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. A safe method of obtaining policies, the IT environment, and client boundaries is through Confidential Discovery.
2. Security Audit: Identity, email, cloud, devices, backups, and access are all reviewed in accordance with ISO and NIST standards.
3. Targeted Penetration Testing: ethical hacking on specific areas to identify issues and rank solutions.
4. Risk Register & Gap Analysis: identify risks to assets and processes; create a detailed remediation plan.
5. Workflow & Vendor Review: verify vendor risks, approvals, and change management procedures; assist with RFPs if required.
6. Executive-Level Reporting: structured briefing and debriefing aligned with governance and risk appetite.

What You Acquire

• Confidential Exposure Map: a graphic representation of weaknesses, indicating severity.
• Executive Briefing Report: 20–30 pages including narrative, risk matrix, and prioritized actions.
• Actionable Roadmap: recommendations staged over 90 days, 12 months, and beyond.
• Private Debrief: confidential session with executives, principals, or trustees.
• Optional Refreshes: quarterly or annual check-ins to maintain visibility.

How We Cooperate

• Defined Scope: explicit boundaries maintain confidentiality.
• Minimal Disruption: assessments run quietly, with no interruption to daily work.
• Collaborative Delivery: stakeholders review results prior to final reporting.
• Trusted Continuity: outputs feed into long-term programs such as Revive or Fortify.

Who Benefits the Most from It?

• Family Offices: visibility into digital estates and multi-jurisdictional assets.
• Trustees & Law Firms: assurance on compliance obligations and duty of care.
• Private Clients / HNWIs: discreet protection of household IT and personal data.

What is Going to Take Place

• Clear risk understanding: blind spots highlighted and tied to critical assets.
• Prioritized fixes: urgent vs. strategic remediation clearly separated.
• Governance-ready reporting: supports fiduciary oversight and accountability.
• Improved resilience: foundation for modernization and continuous protection.

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.