Protection and lifestyle

Support so the family can enjoy what it has built.

Protecting family members, homes, accounts and digital lives, and seamless travel through trusted partners.

A carved screen framing a calm sea at dusk

Key services

Three services

Delivered with specialist partners, coordinated through the same plan and controls as the rest of your family office.

What protection covers

  • A risk review of the family's accounts, devices and public footprint
  • Locking down email and accounts against impersonation and payment fraud
  • Removing personal details from data-broker sites
  • Checks on home networks and connected devices
  • Payment controls designed to hold against deepfake voice and video requests
  • Help when something goes wrong
  • Bank access designed so that no AI tool, and no one using one, can turn it into a payment.

The aim

A family that is hard to impersonate, and easy to help when something goes wrong.

Dual sign-off on payments

The same control designed for our AI work will protect the family from fraud: no payment will leave without two people approving it.

Our AI controls

How this works in practice.

Customer scenarios

Scenarios on this page are illustrative and do not describe real clients. Investment, trust and insurance services are provided with licensed partners where required. This page is general information, not advice.

Scenario

An urgent payment request from the principal

A video call, a familiar face and a deal that must close today.

The situation
The family office receives a video call from what appears to be the principal, travelling abroad, asking for an urgent transfer to close a deal. The voice and face are convincing.
What we would do
With dual sign-off, no single person could release the payment. The second approver calls the principal on a known number, never one given in the request, and the call does not match.
Where it leaves the family
No money moves. The attempt is reported, the family's public footprint is reviewed, and staff are briefed on what to look for.

Scenario

A gap year posted in real time

Her photos show where she is, every day.

The situation
A family's daughter is travelling for a year and posting her location publicly. The family name is well known, and the family office has no plan for her travel or for what is visible online.
What we would do
We review the family's public footprint, agree simple travel and posting rules with her, arrange travel support through trusted partners and set up a known contact for emergencies.
Where it leaves the family
She travels on her own terms, the family knows how to reach help, and less of its life is public.

Scenario

A stolen laptop with the family's passwords

A household manager's laptop is taken from a car.

The situation
It held travel documents, bank contacts and the passwords to shared family accounts, and there is no list of what was on it.
What we would do
In the first hours we change the passwords and lock the accounts it could reach, ask the banks to watch for unusual requests, then put a password manager, device encryption and access reviews in place for everyone on staff.
Where it leaves the family
The loss is contained, and the next lost device is an inconvenience rather than an incident.

Related

Often planned together.

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