Cybersecurity Solutions for Successful Families

Protecting Your Wealth Through Education and Awareness.

Why Cybersecurity Matters for Affluent Families

Today’s wealth is increasingly digital. Personally identifiable information (PII), financial records, and even property titles are stored and exchanged online. With the rise of machine learning and artificial intelligence, risks to privacy and security are escalating—making affluent families prime targets. At Three Cord True Wealth Management, we recognize that financial planning is incomplete without addressing these realities. While we do not provide cybersecurity services directly, we educate, guide, and connect our clients with trusted third-party solutions so that their digital lives are as well-protected as their financial portfolios.

Cyber Security Threats to Your Wealth

Escalating cyber threats

From phishing to dark web exposure, wealthy families are increasingly at risk.

Overwhelming complexity

Managing multiple devices, accounts, and systems creates vulnerabilities.

Family transitions

Inheritance, aging parents, or sudden disability can leave digital lives disorganized and exposed.

Regulatory pressure

Financial professionals and families alike face rising compliance standards.

Three Cord’s Educational Approach

We blend client education, vetted resources, and internal best practices into a framework designed to give families clarity and confidence.

Client Awareness & Education

We provide ongoing education to help families recognize threats before they become problems. Topics include:

Recognizing and avoiding phishing emails and texts
Safe practices for social media and online sharing
Identifying and reporting financial scams
Understanding risks of public Wi-Fi and how to use VPNs safely
Protecting children and teens from online risks
Developing family-wide “cyber hygiene” habits

Personal Cybersecurity Third-Party Solutions for Personal Devices

We educate and connect clients with trusted third-party tools that strengthen day-to-day device protection, including:

Digital Life Organization

Coming Soon!
We are excited to introduce a new client-first portal designed to give you greater control over your data while enabling secure collaboration.

Our approach is rooted in the principles of Digital-Asset Fiduciary™ responsibility, prioritizing client-first collaboration, cybersecurity, and privacy. We are committed to guiding you in organizing and protecting your digital life in ways that:

Support family members in case of death or disability
Reduce stress from juggling multiple file-sharing systems
Ease transitions for families with aging parents
Share information securely and on your terms
Collaborate safely with trusted advisors
Maintain mobile access with security built-in

Assisting with Credit Freezes

We educate clients on how to freeze and unfreeze their credit with the major credit bureaus. This step is one of the most effective ways to prevent identity theft and unauthorized accounts from being opened in your name.

Embracing Fiduciary Leadership in Cybersecurity Awareness

Three Cord True Wealth Management is proud to be an early adopter of the Digital Asset Initiative’s Digital-Asset Fiduciary™ (DAF™) certification platform.

Three Cord’s Internal Cybersecurity Best Practices

While we don’t provide cybersecurity services to clients directly, we hold ourselves to rigorous internal standards—because trust begins with us.

Uses strong, unique passwords with a password manager
Enables multi-factor authentication (MFA)
Keeps software and systems up to date via our managed service provider
Works only on secure and encrypted Wi-Fi/VPN connections
Trains regularly to recognize and avoid phishing

Verifies all financial transactions by phone before executing
Never shares sensitive information through insecure email
Shreds physical documents with sensitive data
Uses encrypted cloud storage for financial records
Encrypts sensitive client data at rest and in transit

Real-World Insight

Affluent families often assume their bank, custodian, or advisor “has cybersecurity covered.” In reality, personal devices, unsecured emails, or weak password practices frequently create the biggest vulnerabilities. By prioritizing awareness and trusted third-party solutions, Three Cord helps families close these gaps before they become costly mistakes.

Who This Service Is For

High-net-worth households ($1M+ in investable assets) seeking guidance on digital protection

Entrepreneurs and executives with complex financial and online lives

Families navigating transitions—inheritance, retirement, or elder care

Households who want a financial advisor in Pittsburgh who values wealth growth and cybersecurity education

Real Results, Real People

Working with Vasili, Nick, and the Three Cord team has really taken a lot of stress off my shoulders, and I’d strongly recommend their services to anyone looking to improve their financial well-being. Incredibly consultative, personalized, and straightforward – no jargon; just practical and compassionate expertise to help you reach your goals. These guys are the real deal!

— John Lowman

Long-term client, Pittsburgh

I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my children’s future education. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates.

— Brian

Long-term client, Pittsburgh

I have had the privilege of working with the team that has become Three Cord Wealth Management for nearly 25 years, and I can say with confidence that their guidance and expertise have been excellent in helping me navigate every phase of my finances. From early planning and investment strategy, through market highs and lows, during retirement preparation and estate planning, they have consistently delivered expert advice and followed through with their commitment to my long-term success. I wholeheartedly recommend Three Cord.

— Charles

Retired Engineer, Beaver County

These statements are testimonials by Three Cord clients as of 08/25/2025. The clients have not been paid or received any other compensation for making these statements. As a result, clients do not receive any material incentives or benefits for providing the testimonials.

Cybersecurity