Managed IT Services for Family Offices

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Cover of The Family Office Leader's AI Playbook by Framework IT with guide details on AI adoption.

Download "The Family Office Leader's AI Playbook"

Understand how to adopt AI inside your family office with structure, governance, and long-term operational impact. This playbook shows you how to protect sensitive family and financial data, reduce fiduciary and privacy risk, and turn AI into a secure advantage across investment operations, reporting, compliance, communications, and day-to-day office management.

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The Challenge Family Offices Face

Family offices operate at an institutional scale of complexity, but often with the staffing constraints of a small business. The result is a widening gap between what your technology environment demands and what your internal team can realistically manage.

The data confirms this:

44% of family offices cite navigating technology and data complexity as a top operational challenge (Bank of America 2025)
43% have experienced a cyberattack in the past 24 months, rising to 57% in North America (Deloitte 2024)
31% lack a cyber incident response plan, and 63% have no cybersecurity insurance (Simple 2025)
89% feel under-invested in their technology stack (Simple 2024)
Over 90% report difficulty recruiting qualified staff (Campden Wealth/RBC 2025)

The combination of high-value assets, lean teams, and rapidly evolving threats makes family offices uniquely vulnerable. You are a high-value, low-visibility target for cybercriminals, and the consequences of a breach extend beyond financial loss to reputational damage, investor confidence, and family privacy.

Yet only 8% of family offices currently partner with a Managed Security Service Provider for cybersecurity (Omega Systems 2025), even as 86-96% already rely on external providers to some degree for IT services (Campden Wealth 2025).

The gap is not awareness. It is execution.

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Why Framework IT for Family Offices

Framework IT currently supports approximately a dozen family offices, including several of considerable size operating for the benefit of very well-known individuals whose privacy we protect rigorously. We do not name-drop clients or provide references without explicit permission.

Our managed services model was built for organizations that need enterprise-grade IT support, strategy, and security without the overhead, complexity, and key-person risk of building it in-house. Approximately 70% of our clients have no internal IT staff. For them, we are their complete IT department, handling everything from daily help desk support to strategic technology planning and cybersecurity.

Here is what that looks like for family offices specifically.

Discretion and Confidentiality

Information Privacy Guarantee: We maintain the confidentiality of your proprietary business information with the same degree of care as our own and do not disclose it to third parties
No Name-Dropping: We never use client names in marketing materials without explicit permission
Individual Audit Trails: Every action taken by a Framework IT employee is logged to their individual account for full accountability and forensic investigation capability

A Dedicated Account Team That Knows Your Business

Every family office client receives a stable, accountable team of professionals who understand your environment, your priorities, and your people:

Virtual CIO (vCIO): Your strategic technology partner who aligns IT investments with your business goals, manages vendor relationships, develops security policies, and leads technology budgeting and roadmap planning
Service Manager: Your service delivery advocate who monitors support quality, manages escalations, and provides monthly KPI reporting
Client Lead Engineer (CLE): The senior engineer who serves as the internal technical authority and subject matter expert for your account
Proactive Infrastructure Engineer (PIE): A dedicated engineer who performs scheduled health checks, updates, and optimizations on monthly, quarterly, and annual cycles
Help Desk Team/Pod: A consistent group of engineers assigned to your account, so you work with people who already know your systems

Our average employee tenure is 5 years with a 95%+ retention rate. The same experienced professionals support your family office over time.

Enterprise-Grade Cybersecurity Included at No Additional Cost

With 93% of cyberattacks on family offices starting with phishing (Deloitte 2024) and deepfake-enabled impersonation surging 1,600% in early 2025, your cybersecurity posture cannot be an afterthought. Framework IT includes a comprehensive, layered cybersecurity stack with every managed services agreement:

Endpoint Detection and Response (EDR): AI-powered threat detection and automated response via SentinelOne
24/7/365 Managed Detection and Response (MDR): Continuous monitoring by a SOC 2 Type 2 certified Security Operations Center (BlackPoint Cyber) that detects and contains threats within minutes
Advanced Email Security: Mimecast protection against phishing, spoofing, business email compromise (BEC), and malware
Multi-Factor Authentication (MFA): Required across all systems
Security Awareness Training: KnowBe4 micro-learning episodes and simulated phishing campaigns managed by your vCIO
Dark Web Monitoring: Continuous scanning for compromised credentials associated with your organization
SIEM Logging: Aggregated security event analysis for threat intelligence, compliance auditing, and forensic investigation
Managed Application Control: Restricts unauthorized or risky applications from running on managed devices
Vulnerability Scanning and Patch Management: Continuous identification and remediation of known vulnerabilities
Enterprise-Grade Backup and Disaster Recovery: Axcient platform with AirGap anti-ransomware protection, automated backup verification, and recovery times under one hour in ideal conditions

This stack meets the requirements of over 97% of cyber liability insurance policies, and our clients typically experience 20-40% lower premiums.

