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The Future of the Family Office
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The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – recruiting and training staff to engage with clients in new ways and in new roles.

5 Best Practices of High Performing Finance Leaders
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High performing CFOs in financial services organizations integrate data-driven decision-making activities across the entire company, changing the role of finance from back-room financial reporters into forward-thinking analysts and trusted advisors. This infographic shows how they do it and how you can too.

Is Your Family Office Ready for a Cyber Incident?
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Whether caused by family member carelessness, employee error, or the acts of a skilled data thief, everyone has the potential to be the victim of an information breach at any time. Because family offices collect very personal information about very private people, the stakes are high when it comes to protecting their data. Family offices can better protect the families they serve by having a cyber-incident plan in place and following the six recommended steps to prepare for and respond to a system breach.

Cyber InFocus Report, 2019 Second Quarter
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The financial damages of cyber crime are projected to reach $6 trillion annually by 2021—more than double those same figures from 2015. That’s why it’s important to not only stay on top of the latest trends in the cyber security industry, but to also stay ahead of them. In this issue of Cyber InFocus, you will learn about the Biometeric Information Privacy Act (BIPA) and iEncrypt.

Getting Real About Software Platforms: The Good, The Bad, and The Mediocre
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The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the different stages of software selection, how to take a real and impartial look at your options, and set the right expectations about the future landscape of life with the “perfect” software solution.

Breakout A - Internal Controls to Support Cybersecurity
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There are a myriad of cybersecurity issues facing families and family offices in today’s complex private wealth environment. While some of the challenges may seem unavoidable, families may unintentionally put themselves at risk because the complexity of family office activities and the potential impact of external factors aren’t proactively identified and addressed. One solution is to conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigation strategies have been implemented.

CCPA is Coming: What You Need to Know
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Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share and use the personal information of Californians. Companies need to examine their practices with respect to consumer data in order to comply with the CCPA’s broader requirements for disclosure and broader rights for consumers with respect to the control they have over their data.In this session, we explored:

Driving Performance in Financial Services: 3 New Approaches for the Data-Driven Finance Leader
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Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is an analytical approach that enables management to monitor and measure the development of the important strategic drivers and make decisions with confidence. Learn why ad hoc reporting is failing to fill the gap, the changing role of the modern finance leader, and the three new approaches to attaining deeper financial analytical insight.

Cryptocurrency: The Top Things You Need to Know
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Many institutional investors have shed their skepticism and are dipping their toes into the crypto market, adding exposure through crypto funds, futures, and other emerging investment options. However, the world of crypto investing is still relatively uncharted territory. It is important to understand what cryptocurrencies are before investing or accounting for them. Organizations that take a step-by-step approach to due diligence and gain experience with small, low-risk projects involving cryptocurrencies may find they present exciting, new opportunities.