Introduction

Ingleside Investors, a New York City based Single-Family Office representing the investment interests of the Israel family, has been a participant in global financial markets for over a century. With a diverse portfolio encompassing traditional and non-traditional financial assets, their primary focus lies in private equity. Ingleside’s dedicated team of accounting, support, and investment professionals works together to drive exceptional results.  

Challenge

As the technology landscape advanced at an unprecedented pace, Ingleside recognized the need to fortify their cybersecurity measures and elevate their risk management strategies to protect their sensitive data and maintain the integrity of their operations. Ingleside sought a dynamic partnership to drive their cybersecurity needs forward, mitigate risks, and transition them seamlessly to secure cloud solutions, giving them an opportunity to work seamlessly from anywhere in the world. In addition to bolstering their cybersecurity posture, Ingleside Investors aimed to collaborate with a partner who could provide clear strategic direction to maximize the potential of their IT investments.  

Recognizing these evolving needs, Ingleside Investors sought a partner who wasn’t just focused on today, but on the future needs of their organization. They were eager to partner with a forward-thinking organization like Lloyd Group who could provide expertise, strategic guidance, and implement tailored solutions to modernize their processes, infrastructure, and software. Ingleside Investors aimed to fortify their cybersecurity defenses, reduce risk, transition to secure cloud solutions, optimize their technological environment, and align their strategies with industry best practices to ensure sustained growth and success.

“We understood that we needed to shore up our cybersecurity in a meaningful way and that we didn’t have the skills and know-how internally. We needed a partner who would understand our work environment, was tapped into the best tools and techniques, and would provide strategic guidance to ensure our technology investments aligned with our future business needs. Lloyd checked all our boxes.” – Greg Warner, President at Ingleside Investors.

Solution

Ingleside Investors' search for a strategic IT partner with a security-first mindset and the ability to provide clear strategic direction led them to Lloyd Group. Lloyd Group's reputation as a leading IT solutions provider instilled confidence in Ingleside Investors that they had found the right partner to address their evolving IT needs.

To kickstart our strategic partnership, we ensured that we fully understood Ingleside Investor’s business operations, corporate objectives, and pain points. With these comprehensive insights, we developed a strategic plan, outlining a clear and concise path to enhance Ingleside Investors’ cybersecurity posture and help them achieve digital transformation.

Through our partnership, Ingleside Investors has implemented a healthy combination of Cybersecurity Operations and Risk Management solutions. Our key solutions included implementing cutting-edge monitoring systems to bolster security and collaboratively developing tailored security policies in line with Ingleside Investors' specific needs and industry best practices. Beyond these technical aspects, we provided strategic direction that empowered Ingleside Investors to make informed decisions that would enhance their cybersecurity posture, reduce risk, and optimize their overall technological environment.

Throughout the ongoing IT roadmap implementation process, our responsive and collaborative approach has helped to build a strong partnership with Ingleside Investors. By combining technical expertise with a deep understanding of the unique intricacies of Ingleside Investors' business, we are working to ensure that the solutions provided enhance Ingleside Investors' security posture while also precisely meeting their specific requirements.

Results

Lloyd Group's security-first approach and commitment to providing clear strategic direction pushed Ingleside Investors to take significant strides in their robust digital transformation journey. Through our expertise, we helped guide Ingleside Investors through the transition from their old solutions provider, a process that was executed even faster than initially anticipated.

While still in the process of implementing our recommendations, Ingleside Investors’ new security solutions are being integrated to fortify their cybersecurity defenses, ensuring a robust and resilient environment. We now have much greater visibility into Ingleside Investors’ environment, paving the way for a more robust security posture and aligning Ingleside Investors with their goal to strengthen their cybersecurity defenses, mitigate risk, protect their sensitive data, and maintain the integrity of their operations.

With Lloyd Group's partnership, Ingleside Investors has achieved remarkable progress in their digital transformation. Their comprehensive IT roadmap and robust cybersecurity posture will lay a strong foundation for Ingleside Investors to thrive and achieve long-term success in an ever-evolving digital landscape. In turn, Lloyd Group has gained a valuable partner in Ingleside Investors, and we look forward to the ongoing collaboration and building on this successful partnership. We are fortunate to have Ingleside Investors as a part of our client community.

“Venturing into this partnership with Lloyd has been a huge positive step forward. Their ability to quickly understand our business and how we work, security-first approach, clear strategic insights, and depth of resources reassure us that we’re headed down the right path. As we actively implement solutions and set the foundation for the future, we are grateful to have Lloyd’s partnership and ongoing support.” – Greg Warner, President at Ingleside Investors.

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