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Discreet IT and security for the family, the office, the homes and the staff

Family Offices IT Services

A family office protects more than investments: it runs bill pay, travel, property, staff and the private lives of principals and their children, often with a small team and no regulator setting a baseline.

SOC 2 Aligned
Responsive Support
20+ Years Experience

At a glance

That combination makes family offices a quiet favorite for wire fraud, account takeovers and social engineering aimed at the family itself.

We run managed IT and cybersecurity for single-family and multi-family offices.

That covers the office's systems and entities, bill pay and wire controls, principals' and family members' devices and accounts, home networks across residences, household staff access and a discreet response when something personal is at stake.

IT that protects the family, every residence, the family's privacy.

Managed IT and security for family offices where the office, the homes and the family's lives are all in scope.

Family office IT

The office is small. What it protects is not.

A family office touches everything: investment entities, trusts, bill pay, properties, aircraft, staff and the personal accounts of several generations. There's rarely an examiner forcing a security program, so the family's exposure is whatever the office builds. Here's what that looks like day to day, how it gets attacked and what we put in place.

01 · The pressure

Entities, households and a principal's inbox

The controller pays invoices for three residences, a boat and a foundation while reconciling dozens of entities in the accounting system. The CIO works in a consolidated reporting platform with every account the family owns. An executive assistant manages the principal's calendar, travel and email. House managers run alarm systems, cameras and smart home controls. Adult children travel abroad with laptops. A mistake anywhere can move real money or expose where the family lives and goes.

  • Bill pay across entities and residences
  • Consolidated view of every family asset
  • Assistants with access to principals' lives

02 · How it breaks

Impersonated principals and exposed homes

Family office incidents are personal. Someone impersonates the principal in a text asking the controller to wire funds urgently. A vendor's email is hijacked and a contractor invoice for a residence arrives with new bank details. A family member's personal email or social account is taken over and used to target others. Home camera systems sit on default passwords. A former house manager still knows the Wi-Fi and the alarm codes. Public records and social posts reveal travel schedules.

  • Texts impersonating principals asking for wires
  • Hijacked vendor invoices for residences
  • Home systems on default passwords

03 · What we change

Verified payments, protected people, managed homes

Every wire and new payee gets call-back verification and dual approval, no matter who seems to be asking. Office staff, principals and family members get phishing-resistant MFA, managed devices and a password manager, set up in person or on a call, with patience. Residence networks get segmented, with cameras and smart home systems separated from family devices and credentials changed when staff leave. We monitor for exposed family information and lookalike domains and respond discreetly.

  • Call-back and dual approval on every wire
  • MFA and managed devices for family members
  • Segmented, documented residence networks

04 · The after

A family that's harder to target

The controller has a rule that protects them when a convincing request arrives late on a Friday. Principals and their children have accounts that can't be taken over with a stolen password. Every residence has a documented network, and departing staff lose access the same day. If something does happen, whether a hacked account, a lost phone abroad or a suspicious call, the family has one discreet number to call and a team who already knows their setup.

  • A payment rule that holds up under pressure
  • Family accounts protected beyond passwords
  • One discreet call when something happens

Systems we keep running

  • Addepar
  • Masttro
  • Eton AtlasFive
  • Asset Vantage
  • Bill.com
  • 1Password
  • Microsoft 365

Rules we help you meet

  • SEC Family Office Rule (Advisers Act Rule 202(a)(11)(G)-1)

What We Offer

Comprehensive solutions tailored for Houston-area businesses

Wire & Bill Pay Verification

Family offices pay a high volume of invoices across entities, properties and vendors, which makes them a constant target for fake invoices and impersonated requests. We help you enforce call-back verification, dual approval, new payee checks and alerts on changed banking details inside your bill pay and banking workflows, so no single message can move money.

Principal & Family Protection

Principals, spouses and children are targets in their own right. We secure their personal email, cloud, social and financial accounts with phishing-resistant MFA and a family password manager, manage their devices with encryption and remote wipe and walk each person through the setup at a pace that suits them, including travel preparation for trips abroad.

Residence Network Security

Homes carry cameras, alarms, lighting, AV and smart home systems alongside family laptops and phones. We document each residence's network, segment building systems from family devices, change default credentials and coordinate with your AV and security integrators for changes inside their equipment, so a camera system can't become a way into the family's data.

Household Staff Access Management

Assistants, house managers, chefs, drivers and property staff all need some access, whether to calendars, email, Wi-Fi, alarm codes or bill pay. We set access by role, keep a record of who holds what and change credentials when someone leaves, so a former employee can't still reach the principal's inbox or a residence's systems.

Exposure Monitoring & Privacy

Addresses, travel plans and family details leak through public records, data brokers and social media. We monitor for exposed credentials and personal information, watch for lookalike domains impersonating the office, advise family members on social media settings and coordinate removal requests where data brokers allow them.

Office Systems & Entity Data

We manage the office's devices, Microsoft 365 or Google Workspace, document storage and access to consolidated reporting, accounting and bill pay platforms. Entity documents, trusts and tax records are kept in structured, access-controlled storage with immutable backups, so the family's records are protected and the office can recover quickly from any incident.

