Family offices coordinate sensitive financial, business and personal information. Internal responsible staff often work with banks, asset managers, legal advisers and other service providers.
Sardona helps you organise information security around this collaboration traceably.
Information is processed across different applications and organisations. At the same time, much of the knowledge about processes and responsibilities lies with individuals.
Security work therefore needs a shared basis: Which information and systems are important? Who takes on which tasks? Where are there risks and open measures?
Document how information security is managed and which rules apply to handling confidential information. Manage policies and approvals centrally so that collaboration remains traceable even when people change.
Capture risks to your information, applications and business processes, taking into account dependencies on individuals and external providers. Define measures and track their implementation.
Document the assessment of security-relevant service providers. Collect information and evidence via the supplier portal and record any open questions.
Record requirements and measures for access to information. With suitable integrations, technical information on permissions can complement your assessment. You agree on the approval and implementation of access rights with the owners of the respective systems.
Capture key processes and their dependencies. Prepare how you will remain able to act if central systems, service providers or contact persons are unavailable. With crisis exercises, you can test your joint approach.
Bring together risks, open measures and evidence. This allows you to present the status of your information security clearly to the responsible people and discuss priorities.
Sardona is developed and operated by Burri Consulting. You can use the platform with your own responsible staff or existing partners. Consulting, implementation support and CISO as a Service can be agreed separately if required.
Discover CISO as a Service →Sardona’s application and portal servers are operated in Switzerland. Regional deployments in Switzerland are set up for the AI functions.
Security and data protection →We show you how to organise your security work across different responsibilities and service providers.
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