Our Cybersecurity Audit & Risk Assessment Process

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Our CLD Zero Trust cybersecurity audit follows a 5-step process based on the ISO 27001 Risk Assessment methodology, in order to assess, secure, and protect your digital environment.

We begin with a detailed inventory of your family office’s digital assets, including hardware, software, cloud services, and third-party vendors. This includes:

• Laptops, desktops, and mobile devices
• Network infrastructure (routers, firewalls, VPNs)
• Financial platforms and cloud-based services

We assess your systems for vulnerabilities, including:

• Misconfigured firewalls and open ports
• Unsecured endpoints (laptops, smartphones)
• Outdated software or unpatched systems
• Weak password policies and lack of multi-factor authentication (MFA)

Using a risk-based approach, we categorize vulnerabilities based on their severity and likelihood of exploitation. This allows us to prioritize the most critical risks to your family office’s security.

Based on the findings, we create a customized action plan that addresses each identified vulnerability. Our plan includes:

• Immediate actions (e.g., closing security gaps, setting up encryption, enforcing password policies)
• Mid-term actions (e.g., network segmentation, backup solutions)
• Long-term strategies (e.g., incident response planning, vendor risk assessments)

Our service doesn’t end with the audit. We offer ongoing support to ensure your systems remain secure. Whether through regular check-ups, training, or managed security services, we provide continued protection against emerging threats.