Why Choose LayerLogix?

Serving businesses throughout the Greater Houston area including Houston, Dallas, Austin, San Antonio, Atlanta, Nationwide.

Money That Can't Be Talked Out the Door

A firm verification rule protects your controller and staff when a request looks exactly like it came from the principal. Fraudsters rely on urgency and authority; call-back and dual approval take both away, no matter how convincing the message is.

Privacy That Extends to the Homes

Securing residences, staff access and family accounts closes the gaps that most office-only IT providers leave open. The family's movements, conversations and camera feeds stay private, not just the investment data sitting in the office.

Discreet, Familiar Support

Family members deal with people who already know their devices, homes and preferences. Requests are handled quietly, with clear boundaries around what staff can see, and the family doesn't have to explain their situation to a new person each time.

Security Without a Regulator Forcing It

Most single-family offices aren't SEC-registered, so no examiner sets a baseline. A documented program gives the family and its advisors confidence that controls exist anyway, and it helps when insurers, banks or co-investors ask questions.

Our Process

1
Meet privately with the principal or family office head to understand family members, residences, entities, staff and money flows.
2
Inventory office systems, family devices and accounts, residence networks and building systems, staff access and the vendors with access.
3
Put call-back verification and dual approval on all payments, and secure the principals' and controller's accounts with phishing-resistant MFA.
4
Enroll family and office devices, deploy a family password manager and segment and document each residence network with your integrators.
5
Set up exposure monitoring, staff access records and backups of entity documents, and write a short incident plan the family understands.
6
Review access, alerts and residence networks quarterly, prepare family members before travel and update everything when staff change.

Frequently Asked Questions

Is a family office regulated like an RIA?▼
Usually not. A single-family office that meets the SEC's Family Office Rule under the Advisers Act is excluded from the definition of investment adviser, so it doesn't register or face SEC exams. Multi-family offices typically do register and carry the full adviser obligations. Your counsel confirms which applies. Being outside SEC oversight doesn't reduce risk; it just means no one sets a baseline for you. We help the office build a documented security program that protects the family on its own terms.
Do you really support the principal's personal devices and homes?▼
Yes, because that's where much of the risk sits. Attackers rarely bother with the office firewall when a principal's personal email, a child's laptop or a residence camera system is easier. We support family devices and accounts, residence networks and household staff access, with clear agreements about privacy and who on our team sees what. Changes inside alarm, AV or smart home systems are coordinated with your integrators, who own that equipment.
How do we stop fraud through impersonated texts from the principal?▼
Agree on a rule in advance, with the principal's blessing, that no payment request is honored based on a text, email or voice message alone, however urgent. Every request gets confirmed through a known number and, above a threshold, a second approver. Some families also use a private verification phrase. We build those controls into bill pay and banking workflows and train staff, so the controller never has to choose between obeying the principal and protecting the family.
Our family travels abroad often. What should we do before a trip?▼
We help prepare devices before travel: making sure they're encrypted, updated and backed up, confirming MFA works without a home phone number, and, for higher-risk destinations, issuing loaner devices with limited data. We review what's posted publicly about the trip and suggest delaying posts until after travel. If a device is lost or seized, we can lock or wipe it remotely and secure the accounts it was signed into. We support family offices in Texas and nationwide, with family members wherever they travel.
How do you handle household staff turnover?▼
We keep a record of what each staff member can access, from email delegation and calendars to Wi-Fi, alarm codes, camera apps and bill pay roles. When someone leaves, we work through that list the same day: removing account access, changing shared passwords and Wi-Fi credentials and coordinating alarm code changes with your security provider. New staff get access by role from the start, so the record stays accurate and departures don't leave doors open.
How is a family office different from a wealth management firm, IT-wise?▼
A wealth management firm serves many client households and is usually regulated as an adviser, so its priorities are client portals, verification of client requests and regulatory evidence. A single-family office serves one family and extends into areas a wealth firm never touches: residences, household staff, aircraft and boats, personal devices and privacy for every generation. We design a family office program around the family itself, not around a client base.
Do you provide Family Offices IT Services in Houston and nearby areas?▼
Yes. LayerLogix is based in the Greater Houston area and delivers family offices IT services to businesses across Houston and the surrounding communities, including The Woodlands, Spring, Katy, Sugar Land, Conroe, Cypress, and Pearland. For most Houston-area clients we can be on-site the same day when something needs hands-on attention, and our help desk is available during business hours, with after-hours emergency support. Call 713-571-2390 to check coverage for your specific address.
What does Family Offices IT Services cost for a Houston business?▼
Pricing depends on your size and what you need, so we do not publish a one-size-fits-all number — but Houston businesses generally pay a flat, predictable monthly fee rather than surprise hourly bills. We start with a free, no-obligation assessment of your current setup, then give you a clear quote in plain English with no hidden costs. That way you know exactly what you are getting and what it costs before you commit.

Ready to Get Started?

Contact LayerLogix today for a free consultation. We serve businesses throughout Houston, Dallas, Austin, and the surrounding Greater Houston area.

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