The same seven questions as in our briefing, answerable right here. You need no technology for them, only honest answers from your own house.
For wealthy families the damage rarely happens at the device. It happens where money is released and where trust can be exploited. These seven questions test exactly those places. If you do not know an answer, the honest result is not a clear yes, and that alone is a finding. Your answers are neither stored nor transmitted.
Does every payment above a defined amount require two people to approve it, regardless of who instructs it, even when the instruction appears to come from the principal?
Is there a fixed rule that unusual or urgent payment instructions are confirmed back via a pre-registered number before they are carried out?
Do you have an agreed code word or a control question for the case where a call supposedly comes from the principal, a family member or an advisor and pushes for immediate action?
Does your team know that time pressure and confidentiality are the most common hallmarks of fraud, and are they allowed to slow such instructions down without fear?
Is the access of household and family-office staff reliably and completely revoked on departure, including shared passwords and remote access?
Are the accounts and devices through which family finances run kept separate from the everyday private accounts of family members, so that a compromised private account does not lead directly to the money?
Does every person involved know what to do in the first thirty minutes when a fraud attempt, a lost phone or an account takeover comes to light, and have you played that through at least once?
0 of 7 answered
Your answers were neither stored nor transmitted. Reload the page and they are gone.
A score puts things in context; it does not replace an assessment of your specific house. And if in a conversation we find nothing that calls for action, we tell you so plainly.
