AI governance should sit inside the broader security program, not beside it. The same weaknesses that create cybersecurity exposure also create AI exposure: unclear permissions, unmanaged vendors, weak identity controls, and informal data handling.
Identity and access
- Require phishing-resistant multifactor authentication where possible.
- Review shared accounts and personal email forwarding.
- Remove access promptly when staff, household employees, or advisors change roles.
Data and AI use
- Classify documents before they are used in AI tools.
- Keep confidential records out of public-model workflows unless the arrangement is explicitly approved.
- Log approved tools, owners, use cases, and review requirements.
Vendor oversight
Family offices should know which vendors can access sensitive systems, whether subcontractors are involved, and how data is retained. AI vendors deserve additional scrutiny around model training, logging, and deletion rights.