Industries We Serve · Family Offices

Technology and Security Worthy of the Family You Serve

A family office guards the privacy and wealth of people who are prime targets for fraud and impersonation, usually with a tiny staff and no in-house IT. We deliver discreet, concierge-level protection with the discretion this work demands.

Start with a 15-minute conversation. You'll be talking with a senior TTC principal, not a salesperson. If we’re not the right fit, we’ll tell you.

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Family Offices / MANAGED

SYSTEM AVAILABILITY · 30D 0.00%

Uptime & Access OK

Email / Microsoft 365 DELIVERED

Phones / VoIP CONNECTED

Backups & Recovery TESTED

Security & Access Control MONITORED

USA HELP DESK AVG ANSWER 19s

What We Hear From Offices

The Problems That Actually Keep Family Office Managers Up at Night

These are the concerns we hear most from the Family Offices we talk to.

1

The wire that isn't really from the principal.

Family offices move large sums, which makes them a favorite target for impersonation: an email that looks like it’s from the principal, urgently changing wire instructions. One convincing fake can cost real money. We harden communications and add verification so a rushed approval doesn’t become a loss.

2

A family whose privacy becomes public.

Personal data, holdings, travel, and whereabouts are exactly what attackers and opportunists want, and exposure can mean reputational damage or even a physical-safety risk. We protect the family’s information with the discretion the work requires.

3

The principal targeted personally.

The family’s own email, devices, and personal accounts are often the softest target: spear-phishing and account takeover aimed at people whose wealth is discoverable. We extend real protection beyond the office to the people it serves.

4

No one in-house to catch a sophisticated attack.

Lean staff and sophisticated threats are a dangerous mismatch. Without 24/7 monitoring, a quiet intrusion can sit undetected for weeks. We watch the environment around the clock and act before damage spreads.

5

Support that has to be discreet and on-call.

Principals expect white-glove service and zero drama. Slow, impersonal, or sloppy IT isn’t an option. We provide responsive, concierge-level support across the office and the household, on terms that respect the family’s time and privacy.

6

Knowledge and access that survive turnover.

When a long-tenured staff member leaves, the office can’t lose the keys to its systems, or leave a former employee with access. We document deliberately and manage access so continuity and security never depend on one person.

7

Securing the office, and the residences.

Protection doesn’t stop at the office door. Cameras, access control, and network security at residences are part of keeping the family and its assets safe, managed as one coordinated whole.

8

Devices that travel with the family.

Principals and family members carry their lives on phones and laptops across airports, hotels, and borders. We secure and monitor those devices quietly, wherever they go.

9

Household staff and vendors with quiet access.

Assistants, house managers, and outside advisors accumulate access over years, and nobody reviews it. We keep access mapped, current, and limited to exactly what each role needs.

Our SOlutions

Every One of Those Problems Maps to Something We Manage.

We don't sell you a product and walk away. We take ownership of the outcome across three service lines, and most of our clients touch all three over the life of an engagement.

Managed Services

Security Worthy of the Family's Privacy

The foundation: around-the-clock monitoring, credential and dark-web watch for the family and the office, and enterprise-grade protection on every device, the discipline of a private bank applied quietly.

Identity & credential monitoring Exposed passwords and impersonation caught before they're used

Cybersecurity across office & personal devices One-tap MFA, encryption, and managed access, extended to principals

24/7 monitoring & response A security operations center watching a lean environment

Backup, recovery & continuity Tested protection so a failure never erases the records

Physical security for office & residences Cameras, access control, and secure home networks, coordinated

Specialized practices: Cybersecurity · Identity Protection · Cloud & Cloud Migration · Backup & Disaster Recovery · Physical Security · vCIO / Technology Roadmap

MANAGED VoIP

Discreet, Private Communications

The family’s communications should be secure, simple, and private. We run a modern cloud phone and messaging system that reaches the office and household wherever they are, with none of the clutter.

The latest calling features AI receptionists, transcription, recording, and more

Reach the family and staff anywhere One private number that follows them, any device

Secure messaging & video Private conversations without consumer apps you can't control

Built around your tools Runs inside Microsoft Teams, or a full PBX

Continuity through outages The line stays open even when systems don't

Connected to your workflow Voicemail-to-email and transcription, nothing slips through

Managed AI

The Busywork, Off a Lean Staff's Plate

A small office runs on a few people doing a lot. We connect the systems that never talk and put AI to work organizing and summarizing, inside your own environment, with staff reviewing everything.

Consolidated reporting, assembled Bookkeeping, bill-pay, and investment data pulled together

Document organization & summaries The office's records made findable, drafted for review

Systems that finally connect Accounting, reporting, storage, and Microsoft 365

Household & office workflows Recurring administrative tasks, automated and tracked

Knowledge agents for routine questions Answers from the office's own documented information

Custom builds when no tool fits Purpose-built agents for how the office runs

Specialized practices: Workflows · System Connectors · Custom Agents

Tired of replacing aging desktops every few years? Ask us about fully managed cloud workstations. Your team signs in from any device, we handle the security and the upkeep, and you trade the periodic hardware refresh for one predictable monthly cost, operating expense instead of capital expense.

