Nearly half of Family Offices have experienced a cyber attack in the last 12-24 months*
And yet the most common types of attacks cited – from phishing and social engineering to malware and third parties – can be almost completely eliminated by bringing sensitive discussions inside a DropVault SafeRoom.
* Deloitte Family Office Cybersecurity Report 2024
One simple move will supercharge your security, privacy, and compliance
Running a family office can be challenging and complex and especially given the nature of the clients and the risks. And one of the greatest vulnerabilities is how you communicate with those clients.
By moving sensitive conversations and documents into a DropVault SafeRoom, you’re immediately and significantly reducing some of the most common threats to the family office. Things like phishing, ransomware, impersonation scams, social engineering, and privacy failures.
And yet the process is so easy and frictionless your clients and team will quickly embrace it and wonder why they haven’t always done it this way.
Safeguarding Family Office Conversations and Documents in Today’s High‑Risk Digital World
Cyber threats grow daily, making secure client communication essential. With strong encryption and compliance‑ready workflows, you protect sensitive data and build lasting trust.
A frictionless and secure file or document sharing space
Our encrypted file share allows you to distribute folders and documents to clients, teams, or advisors without the burden of managing complex, ever-changing access lists. Whether you upload documents directly or share them during a discussion, they are automatically organized and protected within the SafeRoom.
By removing the administrative overhead, we eliminate the human errors that lead to data leaks and make your workflows more productive
Email was never built for privacy—SafeRooms were.
Why trust your most sensitive client conversations to a platform designed in an era before cyber threats? Email is inherently insecure, yet it’s often where the most critical business decisions live. DropVault moves these discussions into a secure Group Channel where privacy and encryption are the default—never a user choice.
By migrating conversations out of the inbox and into a SafeRoom, you ensure that vital context stays attached to the documents, creating a single, secure source of truth.
Gather Your Inner Circle
A safe and private place to share sensitive discussions and documents with clients, team members, internal and external advisors, and even family members. Whether it’s account management, investment planning and decisions, sensitive tax and succession planning, mergers and acquisitions, large purchases or any other sensitive topics.
Built by Government Security Advisors
The DropVault team brings more than four decades of global experience in cybersecurity, fraud prevention, and encryption, and has advised more than half a dozen governments on some of the most highly sensitive topics.
Encryption, Security & Privacy but less friction
Your privacy should never depend on a third party. While most platforms rely on cloud providers for security, DropVault utilizes Zero-Knowledge encryption that triggers the moment you type a word or upload a file. This means your sensitive discussions are encrypted in transit and at rest, automatically. We have no ‘master key’ and no way to decrypt your SafeRoom—ensuring that your family’s private matters remain visible to you, and only you.
Auto Delete Sensitive Conversations & Documents
Unlike email, with a DropVault SafeRoom you can choose to auto delete any conversation, it’s documents and replies at any time. Choose a date to auto clean up when sensitive conversations or documents are no longer required by your team.
This is impossible with email where conversations and documents are distrubuted across many email systems each with their own policies and administration.
Protect Against Cyber Attacks And Scams
Keeping sensitive conversations inside DropVault keeps them away from all the most common types of cyber attack including phishing, deepfake and impersonation attacks, wire fraud, social engineering, and business e-mail compromise.
Enjoy Private Security Briefings
As a client you’ll enjoy exclusive access to regular security briefings and as-they-happen security alerts to keep you, your team, and your clients one step ahead of the latest security threats, schemes, and scams.
Succession & Continuity
Ensure a seamless transition of critical documents and legacy knowledge to the next generation within a secure, permanent digital vault.
Request Sign Off Or Signatures
Request a sign-off or an eSignature on any discussion or proposal from clients, advisors, or your extended team and quickly view approvals or signatures. And DropVault automatically locks the conversation and documents once sign off is complete.
Keep Track
Add tracking and accountability by requesting a sign-off or e-signature from your colleagues or advisors. Just choose any discussion, task, or document and request a signature. Register that a document has been opened and viewed and lock a message after reading to prevent any alteration of the message or its attachments.
Store And Archive Securely
If you’ve ever tried to locate an email attachment, and especially if it was sent years ago, then you know how challenging it can be. DropVault stores all your documents in a secure and easy-to-search repository where they can remain encrypted forever, or automatically erase themselves after a chosen date.
Update Everyone Effortlessly
Any changes or updates to discussions, planning, documents, or negotiations can be instantly and automatically shared with everyone in your inner circle, or just with those who need to know. All easy to set in your dashboard.
As Easy As Email
If your clients are going to embrace DropVault it has to be easy and frictionless. That’s why your clients don’t have to install or subscribe to DropVault in order to use it and don’t have to learn anything. Just send them an e-mail with a link and they’re in. If you want to enhance security, it’s easy to add a password or PIN requirement.
Secure the Inner Circle and protect your family office
Inquire About a Bespoke SafeRoom Deployment.