UBS On-Air: Conversations

Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

4 snips
Oct 31, 2025
In this insightful discussion, Sarah Rosen, Managing Director at Blackcloak and a cybersecurity expert for ultra-high-net-worth families, highlights the growing cybersecurity threats family offices face today. She emphasizes the unique vulnerabilities of fragmented digital footprints and personal device risks. Sarah shares essential practices, like using password managers and multi-factor authentication. She also stresses the importance of educating younger family members on privacy, ensuring they navigate the digital world safely.
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INSIGHT

Family Offices Present A Hybrid Attack Surface

  • Family offices combine an institutional domain and a dispersed personal domain, creating inconsistent defenses attackers exploit.
  • Attackers will invest months to gather innocuous data and prepare bespoke 'heists' against high-net-worth targets.
ADVICE

Prioritize Email Security And ID Verification

  • Prioritize preventing email compromise and enforce identity verification for any financial directives or wire transfers.
  • Treat email and identity checks as the first line of defense to stop fraud before it escalates.
ADVICE

Inventory The Family's Digital Footprint

  • Map the family's digital footprint by finding data on the open internet and monitoring the dark web for breached information.
  • Use that inventory to prioritize removal, monitoring, and controls where exposed data could be weaponized.
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