Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Insurance Planning and Coverage
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Hacking Demystified
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Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
How can risk executives embrace innovation while preparing for unknown risks such as a self-driving car commandeered by hackers, data analytics software that unintentionally reflects biases, or autonomous weapons that cause accidental casualties? This challenge was explored in the Risk in Review Study of more than 1,500 senior risk executives globally. Adapters—those with programs that tackle innovation-related risks somewhat or very effectively—practice five actions that set them apart. And their programs exert much more influence over decisions about innovation.
2018 Family Office Benchmarking Study
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Today’s risk environment is more complex than ever before, and successful individuals, families, and family enterprises are facing a convergence of personal, commercial, strategic, and financial risks. This latest Family Office Benchmarking Study provides a deep examination of concerns, trends, and personal insurance data and programs that are specific to the family office segment.
Authentication and the Internet-of-Things
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A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity assurances, firewalls, virus scans, and other security protections.
Cybersecurity for Ultra-High Net Worth Investors: Understanding and Minimizing the Threat Environment
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New research confirms that ultra-high net worth investors are concerned more about cybersecurity than they are about market volatility, changing interest rates, or asset allocation. Jim Trainor, Senior Vice President with Aon Cyber Solutions and former Assistant Director of the FBI’s Cyber Division, will share his perspective on the evolving cybersecurity threat landscape and offer practical advice on how high net worth investors, family offices, and the institutions that serve them can reduce risk and gain the upper hand on hackers and other adversaries.
Artificial Intelligence and Digital Disruption in Wealth Management: Capturing the Client of the Future
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Wealth Managers are facing disruptive innovation from new and emerging technologies such as artificial intelligence, machine learning, blockchain, chatbots, and more. The future of these firms will be led by “bionic”relationship, sales, and service managers who leverage cognitive and analytics solutions to better serve their client's needs and serve them at scale. Given this sweeping and disruptive wave of change, how will this industry need to evolve, and what will it look like in the future?
Have you ever been asked to manage another person’s property and finances? Perhaps a family member named you as agent under a durable power of attorney, so that you can manage his finances if he becomes disabled. Maybe an elderly neighbor added your name to her bank accounts because physical limitations prevent her from leaving the house and she needs you to handle her banking. Helping a person in need is commendable, but you should understand the legal implications and risks before you accept and start to act.
Identifying and Avoiding Tax Scams
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Every year during tax season the Internal Revenue Service (IRS) releases the “Dirty Dozen” list of tax scams. With the increased number of data breaches, it is important to remain vigilant when sharing your personal data and responding to demands for tax payments. Here are some tips to help you avoid tax scams and identity theft.