Regulatory and Compliance Expertise

Key Framework IT staff, including your vCIO, have direct experience supporting Registered Investment Advisors (RIAs) and firms adhering to FINRA regulations. Your vCIO works directly with your compliance officer to:

Implement technology controls mandated by regulatory frameworks
Provide documentation and reporting for compliance audits
Develop and maintain security policies with employee attestation workflows (Acceptable Use, Incident Response, Data Backup and Recovery, Vendor Management, and more)
Assist with annual security risk assessments and cybersecurity questionnaires
Coordinate incident response planning and breach notification procedures

We also support SOC 2 readiness preparation, HIPAA compliance, and other frameworks relevant to family office operations.

Strategic Technology Planning, Not Just Break-Fix Support

Family offices need more than someone to call when something breaks. You need a technology partner who understands your operational context and can guide you through decisions about infrastructure modernization, AI adoption, vendor selection, and compliance.

Your vCIO delivers comprehensive strategic services at no additional cost, including:

Business-technology alignment and annual technology roadmaps
Technology budgeting with detailed cost forecasts using Lifecycle Insights
Vendor management and contract negotiation
AI and automation strategy with responsible AI policy development
Software selection advising for investment platforms, reporting tools, and operational systems
M&A technology assessment for evaluating technology during acquisitions or portfolio company investments
Cybersecurity and risk management at the governance level, framed for leadership and board discussions

We guarantee at least two Strategic Business Reviews per year. If we fail to deliver them, we credit your account $500.

Multi-Location Support

Family offices often operate across multiple locations, including offices, residences, and vacation properties. Framework IT has extensive experience designing, deploying, and supporting technology for organizations with dozens of locations, including standardized technology templates, coordinated deployments, and both remote and onsite support capabilities nationwide.

Reducing Key-Person Dependency

With 33% of family offices citing overdependence on key individuals as their top internal risk (Simple 2025), building institutional knowledge and operational continuity matters. Framework IT's dedicated account team structure, centralized documentation in IT Glue and SharePoint, and standardized processes are specifically designed to ensure your technology operations do not depend on any single person, whether on your team or ours.

Our Track Record

Net Promoter Score (NPS): 75 (scores above 50 are exceptional)
Customer Satisfaction (CSAT): 96%
Client Retention Rate: 96%
41 full-time, U.S.-based employees with 30 engineers across varied tiers and specializations
Average response time across all priority levels: Under 5 minutes
Multi-year winner of the MSP501, CRN MSP500, and Inc. 5000 awards
Best and Brightest Places to Work in the Nation: 2019-2024

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How We Work With You

Partnership Kick-Off: We transfer everything learned during the evaluation process to your dedicated account team and begin a structured onboarding over 45-60 days
Comprehensive Technology Assessment: Your vCIO evaluates your infrastructure, endpoints, applications, cybersecurity posture, processes, and documentation
Business Optimization Roadmap: A phased plan customized to your goals, risk tolerance, and budget, with improvements that actually lower your monthly pricing over time
Ongoing Strategic Partnership: Quarterly Strategic Business Reviews, monthly executive reports with 15-20 KPIs, proactive infrastructure maintenance, and continuous cybersecurity monitoring

We offer a 30-day money-back guarantee and a 90-day month-to-month trial period before any long-term commitment begins.

30%

Improve Resolution Times

15+

Years Of Experience

100%

Satisfaction Guarantee

Our Services

Secure AI & Automation

Accelerate AI adoption with a managed service designed for security, governance, and long-term success. Our Secure AI & Automation solutions provide a dedicated AI advisor, structured implementation, employee training, and ongoing optimization to help your business build AI-powered workflows and automation with confidence. We help you increase productivity, reduce manual work, and deploy AI responsibly without compromising security or compliance.

IT Support

Ensure your business operations run smoothly with our proactive IT support. We provide 24/7 monitoring, issue resolution, and ongoing maintenance to keep your systems operational and secure. Our expert team is always ready to address your IT challenges, minimizing downtime and enhancing productivity.

IT Strategy

Align your technology with your business goals through our IT strategy services. Our vCIO consulting and tailored roadmaps help you plan and implement IT initiatives that support growth, reduce costs, and improve efficiency. We ensure your IT investments deliver maximum value.

Cybersecurity

Protect your business from evolving threats with our advanced cybersecurity solutions. From dark web monitoring to managed detection and response, we provide multi-layered defense strategies that secure your data, systems, and network. Stay compliant and safeguard your reputation with Framework IT.

IT Project Management Services

Ensure the success of your IT initiatives with our project management expertise. From infrastructure upgrades to software implementation, we deliver projects on time, within budget, and aligned with your business objectives. Let us handle the complexities of your IT projects while you focus on growth.

