Private Advisory
Truxtun Group provides cybersecurity, technology, and AI advisory to family offices, private equity firms, law firms, and hedge funds — organizations managing extraordinary wealth with limited technology infrastructure.
Request an IntroductionThe Exposure Problem
Family offices, private equity firms, and law firms collectively manage trillions in assets and some of the world's most sensitive information. Yet most operate with IT infrastructure designed for businesses a fraction of their financial scale.
Sophisticated adversaries — nation-state actors, organized criminal groups, and opportunistic hackers — specifically target this gap. Wire fraud, ransomware, data exfiltration, and identity compromise have cost firms like yours hundreds of millions in losses, reputational damage, and operational disruption.
Truxtun Group was built for exactly this problem. We provide the caliber of cybersecurity and technology leadership that was previously available only to large institutions — delivered with the discretion and personalization that your organization demands.
Our Practice
24/7 security operations with real-time threat detection, containment, and response — staffed by senior analysts, not algorithms alone.
Fractional Chief Information Security Officer services providing executive-level security leadership, board reporting, and strategic oversight without the overhead of a full-time hire.
Comprehensive digital protection for principals, partners, and their families — covering personal devices, home networks, social media exposure, and travel security.
Ensuring your organization adopts artificial intelligence safely — governing tool usage, securing data pipelines, and protecting against AI-native threats.
Navigating SEC cybersecurity disclosure rules, FINRA requirements, state privacy laws, and ABA cybersecurity guidelines — with documentation boards and regulators trust.
Hardening Microsoft 365, Azure, and cloud environments against misconfiguration, unauthorized access, and data exfiltration.
Retained rapid-response capability for active breaches — forensic investigation, containment, communications support, and recovery, available around the clock.
Fractional CTO and technology advisory for organizations that need thoughtful leadership on vendor selection, infrastructure modernization, and AI adoption.
Who We Serve
Single and multi-family offices managing generational wealth and the complex digital lives of principals and their families.
Middle-market and growth-stage PE firms where deal security, data room integrity, and portfolio oversight demand rigorous protection.
Regional and national firms whose privileged communications, client data, and matter files represent irreplaceable and highly targeted assets.
Alternative investment managers where trading strategy confidentiality, investor data, and regulatory standing are existential priorities.
Fee-only and boutique advisory firms navigating SEC cybersecurity mandates while protecting client trust.
Operating businesses, family-controlled enterprises, and holding companies that lack institutional IT infrastructure despite institutional-scale stakes.
Our Approach
We do not advertise for clients. Every engagement begins with a personal introduction. This is intentional. The trust required to protect your most sensitive information cannot be manufactured through a sales process.
Every client engagement is led by a senior practitioner with direct accountability. We do not staff your account with junior personnel and escalate problems — we assign the right expertise from the first call.
We are not resellers. We hold no vendor quotas. Our recommendations are driven entirely by what is right for your organization — not by margin incentives from a technology partner.
Intelligence
The same characteristics that make a family office efficient — small teams, broad access, minimal bureaucracy — are the ones adversaries now count on.
Read moreExaminers are no longer asking whether you have a policy. They are asking you to evidence that you followed it.
Read moreAn assistant that can read everything a user can read will surface everything a user should not have been able to reach.
Read moreIntroductions
Truxtun Group accepts new clients by referral and introduction. If you have been referred, or wish to discuss whether we may be the right fit for your organization, we welcome your inquiry.
All inquiries are treated with strict confidentiality.
Chicago · New Jersey · London · Dubai