The Montshield Insight Program

For family offices, trustees, law firms, and HNWIs, the Insight Program offers a comprehensive cybersecurity and IT risk assessment. In a single, confidential engagement, it integrates workflow reviews, penetration testing, and audits to identify gaps and provide leaders with a clear course of action.

The Significance of the Insight Program

• Blind spots are now evident, ranging from shadow IT to over-privileged accounts, unreliable vendors, and unused backups.
• Controlled penetration testing provides evidence for resolving the issue and demonstrates precisely how attackers could gain access.
• Executive clarity: risks are explained in business terms so that principals and trustees are aware of their options.
• Assessments are conducted in secret with complete privacy in mind, and confidentiality agreements are in place at every stage.

Work Scope

The program consists of six distinct steps that strike a good balance between executive oversight and technical depth:

1. Confidential Discovery
   A safe method of obtaining policies, the IT environment, and client boundaries. Initial intake establishes scope while protecting sensitive information through secure channels.
2. Security Audit
   Identity, email, cloud, devices, backups, and access are all reviewed in accordance with ISO and NIST standards. Comprehensive evaluation measures current posture against recognized frameworks.
3. Targeted Penetration Testing
   Ethical hacking on specific areas to identify issues and rank solutions. Controlled testing demonstrates real-world attack scenarios and validates security controls.
4. Risk Register & Gap Analysis
   Identify risks to assets and processes; create a detailed remediation plan. Structured documentation connects vulnerabilities to business impact and prioritizes responses.
5. Workflow & Vendor Review
   Verify vendor risks, approvals, and change management procedures; assist with RFPs if required. Third-party relationships receive scrutiny to ensure they meet security standards.
6. Executive-Level Reporting
   Structured briefing and debriefing aligned with governance and risk appetite. Findings translated into decision-ready format appropriate for board and trustee review.

What You Acquire

• Confidential Exposure Map
  A graphic representation of weaknesses, indicating severity. Visual dashboard provides immediate understanding of risk distribution across your infrastructure.
• Executive Briefing Report
  20–30 pages including narrative, risk matrix, and prioritized actions. Comprehensive documentation suitable for governance review and regulatory compliance demonstration.
• Actionable Roadmap
  Recommendations staged over 90 days, 12 months, and beyond. Phased implementation plan balances urgency with resource constraints and operational continuity.
• Private Debrief
  Confidential session with executives, principals, or trustees. Face-to-face discussion ensures complete understanding and addresses sensitive questions in appropriate setting.
• Optional Refreshes
  Quarterly or annual check-ins to maintain visibility. Ongoing assessment tracks progress and identifies emerging risks as your environment evolves.

How We Cooperate

• Defined Scope
  Explicit boundaries maintain confidentiality. Clear engagement parameters ensure assessment proceeds only in authorized areas with appropriate protections.
• Minimal Disruption
  Assessments run quietly, with no interruption to daily work. Testing schedules and methodologies designed to avoid operational impact.
• Collaborative Delivery
  Stakeholders review results prior to final reporting. Iterative feedback ensures findings reflect organizational context and priorities accurately.
• Trusted Continuity
  Outputs feed into long-term programs such as Revive or Fortify. Assessment becomes foundation for sustained improvement rather than isolated exercise.

Who Benefits the Most from It?

• Family Offices
  Visibility into digital estates and multi-jurisdictional assets. Comprehensive risk intelligence supports informed decisions about complex technology environments spanning multiple entities and locations.
• Trustees & Law Firms
  Assurance on compliance obligations and duty of care. Documented assessment demonstrates appropriate oversight and satisfies fiduciary requirements for technology risk management.
• Private Clients and High-Net-Worth Individuals
  Discreet protection of household IT and personal data. Professional evaluation identifies vulnerabilities in personal technology infrastructure without compromising privacy.

What is Going to Take Place

• Clear Risk Understanding
  Blind spots highlighted and tied to critical assets. Comprehensive visibility enables informed prioritization of security investments.
• Prioritized Fixes
  Urgent vs. strategic remediation clearly separated. Actionable roadmap distinguishes immediate threats from long-term improvements.
• Governance-Ready Reporting
  Supports fiduciary oversight and accountability. Documentation meets standards for board presentation and regulatory compliance demonstration.
• Improved Resilience
  Foundation for modernization and continuous protection. Assessment establishes baseline for ongoing security program development.

In Conclusion

Without disclosing any personal information, the Insight Program provides a comprehensive picture of IT and cyber risk. It combines penetration testing, risk assessment, workflow analysis, vendor support, and audits. This equips leaders with the clarity to make informed decisions and the assurance to run their organizations securely.