Cloud Services

Leverage the power of the cloud to improve flexibility, scalability, and collaboration. Our cloud solutions include migration, optimization, and ongoing management to ensure your business benefits from secure and efficient cloud infrastructure. Whether hybrid or fully cloud-based, we've got you covered.

Business Communication Solutions

Enhance team collaboration and customer interactions with our business communication solutions. From VoIP systems to unified communication platforms, we provide the tools your business needs to stay connected, productive, and efficient across all communication channels.

Business Internet Services

Optimize your connectivity with reliable, high-speed business internet solutions. We ensure your business stays connected with tailored plans designed for maximum performance and minimal downtime, supporting everything from daily operations to data-intensive applications.

What Our Clients Are Saying

★★★★★

They are always super quick to get back to you (usually less than an hour) while other jobs I've worked have taken literal days if not weeks. Everyone is always super nice super helpful. Every issue I've had has been resolved quickly and correctly. The last 2 times Ethan and Zander helped me out...

Tyler Kraus

Club Colors Buyer, LLC

The biggest benefit of your cloud phone system platform is the seamless communication and efficiency it provides, especially for remote team members who can stay connected and productive through user-friendly desktop and mobile apps. Your hands-on guidance, ethical billing practices, and real-time support distinguish you from other companies, ensuring we feel supported and confident. For anyone considering your services, I would highlight your unmatched combination of reliability, ethics, and support, which simplifies communication and offers invaluable peace of mind.

Shavon Truman

McCready Law Office

Framework IT is the most reliable MSP I have worked with in my 25 years in Office Management. Every staff member I encounter is professional and knowledgeable, and interactions in general are consistently positive. They have completely elevated the level of service we receive, and they are the...

Chelsea Woodmansee

IL Supreme Court Commission on Professionalism

We've been working with Framework for over 4 years now and their services and support are top notch. Our VCIO Arthur has been instrumental in enhancing our IT and security solutions and a big shout out to the entire support team including Matt and Irfaan for their incredible support in finding...

April Lickovitch

Lotus Marketing

I am very grateful for our partnership with Framework and appreciate the team so much! My most recent interaction was with Matt who is always so friendly as well as knowledgeable and efficient with any requests I send their way.

Kelly Yacono

NewRoot Learning Institute

"As a former owner of an MSP, I understand how challenging it can be to price IT services effectively. When I discovered Framework IT, I was blown away by their unique model—it perfectly captures what I tried to achieve for years in my own business. Their approach is transparent, fair, and tailored to fit the needs of businesses of all sizes, making it easy to budget. But what truly sets Framework IT apart is their commitment to partnership. They don't just offer support; they genuinely partner with you to ensure your success and back that up with their business model. Their team is incredibly responsive, knowledgeable, and always willing to go the extra mile to resolve any issues quickly. If you're in the market for an IT provider that combines innovative pricing with top-notch service, look no further than Framework IT."

Mark Kennedy

"Framework IT provides so much more than network support for our organization. We value the insightful advise and long term planning strategies offered to us. Framework IT scales technology solutions to our needs at a budget we can support. Year after year, we receive dependable service from...

Oak Leyden

1. How do you protect the privacy of our family and our financial information?

Framework IT maintains the confidentiality of your proprietary business information with the same degree of care as our own and does not disclose it to third parties. Every action taken by a Framework IT employee is logged to their individual account, creating a complete audit trail for accountability and forensic investigation. We never use client names in marketing or reference conversations without explicit permission, and we enforce Role-Based Access Control with least privilege principles across all systems. Our team undergoes comprehensive background checks prior to hire and completes ongoing security awareness training.

2. We do not have internal IT staff. Can you truly function as our entire IT department?

Yes. Approximately 70% of our clients have no internal IT professionals. Our managed services plan is designed to function as your complete IT department, covering daily help desk support, proactive monitoring, strategic technology planning, comprehensive cybersecurity, infrastructure management, vendor coordination, user onboarding and offboarding, backup and disaster recovery, and documentation. For the infrastructure, security, and support domains, it is reasonable to expect that approximately 95% of day-to-day IT execution is handled by Framework IT, with your involvement limited primarily to business approvals, strategic participation, and administration of any industry-specific applications.

3. What cybersecurity protections do you provide against phishing, ransomware, and impersonation attacks?

Our cybersecurity stack is included at no additional cost and provides layered protection: advanced email security (Mimecast) blocks phishing and BEC attacks before they reach inboxes, AI-powered Endpoint Detection and Response (SentinelOne) stops malware and ransomware, a 24/7/365 SOC 2 Type 2 certified Security Operations Center (BlackPoint Cyber) monitors your environment and contains threats within minutes, Multi-Factor Authentication prevents account compromise even when passwords are stolen, and security awareness training with simulated phishing campaigns trains your staff to recognize social engineering. Dark web monitoring, SIEM logging, vulnerability scanning, and Managed Application Control provide additional layers. This stack meets over 97% of cyber liability insurance requirements.

