Search Results

Family offices may take on a variety of roles in service to the family, so it is essential that there is a strategy that helps frame the office’s purpose and an overarching plan to help align and execute against diverse interests. The panel will cover three key areas during this session: 1) Share critical questions to ask and answer when designing ...

Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. Hilary Leav, Director, Insights & Research, FOX David Toth, President, Membership, FOX

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...

Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...

In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. This guide provides best practices, resources, and actionable advice to help you protect yourself or recover from a cyberattack.

The revolution of the “information age” has created tremendous advantages and helped accelerate innovation, but it has also brought with it new risks—namely cyber attacks. While the corporate attacks get most of the media attention, do not forget that individuals—especially the high net worth—need to be vigilant about cyber security. The good news ...

Ransomware will continue to be a top security concern in the coming years because of its ease of use and high profitability. For those unfamiliar with ransomware, it’s a type of malicious software (also known as malware) that, when downloaded to a computer, encrypts files so they can no longer be accessed without paying a ransom to the cybercrimina...

Although malware is predominantly delivered via email, the types of entry points continue to evolve, and many will not be caught by a family office firewall. So, it is crucial to build a first line of defense, and it starts with employee security awareness training, testing, and auditing. Mitigate the cybersecurity risks in the family office by dep...

Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family office...

The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family office executives at single and multi-family offices, an uncovering of some worrying approaches has surfaced around the risks that family offices face, particularl...

Adding dual factor authentication to your social media helps make sure that you, and only you, can access your account. Instead of only entering a password to log in, an extra security key will be required to access your account. Step by step, learn how easy it is to configure for your Facebook, Instagram, LinkedIn, SnapChat, WhatsApp, and Twitter ...

From phishing emails and identity theft to fraudulent money transfer requests, cybercriminals continue to find new ways to target individuals and their assets. This fundamentals checklist and recommendations can help protect you, your family, and your assets.