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Get a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018With cyber breaches making headlines with increasing frequency and magnitude and as more and more family offices have become targets of cyberattacks, it is no surprise that concerns about cybersecurity keep family office executives awake at night. During this working lunch, participa...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Brent White discussed proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. See war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threat...

Enterprise Risk Management offers a robust approach to managing risk for families, developing a cost effective, comprehensive plan taking into consideration the rapidly evolving nature of our clients’ needs. It takes a holistic approach to identifying, defining, quantifying, analyzing and providing solutions to all the identifiable exposures ...

While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. In addition, tension with Russia and China, as well as the threat of renewed violence in the Middle East creates warranted anxiety among investors. Certainly the landscape of risks investors and family offices face continues t...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks. In this sess...

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.Some differences are related to management's view of com...

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'...

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 ...

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks.In this session, family security directors from three single family offic...