Cybersecurity for Wealthy Families: The Risks Most Don’t See Until It’s Too Late

Cybersecurity for Wealthy Families: The Risks Most Don’t See Until It’s Too Late

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In 2025, cybersecurity has evolved from optional to foundational. It’s not just organizations that must defend themselves, affluent families have become prime targets for hackers, scammers, and digital opportunists. What used to be “secure enough” is now the front door for sophisticated attacks.

In our recent live webinar with The OSINT Group, we uncover how wealth, technology, and family dynamics intersect to create a new class of digital risk and we pull back the curtain on what leading families are doing to stay resilient in this evolving landscape.

Watch the Recording: Protecting Your Family’s Digital Footprint Presented by leafplanner + The OSINT Group

The Hidden Risks Most Families Overlook

Forgotten access points
Legacy email accounts, old logins, and dormant cloud storage often harbor sensitive information that can be easily exploited. What’s “out of sight” is rarely out of reach for today’s sophisticated attackers.

Third-party exposure
Even the most trusted professionals, advisors, attorneys, accountants, and family office staff, can unintentionally introduce vulnerabilities through shared drives, unsecured communications, or inadequate data protocols.

Untracked changes
As families evolve through new entities, trusts, or generational transitions the access permissions and data ownership often fail to keep pace. Without a system to continuously monitor and update these changes, unseen gaps emerge.

False assumptions
Many families believe “someone else has it covered.” In reality, that very assumption is what cyber adversaries rely on most.

How Top Families Are Staying Secure

The most sophisticated families and family offices are adopting a centralized digital framework that unites cybersecurity, governance, and legacy planning.

Platforms like leafplanner are enabling this shift by offering:

• A secure centralized environment for managing family and entity information
• Role-based access for family members and advisors
• Structured governance and succession workflows that ensure accountability and continuity
• Organized visibility into relationships, assets, and responisbilties accross generations

This approach doesn’t just guard against external threats, it mitigates internal ones: disorganization, miscommunication, and loss of institutional knowledge.

Key Takeaways from the Webinar

From The OSINT Group:

• Real-world examples of how hackers target affluent families using open-source intelligence.
• Actionable strategies to reduce exposure across social media, devices, and networks.

From leafplanner:

• How information architecture is a form of risk management.
• The importance of a single, secure “family owner's manual.”
• How families can achieve continuity, clarity, and control without adding friction.

About the Speakers

Josh Kanter | leafplanner
Family office leader and founder and CEO of leafplanner, a platform built to empower wealthy families by organizing, protecting, and passing on their legacy with clarity.

The OSINT Group
A private intelligence firm specializing in open-source intelligence, threat detection, and cybersecurity for executives, family offices, and high-net-worth individuals.

Running a family enterprise, or stewarding significant wealth, can be immensely rewarding. Yet it often comes with layers of complexity, competing priorities, and moments that feel overwhelming.

If your family manages multiple entities, investments, and advisors, it can sometimes seem as though everyone expects you to have every answer, all the time. We get it. Navigating complexity is part of the role.

But what about the questions that don’t have an immediate answer?

For governance, you have your advisors.

For investments, your wealth manager.

For tech, internal or outsourced team.

This is where leafplanner comes in.

leafplanner is a secure, private platform built for families like yours. It’s designed to give you clarity, control, and continuity across every part of your family enterprise.

See if leafplanner is a fit for your family, request a demo.