Flexibility

We Meet Your Office Where It Already Is

We start by understanding your environment, office and household, then deliver the right solution, quietly.

The Tools You Already Use

We support, connect, and secure the platforms your office already runs on, so your staff keep working the way they know, just without the friction.

QuickBooks

Sage Intacct

Addepar

Masttro

AgilLink

Bill.com

DocuSign

Password & identity tools

Microsoft 365

Managed AI, When the Tool Doesn't Exist Yet

Some problems don’t have an off-the-shelf answer. When that’s the case, our Managed AI practice builds one: custom workflows, connectors between systems that were never meant to talk, and purpose-built agents tailored to how your office actually runs, all inside your private environment.

Custom Workflows

System Connectors

Purpose-Built Agents

Why Family Offices Trust Us

Over Two Decades of Discreet, Trusted Service

Longevity and discretion matter. We’ve done this a long time, with clients who value privacy above all, which means we configure for security and confidentiality from day one, and we keep what we do quiet.

SUPPORT TEAM / USA-BASED

ONLINE

The people who answer when your firm calls.

SE Systems EngineeringOn call · USA ONLINE

NS Network & SecurityOn call · USA ONLINE

HD Help DeskOn call · USA ONLINE

BR Backup & RecoveryOn call · USA ONLINE

Issues owned end-to-end Never outsourced overseas

Longevity Matters

0

Years Serving Businesses

Average Years

0+

Tech Team's Experience

Customer Retention

~ 0%

Over 10 Years

Average Hold Time

0sec

to reach support

Did You Know

A Few Things Most Family Offices Get Wrong About Their Technology

Real answers from the people who actually solve these problems.

A man with short hair and glasses is looking directly at the camera, wearing a gray shirt against a plain white background.

"We’re private. No one even knows we exist."

Here's the reality

Wealth is discoverable, and family offices and their principals are specifically targeted because of it. Privacy by obscurity isn’t protection; deliberate security is.

"The principal will never tolerate extra security steps."

Here's the reality

They’re right to resent clumsy security; the version that nags constantly is what gets torn out. Done properly, modern sign-in is a single tap or a passwordless approval that protects without intruding. The friction isn’t the security; it’s security set up without the person in mind.

"The family’s personal devices aren’t the office’s concern."

Here's the reality

They’re often the softest entry point of all. An attacker who compromises a principal’s personal email can impersonate them to the office. Protecting both is the only way to protect either.

"Putting anything into AI is a privacy risk."

Here's the reality

That’s the right instinct about consumer AI. The way we deploy it, AI runs inside your own environment on your own data, never the open internet, with staff reviewing everything, so the family’s information never leaves your control.

"Our bank and wealth manager handle our security."

Here's the reality

They secure their own systems. They don’t secure the office’s environment, the staff’s devices, or the principals’ personal email and accounts, which is exactly where attacks land.

"A wire-callback policy is enough."

Here's the reality

A callback helps, but only if the request is caught in the first place. Real protection pairs verification with technical email defenses that flag impersonation before a busy staffer ever has to judge it.

Client Wins

What This Looks Like in a Real Office

We don’t name our clients. But these are the kinds of outcomes we deliver.

The Impersonation That Didn't Work

Problem

An email impersonating the principal asked staff to urgently wire funds to a new account.

Solution

Hardened email flagged the impersonation, and a verification step built into the process stopped the request cold.

Outcome

No money moved, and the office adopted the same defenses across every payment workflow.

The Office Server That Quietly Retired

Problem

The office’s aging server held the family’s most sensitive records in a closet, with all the exposure that implies, and a refresh would only buy newer hardware in the same closet.

Solution

We moved the office to a fully virtual environment: cloud servers and virtual desktops the staff reach securely from anywhere, always patched, in a hardened and encrypted cloud facility.

Outcome

A quieter, more resilient office: no hardware to guard, capacity that adjusts without anything arriving at the door, and stronger security than the closet could offer.

Frequently Asked Questions

Questions We Hear From Family Offices

Discretion and stability come first. Our process is built to protect privacy while improving security and visibility across your environment.

Let's Talk

Let’s Find the Gaps Before They Reach the Family

Talk to an expert for a private 15-minute consultation. We’ll take a discreet look at how the office handles access, wire-fraud risk, the privacy of the family and principals, and the protection of the office and residences today. If there’s a better, quieter way to set things up, we’ll show you exactly what it looks like. Or see everything one TTC managed plan covers first.

Talk to an Expert15-Minute IT Support Review

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Already working with another provider and not getting the response times, the security, or the integrations your organization needs? That's exactly the conversation we're built for.