Business
Associates
Lawyers, accountants, wealth managers, agents — professional advisors who hold the keys to your most sensitive data. Their security posture directly determines your exposure.
Request a Private ConsultationThird-Party Risk Intelligence
We assess the cybersecurity posture of every professional advisor in your network — identifying weaknesses in their systems that could expose your data.
Secure Communication Channels
Confidential legal, financial, and strategic communications require encryption and verification. We establish channels that prevent interception and impersonation.
Contractual Security Standards
We help define and enforce minimum cybersecurity requirements for every third party who handles your personal or financial information.
The threat landscape
Your professional advisors hold your most sensitive data — financial records, legal strategies, property details, and personal correspondence. A breach at any advisory firm exposes you directly, and most professional services firms have security far below the level your risk profile demands.
Supply Chain Attacks
Adversaries targeting advisory firms as a pathway to their high-value clients — compromising law firms, accountancies, or wealth managers to access your confidential data.
Email Interception
Man-in-the-middle attacks on legal and financial communications — intercepting sensitive documents, redirecting wire transfers, or altering contract terms in transit.
Third-Party Data Breaches
Advisory firm data breaches exposing client lists, financial records, legal documents, and private correspondence — often months before detection.
Advisor Impersonation
Adversaries impersonating trusted advisors via spoofed emails, deepfake calls, or compromised accounts — authorising transactions, extracting information, or redirecting funds.
How We Help
Securing your advisory network
01
Third-Party Risk Assessment
Every advisor, firm, and service provider in your network represents a potential exposure point. We conduct thorough assessments of their cybersecurity posture, data handling practices, and incident response capabilities to quantify the risk they pose to you.
- Security posture evaluation of law firms, accountancies, wealth managers, and family offices handling your data
- Data handling audit — how your information is stored, transmitted, accessed, and ultimately destroyed by each third party
- Incident response capability review — assessing whether each firm can detect, contain, and notify you of a breach in a timely manner
- Regulatory compliance verification — ensuring advisors meet relevant data protection standards including GDPR, FCA, and sector-specific requirements
- End-to-end encrypted email and messaging channels for sensitive legal, financial, and strategic communications
- Secure document sharing platforms with access controls, audit trails, and automatic expiry for confidential files
- Verification protocols for high-value instructions — multi-channel confirmation for wire transfers, contract executions, and sensitive decisions
- Deepfake and impersonation detection for advisor communications — verifying the authenticity of video calls, voice messages, and email instructions
02
Secure Communication Channels
Sensitive communications between you and your advisors are high-value targets. Legal strategies, financial transactions, and personal matters discussed via email or messaging are routinely intercepted. We establish verified, encrypted channels that eliminate this risk.
03
Advisor Security Audits
We conduct detailed security audits of the firms and individuals who manage your affairs. From their email security to their physical office access controls, we identify gaps that could be exploited to reach your data.
- Technical security assessment of advisor IT infrastructure — email systems, cloud storage, network security, and endpoint protection
- Employee security awareness evaluation — testing how advisory firm staff handle phishing, social engineering, and suspicious requests
- Physical security review of offices where your documents are stored or meetings are held — including visitor policies and clean desk practices
- Remediation recommendations with clear timelines — working with advisory firms to close identified gaps to an acceptable standard
- Data classification framework — categorising your information by sensitivity level and defining handling requirements for each category
- Secure storage and transmission standards for all documents, contracts, and correspondence handled by advisory firms
- Data retention and destruction policies — ensuring sensitive information is not held longer than necessary and is securely destroyed when no longer required
- Breach notification protocols — establishing clear timelines and procedures for when and how advisors must inform you of a security incident
04
Data Handling Protocols
How your data is stored, shared, and destroyed by third parties is rarely governed by formal protocols. We establish clear data handling standards across your advisory network, ensuring every firm treats your information with the care it demands.
Every advisor with access to your data is an
extension of your attack surface.
Your lawyer's email security, your accountant's cloud storage, your wealth manager's client portal — each is a potential entry point that adversaries actively exploit.
Advisory network resilience
Building resilience across your entire advisory ecosystem means going beyond individual assessments. We create a coordinated security framework that raises the standard across every firm and individual who handles your affairs.
Multi-Advisor Coordination
Managing security standards across multiple advisory firms — ensuring consistent data handling, communication protocols, and incident response procedures regardless of provider.
Contractual Security Requirements
Developing and implementing minimum cybersecurity clauses for all advisory agreements — creating enforceable standards that protect your interests.
Ongoing Advisor Monitoring
Continuous monitoring of advisory firm security posture — tracking breaches, vulnerabilities, and changes in their security practices that could affect your exposure.
Key questions
Common questions from principals about managing cybersecurity risk across their professional advisory network.
How do you assess the security of my existing advisors?
We conduct a structured assessment of each advisory firm covering their technical security infrastructure, data handling practices, employee awareness, physical security, and incident response capabilities. This produces a risk rating for each advisor and a clear set of recommendations to bring them up to an acceptable standard for handling your data.
How should I be sharing confidential documents with advisors?
Standard email is not secure enough for sensitive legal or financial documents. We establish encrypted file-sharing platforms with access controls, audit trails, and automatic document expiry. For the most sensitive materials, we implement secure virtual data rooms with granular permissions and watermarking.
What are the risks of email interception with my advisors?
Email interception is one of the most common attack vectors in advisory relationships. Adversaries can intercept communications to steal sensitive information, redirect wire transfers, or alter contract terms. Business email compromise targeting advisory firms has resulted in losses of millions of pounds. We mitigate this through encrypted channels and verification protocols for high-value instructions.
How will I know if an advisor has suffered a data breach?
Many firms take months to detect and disclose breaches. We establish contractual notification requirements with clear timelines, and independently monitor your advisors' security posture for indicators of compromise. We also monitor the dark web for any of your data appearing in leaked datasets from advisory firm breaches.
How do you manage security across multiple advisory firms?
We create a unified third-party risk management framework that sets consistent standards across all your advisors. This includes standardised security questionnaires, regular reassessments, secure communication protocols, and a central register of what data each firm holds, how it is stored, and when it should be destroyed.
Can you include security requirements in our advisory contracts?
Absolutely. We draft cybersecurity clauses for advisory agreements covering minimum security standards, data handling requirements, breach notification timelines, audit rights, and data destruction obligations. These contractual provisions give you enforceable standards and recourse in the event of a security failure.
Ready to secure your advisory network?
Every engagement begins with a confidential conversation. Tell us about your advisory relationships and we'll identify the exposure points that need immediate attention.