a business sale, a property record, or a news mention is enough for an attacker to start looking for the money behind it. Quiet and protected are two different things.
Isn't this our wealth manager's or bank's job?
They secure their own systems — the platform, the login, the statement. They don't manage the family's personal devices, the advisors and vendors who also have access, or the home networks everything runs through. That gap is exactly where most incidents start.
How do you protect the family without being intrusive?
Most of the work happens on infrastructure, not on people — email protections, device management, access reviews, monitoring. The family notices less friction, not more. Discretion is part of how we operate, not an afterthought.
Can you help after a suspicious wire or email?
Yes. If something looks off — a wire request, a login alert, an email that doesn't sit right — we can help assess it and respond. The earlier that call happens, the more options exist.
We have an IT person for the office — why isn't that enough?
Office IT is usually built to keep systems running — email, printers, the network. Security is a different job: deciding who can access what across the family's full footprint, watching for misuse, and verifying transfers before they go out. We can work alongside existing IT support or handle both.
The wealth took a lifetime to build. Protecting it shouldn't be an afterthought.
A 30-minute conversation will tell you whether the systems around the family match the trust already placed in them.