Service directory
Every service Data Fiduciaries delivers, organized by practice area. Select a service to review its scope, who it is for, and what you receive.
Security Program and Certification Readiness
Establish where your security program stands and what to fix first: a baseline assessment and a risk-prioritized roadmap aligned to your stack and goals.
Reach a clean SOC 2 Type I or Type II report faster, with readiness assessment, control design, evidence architecture, and audit management to report.
ISMS and PIMS implementation carried through certification: scope, risk assessment, statement of applicability, internal audit, and stage one and two support.
Reduce PCI DSS scope and cost before you assess: cardholder data environment analysis, segmentation review, gap assessment, and QSA or SAQ preparation.
Readiness for HITRUST CSF and the other sector certifications your market requires, with control mapping, gap assessment, and a remediation plan.
Security policies, standards, and procedures written for how your company actually operates, built to satisfy auditors and customers alike.
Framework requirements translated into operating controls that fit your technology stack, with evidence designed to be collected automatically.
Select and sequence the security tools your program needs across identity, endpoint, detection, and data protection, based on total cost to operate.
Get full value from your compliance automation platform: control mapping, integration coverage, evidence automation, and closure of the gaps it leaves.
We manage SOC 2, PCI, ISO, and regulatory audits end to end, drawing on our network of independent audit firms or working with your existing auditor.
Outsourced or co-sourced internal audit for security and technology controls, with testing and workpapers that satisfy external auditors and committees.
Answer customer security reviews at scale with a trust center, a maintained questionnaire library, security documentation, and a customer audit process.
Remove the security and compliance obstacles blocking named enterprise deals, working from the buyer's actual requirements back to what you must show.
Cyber Risk and Security Maturity
A capability maturity assessment mapped to NIST CSF 2.0 or the CIS Controls, establishing a defensible baseline and the improvements that matter most.
Annual or quarterly re-measurement against your baseline, showing progress over time and keeping leadership current on risk and regulatory change.
Express cyber risk in dollars using FAIR: loss exposure ranges for the scenarios that matter, so boards and finance can prioritize security investment.
Build the risk function: taxonomy, methodology, register, appetite statement, treatment and acceptance workflows, and reporting to leadership and the board.
Independent testing of control design and operating effectiveness, producing evidence that supports management assertions, filings, and audit efficiency.
Design the security measurement layer: key performance and risk indicators, data sources, thresholds, and reporting for operators, executives, and boards.
Board and executive security reporting packages and briefings that support director oversight and disclosure obligations, prepared and delivered for you.
A multi-year security strategy aligned to business goals, regulatory trajectory, and budget, including build versus buy decisions and the staffing model.
Improve cyber insurance outcomes with accurate application responses, the control evidence underwriters require, and a coverage review against real risk.
Regulatory and Legal Compliance
Technical controls assessed requirement by requirement against a named statute or regulation, producing findings counsel can rely on with regulators.
Build or assess your privacy program: data mapping, records of processing, DPIAs, consent, data subject request workflows, retention, and vendor oversight.
Gap assessment against GDPR, the Texas Data Privacy and Security Act, CCPA and CPRA, and other state privacy laws, focused on the differences that matter.
Control assessments for GLBA and the FTC Safeguards Rule, NYDFS Part 500, FINRA, SEC cybersecurity rules, and SOX IT general controls.
HIPAA Security Rule risk analysis and safeguard assessment, business associate review, and a remediation plan focused on the issues regulators cite most.
Readiness for CMMC, NIST SP 800-171, DFARS, FedRAMP, StateRAMP, and TX-RAMP, including system security plans, POA&Ms, and authorization packages.
Technical support under counsel for inquiries and examinations by state attorneys general, the FTC, HHS OCR, the SEC, and banking regulators.
Privileged technical analysis for counsel as a consulting expert: evaluating positions, supporting discovery on technical matters, and case preparation.
Testifying expert services on security practice, control adequacy, incident causation, and industry standards, including reports, deposition, and trial.
A written assessment of whether your program meets the reasonable security standard of a statute, regulation, or contract, prepared for reliance by counsel.
Security for law firms: outside counsel guideline compliance, client security audits, confidentiality obligations, and matter-level data segregation.
Technical review of security exhibits, DPAs, SLAs, audit rights, and breach notice terms, confirming your controls meet what you have promised.
AI Governance
Design an AI governance program on the NIST AI RMF and ISO/IEC 42001: decision rights, policy, use case intake, risk assessment, oversight, and monitoring.
Gap assessment against the EU AI Act, the Colorado AI Act, the Texas Responsible AI Governance Act, and sector expectations for AI accountability.
Discover and catalog the AI systems in use across your organization, whether built, bought, or embedded, and classify each use case by risk.
Find unsanctioned AI use, measure the data exposure it creates, and replace it with sanctioned tools, acceptable use standards, and technical controls.
Evaluate AI providers and models for data handling, training provenance, security, reliability, contract protections, and regulatory obligations.
Assess the AI features in your product for prompt injection, data leakage, output handling, access control, tenant isolation, and evaluation practice.
Recurring assessment of deployed AI systems for fairness, reliability, transparency, security, and regulatory fit, with the documentation regulators expect.
Product and Application Security
A comprehensive security assessment of your SaaS product or in-house application, from development practice and architecture to fraud and resilience.
Measure development practice against OWASP SAMM and embed security into the engineering workflow rather than bolting it on at release.
Structured review of application architecture, trust boundaries, and data flows, with formal threat models and a repeatable practice for your teams.
Expert review of source code where scanners fall short: authorization logic, authentication flows, cryptography, business logic, and untrusted input.
