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INSIGHTS / BACKUP & CONTINUITY

Backup and continuity
planning for Family Offices.

A practical plan helps a Family Office recover important information and continue operating during a technology disruption.

Identify what cannot be easily replaced

Begin with the information and systems that would cause the greatest disruption if unavailable: email, documents, financial records, contact information, line-of-business applications and shared drives. Include the people who need access and the expected recovery time for each area.

Use more than one protected copy

Important data should be protected separately from the everyday systems where it is created. A combination of managed cloud services, protected backup copies and appropriate retention settings provides more resilience than relying on a single location.

Test that recovery works

A successful backup is not only one that completes. Selected files, email and systems should be restored periodically to confirm that the process works, the right information is included and the timing is acceptable.

Keep responsibilities and contacts clear

Document the first actions for a service outage, a lost device, an account compromise or a major hardware failure. Record key suppliers, administrator access arrangements and the order in which important systems should be restored.

A CONSIDERED NEXT STEP

Review the whole environment.

Technology risks rarely sit in isolation. A short review can identify priorities across people, devices, accounts, connectivity and recovery.

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