Estate Protection · Family Office

Family offices protect the wealth.
Sentinel protects the digital perimeter.

Multi-generational digital risk doesn't end at the principal. It spans every residence, every grown child, every device — and every handover that hasn't been documented yet.

02

The unprotected surface

The family office has counsel, a CIO, and an accountant. What it typically does not have is a named operator covering the digital layer. These surfaces are usually unaddressed — and each is a live attack vector.

Surface Typically covered Typical gap
Principal devices Business laptops (sometimes) Personal phones, tablets, home machines — unmanaged and unmonitored
Children's devices Nothing formal Adult children are the softest entry point into the family network; rarely hardened
Smart home systems Nothing formal Each residence has its own local network — often bridged to the principal's accounts, never audited
Crypto custody hygiene Legal structuring Wallet key management, multi-sig governance, and succession access almost always absent
Digital estate documentation Trust documents Digital assets, account inventories, and access credentials rarely documented for next-generation transfer
The core problem

Governance frameworks cover the financial layer thoroughly. The digital layer — devices, credentials, accounts, access paths — is typically governed by nobody. That's the gap Sentinel fills.

See how Sentinel compares to managing this yourself: Sentinel vs. DIY →

03

Multi-residence, multi-generation

A typical family office principal has two or three residences, adult children operating independently, and a growing number of grandchildren entering digital life. Each household is a separate attack surface. Each generation has different device habits, different account architectures, and different risk tolerances.

Sentinel operates as the single named operator across all of it. One person. One engagement. Consistent standards applied at every residence, extended to every family member who carries meaningful digital exposure — not as a helpdesk, but as an embedded security layer that travels with the family unit.

Multi-household coverage means device audits at each location, network reviews for each residence, and a unified credential and account governance policy that doesn't collapse the moment a family member changes phones or moves to a new address.

Why one operator matters

When an incident happens — a compromised account, a breach alert, a suspicious transaction — the response requires knowing the full picture. That picture only exists if one person built it. A distributed team cannot respond at the speed a family office requires.

04

Coordination with your existing team

Sentinel is not a replacement for the CIO, the family attorney, or the accountant. It is the digital arm that works alongside them — covering the technical surface each professional was never hired to address.

Family Office CIO
Investment infrastructure

Sentinel coordinates on account access architecture for investment platforms, brokerage credentials, and digital asset holdings. We don't touch investment strategy — we secure the access layer around it.

Estate Attorney
Legal & succession documents

We supply the digital estate dossier in a format designed for the trust file — inventory, access protocols, and handover materials formatted for counsel. The attorney handles the legal instrument; we supply the technical annex.

Family Accountant / CPA
Tax & financial records

Crypto tax exposure and digital asset reporting require clean custody records. Sentinel maintains the account inventory and transaction access that the CPA needs without requiring the CPA to manage credentials.

Sentinel
Digital perimeter

Devices, credentials, accounts, breach monitoring, network hygiene, crypto custody, digital estate documentation. The technical surface none of the above own. One named operator, NDA-bound, no offshoring.

05

One person. NDA-bound. No offshoring.

Your family's device inventory, account architecture, and credential records are not routed through a support queue, processed by a contractor, or stored outside US infrastructure. One named operator has access: the person who built the engagement, who signed the NDA, and who responds when something happens.

This is a structural constraint, not a marketing claim. Personal accountability requires personal delivery. The model doesn't scale to dozens of clients — by design. A family office requires discretion that only a small, named practice can provide.

The operator

Amir Saber Sharifi. Founder of Saberistic, former CTO of Designity, early-stage blockchain engineer. The person watching your digital perimeter is one person — and that person has a name. Meet the founder →

06

Engagement model

Onboarding is structured for principals and trustees — not a consumer sign-up flow. The engagement is documented, quarterly-reviewed, and designed to survive generational transition.

  • 01
    Principal intake — structured, not a form

    A 60-minute intake session covering household composition, residence count, device inventory, account architecture, crypto exposure, and succession intent. The deliverable is a written engagement brief shared with the trustee and attorney of record.

  • 02
    30-day hardening across all principals

    Device audits at each residence. Password manager migration for every family member in scope. MFA hardening on all financial accounts. Network reviews for each household. Crypto custody architecture review. All changes documented.

  • 03
    Quarterly digital posture reviews

    Four times per year: breach scan refresh across all family emails, device inventory update, account access audit, crypto custody review. A written posture summary delivered to the principal after each review. Not a dashboard — a document.

  • 04
    Documented handover materials for next-generation transition

    A digital estate dossier structured for the trust file: complete account inventory, access protocols, crypto custody instructions, and a handover guide for the executor and next-generation trustees. Reviewed annually. Formatted for the estate attorney.

  • 05
    Incident response on-call

    When a breach alert fires, a suspicious transaction appears, or a family member's account is compromised — the response is a direct message, not a ticket. Available to all principals and covered family members. No tiered support. One operator.

07

Pricing

The Estate Protection tier is the natural fit for a family office. It includes digital estate documentation, multi-residence coverage, and the quarterly posture review cadence the structure requires.

Estate Protection
Complete digital perimeter management
$1,599 / month
  • Full household coverage — principal, spouse, adult children
  • Multi-residence network and device audits
  • Crypto custody architecture and multi-sig setup
  • Digital estate dossier — formatted for the trust file
  • Quarterly digital posture reviews with written summary
  • Succession handover materials and annual drill
  • Breach monitoring across all family emails
  • Direct incident response — one operator, no tickets

For multi-principal family offices — two or more principals with distinct households — bespoke scoping is available. The engagement is sized to the actual surface, not a fixed tier. Inquire via private briefing.

Book a private briefing → Request an assessment

A 20-minute briefing tells you
exactly what's unprotected.

The family office has governance at every layer except this one. The briefing is discreet, written, and structured for the principal — not a sales call.

Book a private briefing → Digital estate documentation →