Networks - Data Security/Technology

2018 Cybersecurity Outlook

Jordan Arnold, Senior Managing Director – K2 Intelligence
Wednesday, March 14, 2018

In this session, FOX member and guest security expert, Jordan Arnold of K2, explored the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:

Overview

The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum.
 
Anyone who has attended recently knows that the scope of the conference expanded beyond only financial executives long ago. The topics and the peer network now include CEOs, HR managers, technology heads, as well as financial executives. Our new name clarifies that this is a gathering for all family office executives.
 

Don't Neglect Tech: Cybersecurity is Key to Due Diligence

Plante Moran
Wednesday, January 3, 2018

Due diligence often focuses heavily on financial and operational issues. Often the new or combined organization’s cybersecurity does not receive the attention it deserves.

Social Engineering: Security Goes Beyond Technology

Cory Lunn, CISA, IT Assurance Manager – Wolf & Company, P.C.
Wednesday, November 15, 2017

You’ve taken great efforts to enhance the technology security at your organization.  Unfortunately, security concerns don’t end with a firewall and anti-virus software.  Hackers are employing Social Engineering, where your people – not your systems – are the targets.

Moving to the Cloud: One Family Office’s Experience

Jul 31 2017 - lgochanour@familyoffice.com

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Why a Hacker May Be Lurking Near Your Bank Account

Jun 23 2017 - lgochanour@familyoffice.com

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Assessing the Threat: Cyber Incidents and Identity Theft

Matt Prevost, Senior Vice President, Cyber Product Line Manager for North America – Chubb
Wednesday, June 14, 2017
As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase.

Not All Clouds Are Equal: Demystifying the 'Public vs. Private' Debate

External IT
Wednesday, May 17, 2017

Ask a wealth management colleague to define “the cloud” and you are likely to get a vague response. Even among information technology experts, the term “cloud” may refer to different technologies that are only connected in a general sense.

Innovations in Private Wealth Technology & Reporting

SEI Archway
Monday, January 14, 2019

The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms and family offices.

Security Breach Notification Law Chart

Perkins Coie, LLP
Thursday, April 6, 2017

While not every breach involves a type of personal information that requires notification or disclosure, every breach requires attention and an individualized response tailored to the facts and nature of the breach, and an evaluation of how processes can be improved to minimize the risk of future