CavalierFamily Office

Services · The counsel

Advisory & Response

The judgment layer above the technology: senior counsel on retainer, plans rehearsed before they are needed, and evidence kept ready before anyone asks.

Boardroom table before a meeting

Three retainers, one purpose: no surprises.

vCISO & Advisory

Senior security leadership without a full-time hire: strategy, vendor and integration review, board reporting, and a standing, defensible answer to the question every family eventually asks: are we protected?

Incident Readiness & Response

Response plans written before they are needed and rehearsed with the people who would use them. When something looks wrong, the team that built the environment investigates it, without handoffs or strangers.

Insurance & Compliance Readiness

Gap assessment, controls, documentation, and evidence for SOC 2 readiness, NIST CSF alignment, and cyber insurance requirements, maintained as routine work rather than a scramble before renewal.

Readiness is cheaper than recovery.

The worst time to meet your incident responder is during the incident, and the worst time to learn what your policy excludes is during the claim. Both are solved in advance, on paper, in calm weather.

Why it pays

  • Organizations with an incident response retainer reduced average breach cost by roughly $1.49 million (IBM, Cost of a Data Breach)
  • Insurers scrutinize controls before paying: in one 2024 industry analysis, 82% of denied claims involved incomplete MFA rollout (Coalition, 2024 Cyber Threat Index)
  • Only about 11% of family offices describe themselves as very well prepared for an attack (Deloitte, 2024)

Bring us the question that worries you.

A confidential conversation with senior people, not a sales team. If the honest answer is that you are already covered, we will say so.

Request a private consultation