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To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount
The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this
In today’s environment, one of the greatest threats to all businesses is the loss of intellectual property, financial resources, and reputation caused unintentionally by trusted insiders. For
For parents with young children going to school, it is important to know that their schools have a strong and effective security program. The schools that invest the necessary time and resources into
Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best
From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear
Family offices can be complex, requiring forward thinking and collaboration on a variety of initiatives. Learn more about family office market trends that may impact your organization and key
Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans
In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital
Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by