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This edition of our newsletter is dedicated to the critical subject of security within the family office sector. We commence with an enlightening podcast featuring Dale Buckner, CEO of Global Guardian and former Special Forces officer, who brings his extensive experience to the discussion on emerging threats to family offices.
Each piece in this edition aims to empower you with knowledge and tools to safeguard your interests effectively. We feature articles from Crain Currency, Family Wealth Report, RSM, and Maplecroft - with each resource providing key information and strategies for safeguarding family offices and their clients.
Complementing this is an invaluable on-demand webinar that outlines concrete steps family offices can implement to bolster their security protocols. This practical guide is indispensable for those seeking to enhance their defensive strategies actively and includes a complimentary Global Guardian Threat Assessment.
Check out all the latest industry resources below. | | | |
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Podcast: Guarding Against the Invisible: How to Secure Family Offices in a Digital Age with Global Guardian's Dale Buckner | |
Dr. Kirby Rosplock welcomes Dale Buckner, founder and CEO of Global Guardian and former Special Forces officer. Dale brings his extensive security expertise to discuss the evolving threats facing family offices today. He emphasizes the importance of comprehensive security measures, combining physical, digital, and emergency response strategies to protect against the increasingly complex risk landscape. As threats become more sophisticated, Dale advocates for a proactive approach in security planning to ensure family offices are not only aware of potential risks but are also well-prepared to handle them effectively. | | | |
Navigating the Evolving Advisory Landscape | |
Cybersecurity Poses Real Consequences for Family Office |
The tragic incident involving UnitedHealthCare CEO Brian Thompson has intensified concerns about cybersecurity among high profile individuals. This newly published Crain Currency article discusses how high-net-worth families are bolstering their defenses, featuring insights from industry leaders like EY and innovative solutions from Hush, to protect against digital and physical threats.
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Top Artificial Intelligence Concerns for Family Offices |
This Family Wealth Report discusses the potential risks of using artificial intelligence in family offices, particularly the dangers of deepfakes that can endanger personal and financial security by impersonating individuals for fraudulent activities. It also covers how AI's lack of human intuition can disrupt investment strategies. The article calls for rigorous ethical guidelines and robust governance to manage AI's integration effectively.
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Latest RSM Research Shows Growing Cybersecurity Risk for Family Offices |
RSM's research reveals a notable escalation in cybersecurity incidents targeting family offices, reaching record highs. The study details how the persistent underestimation of digital risks is exposing these offices to severe vulnerabilities. It stresses the need for family offices to implement comprehensive and up-to-date security measures to tackle these sophisticated threats effectively.
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Faultlines: The Political Risk 'Signals' to Watch in 2025 |
The aftermath of the 2024 global elections introduces a landscape rife with political risk. From heightened civil unrest to aggressive U.S. trade policies, family offices need to navigate these evolving challenges carefully. This Maplecroft analysis offers insights into potential instability and economic impacts affecting global operations.
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Take Action: Family Office Cyber Security | |
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In light of recent significant data breaches targeting data brokers, healthcare systems, and financial institutions, this webinar will address the critical importance of protecting Personally Identifiable Information (PII) within Family Offices. We'll explore why Social Security Numbers (SSNs) are especially vulnerable as PII and what the recent hacks mean for wealthy families. Attendees will gain actionable steps to bolster their defenses in the short and long term. The session will also explore risk management strategies for family office fiduciaries, and the challenges posed by insufficient premiums to cover losses from successive cyber events. | |
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Brought to you by Tamarind Learning
Editorial Mission: To provide monthly news, education, and professional guidance that help families, advisors, and trustees become extraordinary stewards of wealth. | |
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