Networks - Data Security/Technology

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.

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:  

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.

Cabinet Document Management Solutions
Friday, June 28, 2013

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents.