Insights

Analysis of the risks and decisions facing principals, investors, advisers and businesses.

9 articles

Family Offices & Principals

Family Office Cybersecurity: When Wealth Concentration Creates Exposure

Family offices often administer substantial assets through comparatively small teams, close personal relationships and numerous external advisers. Security risk therefore extends beyond technology into people, payments, household access and the public visibility of the family.

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Risk & Security

Executive Security Assessment: Why Point Solutions Leave Leaders Exposed

An executive security assessment should establish how digital exposure, physical routines and trusted relationships interact. Separate technical and physical reviews may each be sound while leaving the principal exposed through the connections between them.

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Investigations & Due Diligence

Pre-transaction Intelligence: What Financial Due Diligence Cannot Tell You

Pre-transaction intelligence examines the people controlling a business, including prior conduct, incentives, relationships and transaction history. It complements financial, legal and technical diligence and can influence deal protections before significant costs are committed.

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Family Offices & Principals

Family Office Wire Fraud: When a Familiar Invoice Is Not Genuine

Family office wire fraud often succeeds because the attacker understands an expected transaction. A lookalike sender, a plausible invoice and an attacker supplied callback number can defeat ordinary verification unless the office confirms instructions through an independent trusted channel.

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Family Offices & Principals

Geopolitical Risk for Family Offices: When Investments Become Personal

For a family office, geopolitical risk is not limited to a country rating. A specific holding, local partner or principal visit may become sensitive when diplomatic relationships shift. The useful assessment connects assets, people, ownership and decision triggers.

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Family Offices & Principals

Family Office Succession Security: Protecting the First 72 Hours

The death of a family principal can change authority, access and payment procedures at the same moment family members and staff are under pressure. Succession planning should therefore include clear security and verification arrangements, not only legal and tax structures.

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Risk & Security

What the Salt Typhoon Espionage Warning Means for Executive Security

The Salt Typhoon telecommunications intrusions show how communications infrastructure can be used for intelligence collection. They do not establish that every executive was intercepted, but they make communications metadata, travel patterns and sensitive relationships material parts of a tailored security assessment.

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Risk & Security

Crypto Kidnappings in 2026: Why Digital Wealth Creates Physical Risk

Publicly reported kidnappings linked to cryptocurrency holdings show that digital assets can produce real physical exposure. Visibility, family relationships, residential routines and perceived access to funds matter alongside wallet security.

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Risk & Security

Under Armour Data Exposure: Why Contact Details Can Enable Targeted Fraud

Have I Been Pwned listed approximately 72.7 million email addresses in an Under Armour dataset published in January 2026. Reported fields included names, dates of birth, locations and purchase information. Such data can enable plausible phishing even without exposed passwords or payment details.

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