Advisory Services

What we do, and how we do it.

Stoneveil Advisory provides private technology, privacy, cyber, and resilience advisory for UHNW principals, family offices, and luxury retreats. Every engagement is discreet, structured around your operating reality, and designed to remove the advisor from the critical path as quickly as possible.

Core service areas

Three advisory disciplines.

All engagements sit within one or more of these practice areas. Most UHNW clients engage across all three.

Principal Privacy & Presence Management

Controlling the digital and physical footprint of the principal, household, and close family. Covers OSINT reduction, data broker suppression, identity minimisation, and presence governance.

  • Digital footprint audit and suppression
  • Dark web and breach monitoring
  • Family identity and data broker management
  • Pattern-of-life exposure review
Privacy

Technology Resilience & Continuity Architecture

Designing and hardening the technology environments that principals depend on — residences, travel, estates, vessels, and offices — so they continue operating when any single component fails.

  • Estate technology architecture review
  • Network segmentation and secure communications
  • Vendor and third-party access governance
  • Continuity and failure-mode planning
Resilience

Cyber Risk Advisory & CIRO Function

Providing the strategic cyber risk and oversight function that family offices and private structures rarely have in-house — at the level of a Chief Information and Resilience Officer, without the full-time cost.

  • Fractional CIRO and security governance
  • Board and family office risk reporting
  • Incident readiness and response planning
  • Vendor and service provider assessment
Governance

Engagement models

How clients engage.

We offer three structured engagement models. All begin with a confidential intake and an initial assessment before any retainer is proposed.

Retained Advisory

An ongoing advisory relationship with defined access, reporting, and review cycles. Suited to principals and family offices that want continuous oversight without hiring in-house.

  • Monthly structured reporting
  • Defined advisory hours and escalation path
  • Threat and signal monitoring
  • Annual full-environment review

Project Engagement

Scoped to a defined outcome — a framework build, an acquisition environment review, a vendor assessment, or a resilience architecture for a new property or vessel.

  • Clear scope, timeline, and deliverables
  • No ongoing obligation
  • Suitable for one-time or periodic needs
  • Often precedes a retained relationship

Principal Assessment

A structured, one-time assessment of the principal's exposure across privacy, technology, vendor, human, and governance dimensions — delivered as an advisory briefing.

  • Seven-domain UHNW exposure review
  • WEM scoring and comparative benchmarking
  • Prioritised risk and control roadmap
  • Executive briefing and Q&A

Engagement process

From first contact to active advisory.

A consistent four-stage process ensures the engagement is appropriately scoped and discreet from the outset.

1

Confidential Intake

An initial, no-obligation discussion to understand your environment and priorities. No written documentation until both parties are satisfied with fit.

2

Initial Assessment

A structured review of the operating environment, existing controls, and exposure profile — forming the baseline for any advisory recommendation.

3

Engagement Design

A proposed engagement structure — scope, model, timeline, and deliverables — reviewed and agreed before any work begins. No templates; every engagement is structured to the client.

4

Active Advisory

Structured delivery with defined communication protocols, reporting rhythm, and escalation paths agreed in advance. Confidentiality preserved throughout.


What we don't do

Scope boundaries matter.

Defining what falls outside the advisory is as important as defining what falls within it.

We are not a managed service provider

We advise on technology architecture, vendor selection, and control design. We do not build or manage systems, networks, or operational tooling. We provide the strategic and oversight function, and help you select and govern the right providers to do the implementation.

We are not a security firm

We do not conduct penetration testing, red team operations, or incident response. We carry the CIRO function: risk assessment, governance, supplier oversight, and strategic resilience design. Where technical testing is warranted, we can refer to appropriate trusted providers.

Ready to start a confidential discussion?

All enquiries are treated with the same discretion as the work itself. No unsolicited follow-up. No sales process.

Begin confidential intake →