Trust & discretion
Discretion is a practice, not a promise.
Families do not hand their affairs to a logo. They hand them to people, under terms. Ours are simple and written down.
Four commitments, kept in writing.
Need-to-know access
No one on our team sees more of your environment than their work requires, and access is reviewed and revoked as roles change.
Documented activity
Every action in your environment is logged and attributable. If you ask who touched what and when, the answer exists in writing.
Employees, not subcontractors
The people who support the family are our employees, hired in Tampa Bay and across the US. Nothing about your affairs leaves the engagement.
Your counsel's terms
We regularly work under confidentiality agreements prepared by the family's counsel, and we are comfortable being held to them.
When someone asks for proof, it already exists.
Banks, insurers, and institutions increasingly ask families to demonstrate their security posture rather than describe it. We maintain the evidence as part of running the environment, so a questionnaire is an afternoon, not a quarter.
Kept ready
- SOC 2 readiness: gap assessment, controls, and evidence prepared as routine work
- NIST CSF alignment across the environments we manage
- Cyber insurance requirements met with documentation your carrier can review
- Assessment findings and budgets written in plain English for principals and boards
Owned by the people who answer the phone.
Cavalier Technology Group is employee-owned. The engineers who support your family hold a stake in the firm's reputation, which is why recommendations carry no commissions and why the same people stay on your account year after year.
Headquartered in Tampa Bay, with locations in Boca Raton, Washington DC, and New York, serving families in all fifty states.
Ask us the hard questions.
Confidentiality practices, references, and terms, discussed plainly with your counsel present.