AI Governance & Security
Clear rules for AI use across the office and the family, with business tools configured so private information stays private.
What we hear from family offices
- A family member received a convincing request to move money.
- Staff and family use a mix of personal and office devices and accounts.
- The office runs on one trusted person who knows how everything works.
- Family members are asking whether they can use AI tools with office documents.
- The office is growing, adding entities, or bringing on a new generation.
What's different for family offices
Many single-family offices aren't registered with the SEC, so no examiner forces the security conversation, and it often goes unanswered. Meanwhile the risks are concentrated: wealth, personal information, travel, and reputation, with attackers who know that family offices are smaller and less defended than banks.
The work is personal. Security has to cover the family as well as the office, respect privacy, and fit how principals actually live and work. We keep engagements discreet and led by principals, and we coordinate with the office's other advisors when you want us to.
Four ways to work with us
Each program starts with a defined first step, sized to your firm.
Cybersecurity & Governance
A written security program, wire and payment verification procedures, an incident plan the whole office understands, and security training that includes family members.
AI Solutions
Small tools that take manual reporting and administration off a lean team, with the family's data kept in the office's own storage.
Principal-Led Advisory
A senior technology advisor for the principals and the office, including continuity planning so the office doesn't depend on one person.
Client work
What the work looks like
What each client needed, and what we did about it.
Cybersecurity
When an employee clicked a phishing link
The need: know quickly whether one click had become a breach, and handle the next one better.
The same day, we coordinated a threat hunt with our security operations partner, followed up on the findings, and reviewed the firm's response protocol with leadership.
Cybersecurity & Governance
A complete written security program
The need: a security program leadership could show to the people it answers to, and that staff could actually follow.
We delivered a written information security program, business continuity and disaster recovery plans, and an incident response plan, matched to how the organization actually operates.
Advisory
Security on the agenda every quarter
The need: keep security a leadership decision, not an IT task that only comes up after something goes wrong.
Our managed clients get a quarterly strategic business review that covers security risks and actions alongside projects and roadmap, so security is a standing leadership topic, not an annual scramble.
Common questions
Our family office isn't regulated. Do we still need a security program?
Usually, yes. A family office concentrates exactly what attackers want, and insurers, banks, and counterparties increasingly ask. The program can be sized to the office, but it should exist and be written down.
Can you include family members, not just staff?
Yes. Some of the most important protections, such as payment verification and account security, only work if the family is part of them. We tailor training and setup to each person.
How discreet are your engagements?
Very. Engagements are led by principals, information is shared on a need-to-know basis, and we never use client names or details without permission.
We already have an IT provider. Do we need you?
Possibly not. Many offices have good day-to-day support but no one owning security strategy or continuity. We'll tell you honestly whether there's a gap.
Also serving
Financial services
Your clients trust you with their money and their information. Regulators, insurers, and allocators increasingly want to see how you protect both, including how your people use AI.
Law firms & professional services
Client confidentiality is the practice. As AI arrives in drafting, research, and billing, firms need clear rules, secure tools, and time capture that respects every timekeeper.
Real estate & manufacturing
Deal sourcing, finance, and reporting workflows that are ready to automate, with the controls to rely on them, and a security program that protects every wire and every closing.
How does your firm score on AI governance?
The AI Governance Checklist for Firm Leaders: eight questions we ask in the first week of every review. Three minutes to your score and the gaps worth closing first. We'll email you the link.
Also free: cybersecurity and compliance assessments →
Talk through where AI and security fit in your firm.
Thirty minutes with a principal, not a sales pitch. We'll map the opportunity and the guardrails together, and tell you honestly what a sensible first step looks like.
Book a 30-Minute DiscussionPrefer email? info@kjtechnology.com