In private capital and family office advisory, trust is built on discretion. Protecting sensitive materials is not only a technical requirement — it is fundamental to client confidence, partner coordination, and disciplined execution. Project Fortify was created to help our client improve confidentiality controls and establish secure ways of working when documents, decisions, and counterparties move across borders.

Project overview

The client’s day-to-day work involved highly sensitive information—structure documents, onboarding files, manager reports, and transaction materials—yet handling practices were inconsistent across teams and counterparties. Access was often shared informally, document versions were hard to trace, and there was limited visibility into who viewed or downloaded what. These gaps increased operational risk and made it difficult to maintain a clear confidentiality standard. Project Fortify set out to tighten access, improve document discipline, and create a secure collaboration environment that supports advisory work without slowing it down.

Our approach

We started by mapping the document lifecycle across key workflows: onboarding, manager selection, transaction execution, and periodic reporting. From there, we defined a practical confidentiality model—who needs access, when, and at what level—and implemented role-based permissions with clear ownership and review rules. Secure storage and sharing practices were introduced to replace ad-hoc distribution, along with versioning and audit trails to improve traceability. For high-sensitivity workstreams, a structured data-room style setup was established to support external collaboration while keeping control over access windows, downloads, and approvals. Finally, short guidance and training sessions helped ensure the controls were adopted consistently and remained easy to follow in real operations.

“Project Fortify gave us confidence in how we handle sensitive work — the process is now clear, controlled, and practical.”

This milestone changed how the client approached confidentiality in daily operations. Instead of relying on informal sharing or individual judgment, the team gained a consistent standard that was easy to execute and defend. External collaboration became smoother because access and expectations were clearly defined, while internal oversight improved through traceable records and controlled permissions. The result was a stronger culture of discretion without adding unnecessary complexity.

Key achievements

• Role-based access and permission standards aligned with real advisory workflows

• Secure document handling practices with version control and traceable activity records

• Data-room style setup for high-sensitivity workstreams and external collaboration

• Clear ownership and periodic review of access rights to reduce unnecessary exposure

• Practical guidance and training that improved adoption and day-to-day consistency

Results and impact

Project Fortify strengthened confidentiality and reduced operational risk across the client’s advisory activities. Sensitive materials are now handled with clearer controls, better traceability, and fewer informal workarounds. With a secure collaboration environment in place, the client can engage managers, service providers, and partners more confidently—knowing that discretion and control are embedded in the way work gets done.