Design and tune SAST, DAST, IAST, and SCA in your pipeline, with triage workflows and remediation service levels engineering teams can sustain.
Assess dependency and build pipeline risk: open source components, SBOM, artifact signing and provenance, and CI/CD pipeline security.
Review MFA, sessions, SSO, tokens, account recovery, and object-level authorization, where the most exploited application weaknesses are found.
Assess account takeover, bot abuse, card testing, refund, promotion, and trial abuse, with an abuse case catalog mapped to preventive and detective controls.
Stop credential stuffing and account takeover with layered defenses: breached password screening, adaptive login, bot mitigation, and recovery hardening.
Assess resistance to volumetric and application-layer DDoS across edge, CDN, WAF, rate limiting, autoscaling, and your contractual recovery objectives.
Verify tenant separation, encryption and key management, data residency, logging hygiene, and retention as actually implemented in your application.
Inventory and test your API surface, including undocumented endpoints, authorization enforcement, rate limits, data exposure, and partner integrations.
Assess AWS, Azure, or Google Cloud and supporting infrastructure against CIS Benchmarks: IAM, network, workloads, IaC, secrets, logging, and drift.
Network, web, mobile, API, cloud, wireless, and social engineering penetration testing, scoped to your risk profile and certification evidence needs.
Assess your vulnerability position and build a program with risk-based prioritization, remediation service levels, exception governance, and metrics.
Objective-based adversary simulation that tests detection and response rather than control inventory, with optional purple team collaboration.
Establish a responsible disclosure or bug bounty program with policy, safe harbor, scope, triage workflow, reward criteria, and remediation handoff.
Secure coding training built on the vulnerabilities in your own codebase, plus a security champions program that spreads capability across engineering.
For fintech and financial services: assess AML, KYC, sanctions screening, transaction monitoring, and fraud detection as working technical controls.
Third-Party Risk and Transaction Advisory
Vendor and service provider security assessments scaled to criticality, covering controls, attestations, contracts, fourth parties, and monitoring.
Build a TPRM program: vendor inventory, tiering, assessment methodology, onboarding and renewal workflow, contract requirements, and monitoring.
Ongoing vendor security reviews performed on your behalf, absorbing assessment volume while keeping a consistent standard of evaluation.
Buy-side cyber due diligence on security posture, compliance, hidden compromise, product security, and remediation cost, framed for valuation.
Prepare for buyer security diligence: find and fix the issues that reduce valuation or delay close, and assemble a diligence package that moves fast.
Plan and manage security integration after close: identity consolidation, network connection risk, control harmonization, and compliance scope.
Standardized cybersecurity assessments across a private equity or venture portfolio, with comparable scoring and portfolio-wide risk visibility.
Incident Response and Crisis Management
Contract before the crisis: a committed response time, prepaid response hours, and a responder who already knows your environment.
Incident command and decision support for executives and boards, coordinating counsel, insurers, forensics, and technical teams under pressure.
Forensic investigation that establishes what happened: defensible evidence preservation, timeline, initial access, lateral movement, and exfiltration.
End-to-end ransomware and extortion response: threat actor assessment, negotiation, sanctions analysis, settlement facilitation if chosen, and recovery.
Determine breach notification obligations across states and regimes, identify affected parties, and meet statutory deadlines in coordination with counsel.
Independent post-incident review of root cause, control failures, and response performance, with findings suitable for boards, regulators, and insurers.
Direct remediation after an incident, from containment and hardening to root cause fixes, with the evidence trail regulators and customers expect.
An incident response plan and scenario playbooks for ransomware, business email compromise, exfiltration, insider events, and third-party compromise.
Technical, executive, and board tabletop exercises built on realistic scenarios from your environment, exposing decision gaps before an incident does.
Test your resistance to and recoverability from ransomware: access vectors, privileged access, backup isolation, recovery time, and decision framework.
Evaluate continuity and recovery capability, including business impact analysis, tested recovery objectives, dependency mapping, and exercise programs.
Monitor leaked credentials, extortion site mentions, brand impersonation, and attack surface changes, with threat briefings relevant to your sector.
vCISO and Fractional Leadership
Fractional CISO leadership scaled to your needs, from strategic advisory to hands-on program ownership, board representation, and customer assurance.
Full-time interim CISO coverage during a leadership transition, maintaining program continuity, regulatory standing, and team stability through handover.
Ongoing ownership of your compliance function: audit calendar, control monitoring, evidence operations, regulatory change, and reporting between audits.
A named privacy officer or data protection officer where law or contract requires one, covering regulator liaison, assessment oversight, and governance.
Help boards and audit committees oversee cyber risk: director education, evaluation of management reporting, disclosure briefings, and independent views.
Dedicated program management for certification efforts, security initiatives, and remediation, so your roadmap is executed and not just published.
Design the security function: structure, roles, seniority mix, build versus outsource decisions, hiring support, and mentoring for leaders in place.
Human Risk and Security Awareness
Awareness programs built on the behaviors that reduce incidents, with role-based content and measurement of real behavior rather than completion rates.
Phishing, voice, and text simulation calibrated to real attacker tradecraft, with trend reporting and follow-up that educates rather than punishes.
Reduce the exposure of executives, finance staff, and administrators through footprint reduction, account security, payment controls, and impersonation defense.
Start with a confidential conversation
Every engagement is scoped individually and begins with a conversation about where your program stands and where it needs to be. Work is conducted under a nondisclosure agreement and a master services agreement.
Consultations are available Monday to Friday, 9:00am to 3:00pm Central.