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.


