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729 results found
2018 Cybersecurity Outlook
Publish Date:
Mar 14 2018

In this session, FOX member and guest security expert, Jordan Arnold of K2, explored the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:Personal cybersecurity trends for 2018The difference between identity theft and privacy theftWhy cybersecurity is also a physical security topicIn addition, Jord...

Social Engineering: Security Goes Beyond Technology
Publish Date:
Nov 15 2017

You’ve taken great efforts to enhance the technology security at your organization. Unfortunately, security concerns don’t end with a firewall and anti-virus software. Hackers are employing Social Engineering, where your people – not your systems – are the targets. It’s a powerful tool that involves disguise and exploits our natural hum...

BREAKOUT 6: Security Strategies for Sophisticated Families
Publish Date:
Oct 24 2017

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...

BREAKOUT 5: Goals-Based Framework for Risk Management – Case Study
Publish Date:
Oct 24 2017

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

Health & Welfare Benefits in an Evolving Landscape – Concerns, Risks, and Trends
Publish Date:
Oct 18 2017

In the not-too-distant past, it would have been unimaginable for health care coverage to be a point of political debate. Today, Health and Welfare (H&W) benefits, while once only a “perk”, are becoming an integral part of an integrated total compensation package.Employee/contractor status, plan eligibility, operations, and compliance requiremen...

Managing Risk Inherent in Direct Investments
Publish Date:
Sep 13 2017

When families and family offices become involved in direct investments, whether as lead or coinvestors, they take significant additional risks that need to be appropriately managed. Such risks include regulatory exposure and potential lawsuits from coinvestors, employees and other stakeholders in the investee companies, and sellers and potential bu...

Navigating the Healthcare Marketplace
Publish Date:
Jul 27 2017

Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer

BREAKOUT D: Matters of Security: A Family Case Study
Publish Date:
Jul 19 2017

In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats. Thro...

Assessing the Threat: Cyber Incidents and Identity Theft
Publish Date:
Jun 14 2017

As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...

Securing Family Offices with a 360° Risk Profile
Publish Date:
Mar 22 2017

This webinar discussed how high net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Family offices are particularly attractive cyber targets not only because they manage significant financial assets, but also based on...

Understanding Dynamic Geopolitical Events and Risks
Publish Date:
Oct 27 2016

In order to effectively reduce their risk profiles, families of wealth must understand how they may be impacted by geopolitical events. General Hayden is uniquely positioned to bring the level of sophisticated insights families and their advisors need to build a comprehensive view of global risk. In this session, General Hayden will explore the tec...