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.
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.
Enjoy Endless Flexibility
With DropVault you can create a highly secure conversation and collaboration space for each family you support, for smaller groups within each family, for external advisors, for your own team members, and for anyone else you think needs to be part of a highly confidential conversation.
Create Project Specific Rooms
Within DropVault you can create highly secure project-specific rooms. A project could be an investment, an acquisition, a sale or divestment, a major purchase, a new trust, a legal issue, a sensitive tax project or anything else you feel is significant enough to be managed separately.
Encrypt Everything
Nothing protects your most sensitive documents, files, and discussions better than advanced encryption. Unlike other solutions, DropVault encrypts everything as it happens and not just data at rest. Advanced encryption, all the time and automatically, so there are no mistakes. And DropVault has no way of ever decrypting your SafeRoom. Ever.
Multiple Security Layers
In addition to the strongest encryption available, DropVault boasts more than 30 additional layers of security to frustrate any attempts to eavesdrop on your private discussions. Yet using DropVault is as easy as sending an e-mail. Just without all the risks.
Chat With Confidence
Bring all parties in a negotiation into one safe place that’s not vulnerable to email and tracks better than phone conversations. Decide who gets to participate in any negotiations – it can be everyone in your group or just those individuals you select. Track all discussions, add comments, update documents, assign and track tasks, sign and watermark, and control document sharing.
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.
Keep Your Secrets Secret
Conducting sensitive conversations by email or text message carries endless risks, even after you delete those conversations. DropVault boasts more than two dozen security and privacy features that create multiple perimeters of defense around your encrypted discussions, documents, and secrets. Because you’re in control, you can easily adjust security levels based on the sensitivity of any discussions.
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.
Auto Delete Sensitive Discussions
Any conversation, comments, or documents can be selected for automatic deletion after a certain amount of time or a certain event. For example, this could be after every party to the conversation has acknowledged that they have viewed it and agree with its content, or simply after a set number of days, weeks, or months.
Manage Permissions
Because you might not want everyone in your inner circle to be party to every discussion, comment, or document, it’s easy to assign permissions. You choose who can participate, view, comment, alter, share, or download.
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.
Eliminate Friction
Using DropVault is as easy as sending an email or a text message, just far more secure. A single email is all it takes to invite all your clients and partners into your private DropVault – nothing for them to download, install, learn, or sign up for.
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.
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.
Endless Extras
DropVault doesn’t just make life and business safer but easier, with the included calendars, reminders, integrated contact manager, task assignment, portal customization and branding, unlimited document and data storage and lots more.
Anyone Can Lead
It doesn’t matter who takes the DropVault lead or opens the DropVault account – it could be a family office member, an external advisor, or a client. The administrator on the account can invite in who they like, assign individual permissions, and even hand over management and administration of the account.
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.
An Unrivalled Team
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.
Comprehensive. Simple. Affordable.
DropVault SafeRoom starts at just $199 per month and includes up to 10 users or admins, 1,000 contacts or clients, and 50 group channels for project-specific discussions. Our 14-day free trial is the easiest way to see it for yourself.
Or contact us for a discussion or a demonstration.