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.
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
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.
Tim Titcomb – Fidelity Family Office ServicesDavid Matalon – External IT
Wednesday, November 13, 2013
Gain insight about the latest trends on cloud computing and learn about the evolution of cloud technology with one of the entrepreneurial pioneers of the cloud platform, David Matalon of External IT. Learn from Fidelity technology experts about the risks of expanding into a hosted solution.
Jane Flanage and Bill Fride – Family Office Exchange
Wednesday, July 24, 2013
Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to technology.