Professional Disclosures

1. Firm Information

Blue Ibis Security Solutions

• Entity: Limited Liability Company
• Principal: Management Team
• Focus: Boutique cybersecurity consulting for family offices and established businesses
• Contact: advisory@blueibissecurity.com | (305) 203-4979

2. Service Framework

Blue Ibis Security Solutions provides specialized cybersecurity consulting services to family offices, professional service firms, and established businesses, including:

• Security assessment and strategic planning
• Endpoint protection and monitoring services (Bitdefender certified)
• AI governance and compliance advisory
• Data governance and risk management frameworks
• Virtual CISO and security leadership services
• Cybersecurity vendor referrals and coordination
• Compliance framework development and implementation

3. Service Focus

Blue Ibis Security Solutions operates as a specialized cybersecurity and technology advisory firm. We provide consulting services and do not operate as:

• A managed service provider (MSP) with 24/7 NOC operations
• A technology reseller or equipment vendor
• A compliance certification body or auditing firm
• A law firm or legal service provider
• An insurance agency or risk transfer provider

We provide advisory services and coordinate with qualified technology providers and specialists when implementation services are required.

4. Professional Standards

Our compensation structure is transparent and based solely on direct client fees. We do not receive commissions, referral fees, or other indirect compensation from recommended service providers unless specifically disclosed in writing.

Technology Partnerships

We maintain certified partnerships with select technology providers:

• Bitdefender (Certified Partner for endpoint protection solutions)
• Microsoft (Partner for enterprise security solutions)

These partnerships may result in preferred pricing or support for our clients but do not influence our objective recommendations.

5. Client Profile

Our services are designed for sophisticated clients, including:

• Family offices and ultra-high-net-worth families
• Professional service firms (legal, accounting, consulting)
• Established businesses with complex security requirements
• Organizations requiring specialized compliance frameworks

We maintain a selective client portfolio (typically fewer than 15 active engagements) to ensure personalized attention and quality service delivery.

6. Professional Insurance & Security

Blue Ibis Security Solutions maintains comprehensive professional liability insurance and employs enterprise-level security measures including:

• Encrypted communications and secure client portals
• Multi-factor authentication for all systems
• Regular security audits and penetration testing
• SOC 2 aligned security practices
• Incident response and business continuity plans

7. Engagement Process

Professional relationships are established through a structured process:

• Confidential consultation and security needs assessment
• Customized proposal and transparent fee structure
• Executed consulting agreement with detailed terms and scope
• Secure onboarding and information gathering process
• Ongoing service delivery per agreed scope and standards

8. Referral Network

We maintain relationships with trusted cybersecurity specialists and vendors to serve client needs beyond our direct service scope. When we refer clients to third-party providers:

• We conduct due diligence on all referred parties
• We do not receive compensation for referrals unless disclosed
• We maintain oversight responsibilities as agreed with clients
• We provide quality assurance and follow-up services

9. Service Limitations and Technology Considerations

Clients should understand the following about cybersecurity consulting:

• Cybersecurity threats evolve rapidly and no security measures are 100% effective
• Our services are advisory in nature and implementation success depends on client execution
• We provide guidance on best practices, not guarantees of security outcomes
• Technology recommendations are based on current market conditions and may change
• Third-party vendor performance and security updates are outside our direct control
• Compliance guidance reflects current interpretations and may evolve with regulations

10. Updates and Industry Standards

We maintain active monitoring of cybersecurity industry developments and technology advancements. These disclosures may be updated to reflect:

• Changes in business operations or service offerings
• Industry best practices or professional standards
• Material changes to technology partnerships or compensation structures
• Cybersecurity framework updates or new compliance considerations

Material changes affecting existing client relationships will be communicated in writing. Current disclosures are available upon request.

11. Important Information

Services are provided subject to executed consulting agreements containing detailed terms, conditions, and disclosures. Prospective clients are encouraged to:

• Review all engagement documentation carefully
• Consult with independent legal and compliance advisors as appropriate
• Understand the scope and limitations of our services
• Maintain their own cybersecurity insurance and risk management programs

This information is provided for general informational purposes and does not constitute an offer of services or establishment of a professional relationship.