Future-Ready Family Office
For families operating in a tech-driven world, beyond just financial administration.
Evermark provides a premium advisory capability for families operating in a tech-driven world. We help families build durable operating control by establishing digital continuity and security governance across software, hardware, and data. Critical information remains accessible and controlled as technology and risk evolve. We also advise on frontier technology decisions and build lasting decision capability.
- Durable continuity and control of critical information as technology and risk evolve
- Frontier technology assessment and disciplined adoption, avoiding fad-driven implementations
- Critical technology decision capability, understanding how technology shapes operations and risk
- Efficient operations with reduced hidden failures through governance
Traditional family offices often stop at finance and reporting. As data, software, and tools increasingly shape daily life and risk, long-term advantage comes from technology and information governance. We combine security, continuity, frontier-technology advisory, and decision capability into an executable advisory playbook.
- Continuity of access to critical information with clear boundaries, accountability, and reversibility
- Hardware and backup standards: device storage, backups, replacement discipline, recovery paths
- Vendor and infrastructure governance: data boundaries, access scope, logging expectations, exit readiness
- Ongoing assessment of technology changes that materially affect lifestyle, operations, and potential risks
- Structured evaluation across security, privacy, data, governance, and vendor maturity
- Advisory-led adoption through pilots, training, and governance mechanisms
- Understanding how technology shapes lifestyle, operating structure, and potential risks
- Separating signal from noise and marketing in technology trends
- Making executable decisions around technology, data, and security