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Critical Issue Replays

Safety 2.0: IT Security for the Family Office

Speakers:
Jon Carroll Gerry Washburn Family Office Metrics

When it comes to IT security, even the smallest of family offices wants to feel as safe as the largest financial institution. But the goal of “secure data” is an ever-moving target, especially in a world where data is increasingly moved via the Internet.

In this program, participants learn about the most forward-thinking strategies that IT security experts are using today – and how smaller organizations can adapt these strategies to their IT work. Key best practices and security measures for transactions, reporting, electronic communications, and document management will be discussed in an interactive session, hosted by the leaders of one of the few firms specializing in working with family offices of all sizes.

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