You don't need to be a security professional to help your clients think more proactively about risk.

Sometimes you just need to ask the right questions to start the conversation.

Most family offices and their advisors don't have deep expertise in security and risk management…but they are often the people best positioned to start that exact security conversation.

So we put together a short list of plain-language questions a trusted advisor can use. Not to diagnose. Just to open the door.

Here’s a few to get you started:

→ When did you last sit down and walk through who has access to your accounts, your residences, and your family's sensitive information?

→ If something happened tomorrow that affected your family's privacy (a story, a leak, a stolen device), who would you call first? Who second? Have you practiced this plan?

→ When you think about what would hurt your family (financial, personal, reputation), what's the thing you would LEAST want to read about in the media?

→ Before the next deal, fund commitment, or new business partner, who's helping you vet the people behind it…behind the financials?

→ Are there any new tools, apps, or AI assistants that anyone in the family or on the staff has started using that you aren't tracking? Do you have a policy document for AI usage?

→ If you took a call right now from one of your children, their voice, panicked, asking for help, would your family know how to confirm it was really them?

→ When did someone last walk your home or office with fresh eyes, the entrances, the cameras, the staff routines, just to see what's working well and what might have changed over time? Do your other residences get the same attention as your primary home?

→ How does the family approach travel, especially somewhere new or unfamiliar? Is anyone looking at the route, the residence, medical services, and the local picture in advance of the trip?

→ Beyond the house and the office, the cars, the boat, the plane, when did you last think about who has access, and what those assets might reveal about the family's movements?

These questions aren't a substitute for professional security advice, and they're not meant to be.

They're meant to surface what's already in the room and hasn't been said out loud yet.

Presage Global can host a security Q&A session for your family office. If of interest, drop me a note.