Shadetree Partners helps our clients address a wide range of information security requirements, including designing and implementing business protection measures, policies and standards, and other security risk solutions.

Organizations are expected to build solid security programs and implement strong security measures to protect data and assets against threats, cyber-attacks, and data breaches.

Cyber attacks are happening more frequently – there is a growing need to respond to incidents systematically to ensure that the appropriate actions are taken and incidents are managed appropriately. Incident response programs are expected to cover a wide array of regulatory and compliance requirements (e.g. GDPR, NY DFS, SC IDSA, etc.) to ensure companies can adequately and quickly respond to a security incident in their environment.

We help our clients enhance and/or build (where applicable) an effective incident management program (e.g. plan, process, tabletop exercises, etc.) to protect their reputation, revenue, and customer trust.


With the increasing challenge of managing complex operations and utilizing business partners, suppliers, and clients as an extended enterprise, the need for an effective Business Continuity and Disaster Recovery program is vital. Organizations must be prepared for disruptions in service, cyber-threats, natural disasters, etc.

We help our clients ensure an effective business continuity approach that can help navigate through the urgency and confusion when experiencing a disruption. We focus on Oversight and Governance, Risk Assessment and Business Impact Analysis (BIA), Testing, and Disaster Recovery (DR).

Many organizations focus their resources on protecting information systems; however, organizations need to also foster a culture of protecting physical assets in addition to investing in technology for the protection of data. Physical threats range from natural disasters, violence and crime, to health and safety. Physical security includes measures and tools such as gates, alarms, surveillance cameras, as well as protection personnel.

We help our clients establish physical security programs focused on the protection of personnel, equipment, records, and data from physical circumstances and events. We accomplish this by reviewing and determining whether existing physical security measures are sufficient to reasonably protect the clients’ assets.

Having an effective control environment means controls are designed appropriately to operationally protect company assets. Providing assurances around the appropriateness of controls to protect data, systems, etc. is vital when asserting to clients, stakeholders, and shareholders that reasonable security measures are in place to protect the company from potential threats.

We help our clients ensure their risk and controls framework is effective, by conducting assurance activities and independent validations, by assisting with and/or reviewing process flows, and by mapping, designing, implementing and testing controls. These activities allow us to provide assurances that systems, processes, and procedures are reliable and support a healthy control environment.

To build strong risk and information security strategies, companies must understand what to protect and where to prioritize resources and funds. A key step in doing so is to first identify critical assets (those that support critical business functions and objectives) then determine how best to protect. Understanding critical assets helps to resolve challenges that may exist in terms of conflicting priorities, project resources, and agendas, among various teams (IT, Security, Business, Corporate, etc.) as well as budgetary limitations.

We help our clients develop critical asset protection programs by working with them to identify and evaluate controls applicable to those critical assets for the protection of and compliance with respective regulatory mandates, as well as internal policies, procedures, and standards.

In today’s world of increasing cyber attacks and breaches, organizations are often in reactive mode. Without robust, standardized reporting and oversight, it remains challenging to analyze and detect linkages, leading to repeat attacks or incidents. Companies are faced with the challenges of determining how to measure risk in a way that informs action, and how to use metrics to drive insights and prioritization.

We help our clients develop programs that allow them to facilitate decision-making, drive prioritization of tasks and provide oversight of their risks and control environment. We accomplish this by assisting with the creation of metrics (designed to improve performance) and by bringing visibility to trends/patterns through the collection, analysis, and reporting of relevant performance-related data.