Independent technology leadership for family offices
Fractional and interim CIO, CTO, and CISO capability for family offices building secure, efficient, and resilient operations.
Independent, impartial, practical. Kalika provides fractional and interim leadership to newly established family offices. We turn complex technology decisions into clear strategies with measurable outcomes that safeguard multi‑generational wealth.
We embed with principals, investment teams and trusted advisors to design a right‑sized operating model, uplift cybersecurity and privacy, and implement a modern, efficient technology stack, without the overhead of a full‑time executive.
Why it matters
Family offices are increasingly targeted and under‑prepared, especially if they are new and building capability. Recent research shows 43% experienced a cyberattack in the last 12–24 months, yet only 26% report a robust incident plan. Common weaknesses appear in recovery readiness, insurance preparedness and vendor due diligence. Our first‑year focus closes these gaps fast with pragmatic controls and clear governance.
Sources: Deloitte 2024 Family Office Cybersecurity Report; RSM Family Office research.
What we focus On
- Foundations and governance
- Establish the essentials for secure operations, decision rights and reporting so the office can scale with control.
- Security and resilience
- Reduce the likelihood and consequence of cyber events; improve readiness to detect, respond and recover.
- Core platforms and data
- Select and align systems and data practices that support transparent reporting and efficient operations.
- Principal and family safety
- Lower personal digital exposure and strengthen day‑to‑day safety for home, travel and collaboration.
- Direct investing and M&A (as needed)
- Support for technology diligence and integration to protect value and continuity.
Risks we reduce
- Business interruption from cyber incidents and outages
- Loss or leakage of confidential information (family, investment, fiduciary)
- Third‑party and vendor dependency risk, including concentration and access exposure
- Financial loss through fraud, social engineering and payment diversion
- Regulatory and fiduciary compliance gaps across privacy, record‑keeping and reporting
- Insurance misalignment and denied claims due to control weaknesses
- Reputation damage from public exposure and operational failings
How we work
We listen first, act fast and leave your office stronger than we found it. Kalika is vendor‑neutral and outcomes‑driven. We co‑source with your team and advisors, implement what matters, and document for a smooth transition in‑house.
- Discovery and near term plan
- Execution with your team
- Handover and uplift of internal capability
Engagement options
- Advisory on demand
- Kick‑start for new offices
- Quarterly cadence
- Embedded leadership
The Kalika difference
Independent. Impartial. Practical. We translate strategy into execution, optimise spend, and measure results across resilience, governance and operational efficiency—consistent with how we support CEOs and owners across sectors.
Contact
Book a complimentary consultation to discuss securing your legacy.
