Case Study: Cybersecurity for a Wealth Advisor’s Household
Client Profile
A boutique wealth management advisor who specializes in serving rising corporate executives.
•Works remotely from a high-end home office
•Married with a stay-at-home husband and three children (ages 12, 14, and 18)
•The 14- and 18-year-olds are avid online gamers
•Frequent in-home guests and vendors regularly connect to their Wi-Fi network
•Household uses a mix of personal and work devices on shared networks
Assessment Scope by Belvedere
•Belvedere conducted a comprehensive cybersecurity review across the household’s digital footprint, including:
•All devices scanned for data breaches, malware, and network vulnerabilities (laptops, tablets, phones, gaming consoles, smart home devices)
•Evaluated the use of password managers, two-factor authentication, and VPN configurations
•Conducted a wireless access audit, identifying guest device access points and unsegmented networks
•Performed deep-dive social media and gaming room activity scans, focusing on the children’s online behavior and third-party interactions
Key Vulnerabilities Identified
Unsecured Wi-Fi Access:
Work Device Exposure:
Child in a Dark Web Chat Room:
Password Reuse Across Devices:
Belvedere's Response & Risk Mitigation
•Implemented enterprise-grade Wi-Fi segmentation, separating work, family, and guest traffic
•Installed a dedicated VPN router for encrypted remote work access
•Enforced password manager use and unique credentials across all users
•Provided dark web monitoring and device threat detection software for all family devices
•Educated all family members on phishing, social engineering, and responsible online behavior
•Moved all sensitive work data to an encrypted, monitored cloud environment with MFA
Outcome
The advisor’s client data, marketing strategy, and reputation were protected before a breach occurred.
The household is now operating under a custom cybersecurity protocol, with all five family members empowered to maintain digital hygiene.
Belvedere’s holistic cybersecurity assessment not only secured the client’s professional world, but protected their personal one as well