Networks - Data Security/Technology

How the Cloud has Transformed Technology in the Family Office

Mar 20 2015 - Anonymous

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Overview

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. 
 
Join your peers July 21-22 in Chicago for an in-depth look at tax and estate laws, financial reporting, technology solutions, human capital, and family office best practices. 
 
 
PwC Private Company Services
Friday, November 21, 2014

Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back.

Plante Moran
Monday, October 20, 2014

Information security in the family office context needs to a collaborative effort between the family, the office, and any intertwined vendors.

Pitcairn
Monday, October 20, 2014

One of the things we’ve learned is that a family contract can be a valuable tool to help families build trust and avoid conflicts. We’ve also found that for a contract to work well, everyone who signs the contract should have a say in how the contract is written.

Ballentine Partners LLC
Monday, October 20, 2014

While everyone is at risk when it comes to hackers and online thieves, the wealthy are specifically targeted, and increasingly by aggressive and well-organized individuals.  The good news is there is a lot you can do to protect yourself and your family.  It won't take much time - most of the effo

Pitcairn and Oakbrook Solutions
Tuesday, September 23, 2014

This case study, coauthored by Pitcairn and Oakbrook Solutions, discusses the value proposition of data architecture to the Pitcairn family office.

Plante Moran
Monday, June 23, 2014

Plante Moran provides an in-depth look at password security and sheds light on some of the hacking tools out there. These tools are far better at guessing than you may imagine and, at rates of up to billions of guesses per second, much more persistent.

Chris Martinez, CFP, Managing Consultant – Oakbrook SolutionsSue Devlin, Director of IT – PitcairnEd Wright, Managing Director – Piedmont Trust
Wednesday, April 9, 2014
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:
  • deliver consistently exceptional and highly personalized service
  • seamlessly coordinate cross-functional activities
Oakbrook Solutions, Inc.
Monday, March 17, 2014

Family offices of all sizes face document management challenges for a number of reasons: