Security Plans Go Stale: What the 2026 State of Family Office Estate Security Report Found
Updated: 4 hours ago
Each year, our family office security research finds a reoccurring gap: families believe they are better prepared than they are.
It's very rare to find a complete absence of security measures in a family office.
But we do find that FO security plans are often stale, incomplete, and untested.
Staff change. Families grow. Properties change. Vendors change. Travel patterns, devices and public exposure change.
Yet security plans are often treated as static documents. Approved once, stored away, and assumed to remain relevant. Stress testing and gap analysis the plan often gets put by the wayside because of all of factors...
That assumption creates the gap.
A plan built five years ago may still sit in a file, while the family it was designed to protect now has new residences, different staff, expanded digital exposure and a far larger group of third parties with access to sensitive information.
In our latest survey, The 2026 State of Family Office Estate Security, we looked a lot different factors related to security planning including: privacy, digital and physical exposure across family offices, estate managers and residential-security professionals.
What we found was that families don't necessarily need to spend more on security.
But they do need a process for regularly reassessing whether their existing controls still reflect today's reality.
The other findings in this survey report surprised even the families who consider themselves well prepared. Take a look for yourself.
