Industry
For Family Offices & RIAs
The principal's voice is public. The wire authority is concentrated. The controls are informal. Attackers noticed.
Why family offices & RIAs are a target
Family offices combine enterprise-sized transfers with startup-sized teams.
Authorization culture is personal — "wire it, it's me" — and principals' voices are abundantly available from interviews and events.
One convincing call to one trusted operator moves seven figures with no committee in the way.
The protocol, applied
Registered callback numbers for every principal and counterparty
ConfigureNo wire on voice or email authority alone — callback required, no exceptions for the principal
EnforceSecond-person rule above a defined threshold
EnforceDiscreet, exportable verification log
AutoGo deeper
The capability behind it: Video Meeting Security →
Frequently asked questions
Why are family offices targeted for voice fraud?
Large transfer authority, small teams, informal controls, and principals whose voices are publicly available for cloning.
Won't verification annoy the principal?
A pre-agreed callback takes one minute; the alternative — a seven-figure impersonation loss — is why principals sign the rule willingly when asked in advance.
How is this different from a bank's own verification?
Banks verify that the office authorized the wire; the protocol verifies that the authorization itself was genuine — the step banks can't do for you.
The Callback
The Callback — a short briefing on new scam patterns and payment controls. No more than twice a month.
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