Family Wealth Report

From Risk To Resilience: Strategies For Cybersecurity In Family Offices In a “fireside chat” at the Family Wealth Cybersecurity and AI Summit in New York City, Global Guardian CEO Dale Buckner and Ileana van der Linde, head of global cyber advisory from J.P. Morgan, highlighted the significant vulnerabilities within family offices managing substantial wealth. https://lnkd.in/eddUwxNb #familyoffices #wealthmanagement #cybersecurity #ai Tom Burroughes Philip Harris Stephen Harris Theodora Viney Rachel Fokes

Addressing The Threat Of AI To Physical Security Elizabeth Buckley and Tristan F. provided insights into the evolving threat landscape posed by artificial intelligence, with a particular focus on deep fakes and their impact on physical security and executive protection. Scenarios addressed ranged from time-sensitive threats incorporating children to extortion or manipulation. This is one of the articles from the 24-page post summit publication - Family Wealth Report's Family Office Cybersecurity and AI Summit 2024. https://lnkd.in/eKXU-sqm #familyoffices #wealthmanagement #cybersecurity #ai Tom Burroughes Philip Harris Stephen Harris Theodora Viney Rachel Fokes

What Can We Learn From Highly Mature Cybersecurity Programs? Tim Schnurr, CRISC reflects on the gulf between the amount spent on cybersecurity by large banks and the long tail of smaller organizations, including family offices. This is one of the articles from the 24-page post summit publication - Family Wealth Report's Family Office Cybersecurity and AI Summit 2024. https://lnkd.in/e7vSMQ2Y #familyoffices #wealthmanagement #cybersecurity #ai Tom Burroughes Philip Harris Stephen Harris Theodora Viney Rachel Fokes

A Privacy Plan For Your Family Office William Roberts argues that every contract a family office enters that involves collecting, receiving, accessing, or using personal data (think family member or employee data) should, and often must per law, address data privacy and security. This is one of the articles from the 24-page post summit publication - Family Wealth Report's Family Office Cybersecurity and AI Summit 2024. https://lnkd.in/emHZ5zyQ #familyoffices #wealthmanagement #cybersecurity #ai Tom Burroughes Philip Harris Stephen Harris Theodora Viney Rachel Fokes Presage Global Edward Marshall Day Pitney LLP

Family Wealth Report would like to thank all guests for attending the Ninth Family Wealth Report Family Office Fintech Summit last week in NY. Thank you to all speakers and event partners. 360 Privacy Addepar Advyzon AgilLink Annapurna Cybersecurity Advisors asora BILL BPM LLP Deviate Consulting Eton Solutions LP Frank Rimerman Co LLP K1X, Inc. KnowLedger Omega Systems Polaris Corporate Risk Management Private Wealth Systems Risclarity Risk Strategies SEI SS&C Technologies Sage Sandbox Wealth Alexandre Lin Summitas Truewind Vyzer

Preview: The Ninth Family Wealth Report Family Office Fintech Summit 2024 The annual summit will take place on October 10, in New York, as an in-person event. Topics on the agenda: Portfolio management insights for family offices, Navigating current challenges and future opportunities, Configuring the right tools for your family office, Liquidity management, AI in the accounting and finance functions of your family office, A cybersecurity playbook for the family office, Shielding the family fortress https://lnkd.in/epQ33cBa Join the conversation and register here: https://lnkd.in/engEgJh3 #familyoffices #fintech #wealthtech #wealthmanagement #ai #cybersecurity Addepar Advyzon AgilLink Annapurna Cybersecurity Advisors asora BILL BPM LLP Deviate Consulting Eton Solutions LP Frank, Rimerman + Co. LLP K1X, Inc. KnowLedger Omega Systems Polaris Corporate Risk Management Private Wealth Systems Risclarity Risk Strategies Company SEI SS&C Technologies Sage Sandbox Wealth Alexandre Lin Summitas Truewind Vyzer Stephen Harris Philip Harris Tom Burroughes Theodora Viney Iliana Efthymiadi Rachel Fokes

The Ninth Family Wealth Report Family Office Fintech Summit will take place on October 10 in NY. In a fireside chat, Benjamin Barrontine, Steve Ward and Mark Ghatan will discuss how to Shield the Family Fortress and the Dark Reality of Personal Security in the Digital Age. Come and listen to this fascinating conversation: https://lnkd.in/engEgJh3 Stephen Harris Philip Harris Iliana Efthymiadi Tom Burroughes Rachel Fokes Theodora Viney #cybersecurity #personalsecurity #wealth #familyoffices

The Ninth Family Wealth Report Family Office Fintech Summit will take place on October 10 in NY. Tony Gebely Warren Finkel and Allen Blount will present "A Cybersecurity Playbook for Family Offices". Come and join the discussion: https://lnkd.in/engEgJh3 Stephen Harris Philip Harris Tom Burroughes Charles Paikert Iliana Efthymiadi Rachel Fokes Theodora Viney #cybersecurity #familyoffices #wealthmanagement #fintech

The Ninth Family Wealth Report Family Office Fintech Summit will take place on October 10 in NY.  Panel 3 will discuss "AI in the Accounting and Finance Functions of Your Family Office - How to Embrace the Revolution" moderated by Sophia L. Frank, Rimerman + Co. LLP, joined by Alex Lee Alexandre Lin and Andrew Thomas BILL Register to attend: https://lnkd.in/engEgJh3 Stephen Harris Philip Harris Charles Paikert Tom Burroughes Iliana Efthymiadi Rachel Fokes Theodora Viney #wealthtech #fintech #familyoffices #wealthmanagement

The Ninth Family Wealth Report Family Office Fintech Summit will take place on October 10 in NY. The second panel will by moderated by Deviate Consulting and will speak about Configuring the Right Tools for your Family Office. Speakers: Alan Baron Adam Cleland Ryan Kerry Anne Beal Register to attend: https://lnkd.in/engEgJh3 Erin Hulse Thomas Nicholson Keely Grayson-Inman Philip Harris Stephen Harris Tom Burroughes Charles Paikert Iliana Efthymiadi Rachel Fokes Theodora Viney #wealthtech #fintech #wealthmanagement #familyoffices