As the world becomes more digitally connected, cybersecurity risks will keep rising. The larger your digital footprint, the greater your cyber risk. With this self-defense guide and best practices by William Blair & Company, you can safeguard your online identity and protect yourself against the loss of personal data and assets.
Designed to help your board take practical steps toward strengthening your organization's cyber risk, this data privacy and governance checklist outlines the basics for understanding your current data protection posture regarding the handling of personal and sensitive data. With the questions and responsibilities from the checklist, you c...
How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker Tilly practitioners take a closer look at some of the critical risks that organizations are dealing with now, how those risks have evolved in recent yea...
This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief inve...
Cyber security is a subject that continues to make headlining news. Because every business is at risk of a cyberattack, it’s important to know what types of threats your business could be subject to and understand the techniques you can implement to help prevent attacks from happening.
Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...
The complex, convergent nature of risks facing high-net-worth families requires family offices to adopt both a holistic and strategic approach to risk management than many have in the past. The ones who can make the change will be best positioned to successfully navigate the challenges that range from overarching trends of growing families to incre...
By implementing proactive controls, organizations can minimize the chance of falling victim to a ransomware attack. This guide explores these eight leading cybersecurity practices, with critical steps to take and tips to incorporate into your approach: Know your environment Keep your data backups safe Implement a patch management program Bu...
Cyberattacks are impossible to completely prevent and the consequences of a data breach can be devastating. In addition to information and finances lost, breaches can result in downtime and reputational damage that can set your company far behind competitors. If your organization has experienced a cyberattack, there are three things that can b...
As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family office cybersecurity defenses. Initially, focus on the key action items to validate your existing security setup and inform your plans to address any short...
Family wealth encompasses more than the financial capital of the family. From a multi-generational and family sustainability perspective, it’s about thinking beyond the private wealth and incorporating a holistic approach that prepares the human capital, enhances the intellectual capital, and builds the appropriate governance framework. This shift ...
It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. Wit...
As enterprising families expand across generations, they often stray from their entrepreneurial wealth creation roots to a more risk-averse wealth-protection mode. However, if maintaining shared family capital across multiple generations is the goal, wealth protection mode is not an ideal strategy and may have some unintended consequences. Building...
Cybersecurity is a known and growing risk that all family offices need to address. The potential of a cybersecurity attack is no longer a matter of whether it will happen, it’s now a matter of when it will happen. During this interview with Brian Lucareli, attorney Jen Urban and co-chair of Cybersecurity & Data Privacy at Foley & Lardner ra...
The tech industry has been undergoing a difficult period. Economic instability, high inflation, and rising interest rates have prompted tech companies to reevaluate their business strategies, adjust their growth plans, and revisit their staffing models. At the same time, there have been remarkable advancements with generative artificial intelligenc...