A quiet specialist your clients can trust.
TargetProof is a boutique household-security practice - not a bench, not a call center. Thomas Stone leads house calls and Ultra assessments for HNWIs who need discretion, on-site competence, and follow-through you can explain in one sentence to a principal.
Why now
Your clients are not facing “enterprise IT” risk alone. Regulators and law enforcement document sustained, growing losses from scams that target people, wires, and personal devices - the same surfaces estate planners, CPAs, and family offices touch every week. A referral grounded in these sources reads as prudent counsel, not alarmism.
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FBI Internet Crime Complaint Center (IC3) - 2024 Annual Report
Reported cybercrime losses exceeded $16 billion in 2024 (33% increase over 2023). Victims age 60 and older reported the greatest losses - nearly $5 billion. Investment fraud (including cryptocurrency schemes) accounted for the largest loss category at over $6.5 billion.
ic3.gov - 2024 Internet Crime Report (PDF) -
FBI IC3 - Business Email Compromise (public service announcement)
BEC targets legitimate transfer-of-funds requests - estate distributions, real estate wires, vendor payments, and payroll. FBI-documented exposed BEC losses exceeded $55 billion between October 2013 and December 2023, with incidents reported in all 50 states and 186 countries.
ic3.gov - BEC: The $55 Billion Scam -
FINRA - Cybersecurity (broker-dealer & advisory context)
FINRA identifies cybersecurity as a core supervision and vendor-risk topic - including phishing, account takeover, and protecting customer records. Your registered-affiliate peers are expected to treat client-data compromise as a material risk.
finra.org - Cybersecurity -
U.S. Securities and Exchange Commission - Regulation S-P (safeguarding)
Amended Reg S-P strengthens requirements for safeguarding customer information and incident response for broker-dealers and investment advisers - reflecting regulator focus on how client data is stored, accessed, and protected across vendors.
sec.gov - SEC adopts amendments to Reg S-P (May 2024)
Why this lands on your clients: Principals and family offices concentrate wealth, visible lifestyle, and wire authority in a small number of people - often on home networks and personal email without enterprise controls. That is why TargetProof focuses on household execution: on-site hardening, identity protection, and - at Ultra tier - an integrated threat model across people, property, and digital exposure.
When to refer
Strong fit
- Principal or family frustrated with fragmented security subscriptions
- New wealth event, relocation, or household staff change
- Wire fraud anxiety, identity exposure, or breach in the household
- Multi-property estate with IoT, cameras, and flat networks
- Family office wants an integrated threat picture - not another vendor checklist
Not our lane
- Enterprise IT outsourcing or 24/7 SOC replacement
- Litigation support without client engagement
- Anonymous remote-only cleanup with no principal relationship
Three client entry points
On-site device hardening - up to 3 devices. Good first step for a cautious principal.
Whole household - identity, credit, VPN, password manager, unlimited devices. Most family referrals start here.
Principal-led Ultra assessment - 156 controls, private model the family keeps. Gateway to Sanctuary remediation.
Why advisors refer TargetProof
- One accountable principal - you know who is in the home and who owns the outcome
- Technical depth - FRB Atlanta presentation on synthetic identity (Fiat Identity); InfraGard member (~10 years); Microsoft & Check Point certified; U.S. Patent 10,560,442
- Insured practice - Hiscox professional liability and firm cyber coverage
- Discretion by design - no client logos, no case studies with names, confidential intake
- Advisor-friendly process - private briefing, clear scope letter, no pressure on your client
How a referral works
- Introduce via warm email or offer a private briefing link - we never cold-contact your client.
- 30-minute confidential diagnostic (virtual or in person) - Thomas Stone leads.
- Written scope and investment - transparent, no menu-of-mystery pricing for Ultra work.
- Execution on-site; summary you can file with the client record if they wish.
Principal
Thomas M. Stone
Founder, TargetProof, LLC
Atlanta · serving Southeast & select national estates
Referral contact
Warm introductions: hello@targetproof.com
Schedule a briefing: Private briefing