4. How do you help us with regulatory compliance and audit preparation?

Your vCIO has direct experience supporting firms adhering to FINRA regulations and works directly with your compliance officer to implement technology controls, provide audit documentation, and coordinate incident response planning. We develop and maintain security policies, including Acceptable Use, Incident Response, Data Backup and Recovery, Remote Access, and Vendor Management policies, with employee attestation workflows that create documented proof of awareness for insurance and compliance purposes. We support SOC 2 readiness, HIPAA compliance, and other regulatory frameworks, and your vCIO assists with annual security risk assessments and cybersecurity questionnaires.

5. How do you handle our data backup and disaster recovery, and how quickly can you restore operations after an incident?

Framework IT uses Axcient's enterprise-grade backup platform to protect servers, Microsoft 365, Google Workspace, and endpoints. Recovery Point Objectives go as low as 15 minutes, and Recovery Time Objectives are under one hour in ideal conditions. AirGap anti-ransomware protection creates immutable backups that cannot be deleted or encrypted by attackers. AutoVerify technology automatically tests backups daily through virtualized boot verification, confirming recoverability without manual intervention. If your primary server fails, Axcient's Virtual Office capability can spin up a virtualized server in the cloud within minutes so your team can continue working while hardware is replaced.

6. We have offices, residences, and travel properties in multiple locations. Can you support all of them?

Yes. Framework IT has extensive experience deploying and supporting technology across dozens of locations. For Chicagoland offices, we dispatch our own full-time engineers. For locations outside Chicago, we coordinate qualified field technicians from a national partner network, directed in real-time by our senior engineers via phone or video. We create standardized technology blueprints for your locations covering network infrastructure, security baselines, and workstation standards, while customizing for site-specific needs. Your vCIO and Project Manager coordinate procurement, pre-configuration at our facility, and deployment scheduling to ensure consistent, predictable results.

7. How do you approach AI adoption, and can you help us develop a responsible AI strategy?

As part of our standard engagement, your vCIO provides proactive guidance on responsible AI policies, explores opportunities to use AI and automation to drive efficiency, and guarantees identification of at least one real-world use case for your organization. We develop a Responsible AI Policy tailored to your operations and help you evaluate AI tools with appropriate governance, including data privacy protections, audit trails, and human-in-the-loop oversight. We do not push AI adoption for its own sake. Our focus is on practical, outcome-driven gains: time saved, tasks simplified, accuracy improved, and risk managed.

8. What happens if you detect a security threat in our environment?

Our 24/7/365 Security Operations Center continuously monitors your endpoints, network traffic, cloud platforms, and email security. When a threat is detected, the SOC immediately isolates affected devices and terminates malicious processes, then hands off to our engineering team with detailed alerts. Our engineers analyze the threat scope, remove malicious access, remediate the attack vector, and communicate with your team throughout the process. For full-scale breach remediation such as ransomware recovery, a separate engagement is scoped. Your vCIO will advise you to notify your cyber insurance carrier before requesting remediation to protect your coverage.

9. How do you ensure continuity if a key person on your team or ours leaves?

Framework IT addresses key-person risk through a dedicated account team structure where knowledge is distributed across your vCIO, Service Manager, Client Lead Engineer, Proactive Infrastructure Engineer, and Help Desk Team. All technical documentation, configurations, credentials, and standard operating procedures are centralized in IT Glue and SharePoint, not stored in any individual's memory. Your Client Lead Engineer specifically serves as the institutional memory of your account, ensuring critical knowledge transfers to any new team members. On your side, we build documented processes and centralized file storage that reduce dependency on any single employee.

10. What does your pricing look like, and are there hidden fees?

Our pricing is based on our Business Optimization Framework, where your monthly cost is determined by how closely your technology environment aligns with IT best practices. As you implement improvements on your vCIO-guided roadmap, your pricing decreases over time. There are no hidden fees. Our No Surprise Billing Guarantee means you will never pay for any hourly or project invoice that was not pre-approved by your designated authorized decision-maker. We offer a 30-day money-back guarantee and a 90-day month-to-month trial period before any long-term commitment begins, so you can experience the partnership firsthand with minimal risk.

Get in Touch

Let Framework IT be your trusted partner in managing the complexities of IT for investment banking in Chicago. Contact us today to learn more about how our proactive solutions can safeguard your business.

Phone: (312) 564-5446
Email: [email protected]
Address: 700 N Sacramento Blvd., Suite 101, Chicago, IL 60612

Get In Touch